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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementPullyDP Finance et Gestion SA
DP Finance et Gestion SA Logo
Verified· 2 sourcesTrust Score
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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Offering

Products & services

Industry:External Asset Management
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4.1/5

DP Finance et Gestion SA

✓ Offered5
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.
Trust & reputation

ranQ Trust Score of DP Finance et Gestion SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

DP Finance et Gestion SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
DP Finance et Gestion SA scores 85.5 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
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CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
DP Finance et Gestion SA scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
DP Finance et Gestion SA scores 17.1 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
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CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.17.14%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

DP Finance et Gestion SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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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
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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