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DirectoryFinance & InsuranceExternal Asset ManagementPullyDP Finance et Gestion SA
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DP Finance et Gestion SA

Summary

About the company

The core activity of DP Finance et Gestion SA is wealth and private asset management, particularly advising and managing assets for private clients, including family office services, asset management, asset planning, succession planning and tax planning.

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Products & services

Industry:External Asset Management
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Discretionary wealth management
Management mandate for wealth management, with execution of actions and transactions in line with the chosen investment objective.
Family Office
Services and advice related to the management of family wealth, including portfolio analysis, financing, board mandates, accounting, executors of wills, domiciliation and real estate valuations.
Portfolio restructuring and construction
Analysis of needs, risk profile and financial objectives, followed by proposals to restructure or build a portfolio suited to the individual situation.
Wealth management
Advice and support in the management of assets and private wealth, using an approach tailored to the client’s specific needs.
Tax and estate planning
Tax and estate planning integrated into private wealth management, to organise the client’s transfer and tax situation.

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Location

Avenue Général-Guisan 46
1009 Pully

At a glance

Legal form
Corporation
UID
CHE-107.424.850
Founded
1992 · 34 years
Last commercial register change
April 1, 2026
Employees
1 to 10

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