DP Finance et Gestion SA — Family offices — Pully, Switzerland
DP Finance et Gestion SA est une société spécialisée dans la gestion de fortune et de patrimoines privés. Créée en 1992 par Messieurs Charly Duvoisin et Roland Probst, elle compte aujourd’hui sept collaborateurs expérimentés. Les domaines d’activités de DP Finance et Gestion SA couvrent la gestion patrimoniale, la planification fiscale et successorale ainsi que des services de « family office ». Notre professionnalisme, une éthique rigoureuse, notre volonté d’excellence, un esprit d’équipe et le choix de partenaires stratégiques de qualité sont les atouts qui ont fait et font notre réputation. La compétence et le savoir-faire de l’entreprise sont assurés par des collaborateurs professionnels bénéficiant de nombreuses années d’expérience dans le secteur financier et de la gestion de fortune, en Suisse et à l’étranger. Génération après génération, notre action est portée dans la durée, afin de vous assurer des prestations haut de gamme adaptées à vos besoins spécifiques et en toute liberté.
Family offices · Wealth Investors (LP)
Activities
- Multi family offices
Location
Pully, Switzerland
Wealth Investors (LP)
Family offices
non certified account awaiting for administrator
PHONE
WEBSITE
ADDRESS
1009 Pully
Switzerland
COMPANY
ACTIVITIES
Description
Solutions & philosophy
COMPANY INSIGHTS
RANKINGS
(LAST UPDATE DATE : 1/06/2026)
Hubfinance analyses thousands of signals to assess a company’s reputation, partner performance, and talent attractiveness. Each module is based on a dedicated set of indicators, allowing precise benchmarking against your peers.
B2B SCORING
Indicators: 24
Ranked companies: 6416
❌ Not available for this company
EMPLOYER BRAND STRENGTH
Indicators: 11
Ranked companies: 9903
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NEXTGEN ATTRACTIVITY
Indicators: 11
Ranked companies: 2915
❌ Not available for this company
COVERAGE
Affinity-based company mapping based on 40 product & service sensitivities across 6 categories.
Liquid Markets
Among: Absolute Return & Hedge Funds • Digital Assets (liquid access) • Equities (Developed) • Equities (Emerging) • ETF & Indexing • High Yield Bonds • Investment Grade Bonds • Money Market & Short Duration • Structured Products • Thematic Equities
Private Capital
Among: Buyout • Club Deals • Co-investments • Fund of Funds • Growth Equity • Impact Private Markets • Private Debt • Secondaries • Special Situations / Distressed • Venture Capital
Real Assets
Among: Alternative Real Estate (student/senior/healthcare) • Climate Transition / Renewables • Collectibles (Art/Wine/Cars) • Commercial Real Estate • Digital Infrastructure • Infrastructure (Core/Brownfield) • Logistics & Industrial • Natural Resources (timber/farmland/precious metals) • Real Estate Funds & REITs (REITs, French SCPI/OPCI) • Residential
Wealth Solutions (Structuring)
Among: Capitalization Contract • Cross-border Planning • Estate Planning • Family Governance • Life Insurance (France) • Life Insurance (Luxembourg) • Pension Strategy • Pension Wrappers • Philanthropy • Retirement Planning • Tax Optimisation • Trusts & Foundations
Digital & Tech
Among: AI & Machine Learning • Cloud & Infrastructure • Cybersecurity & IAM • Data Platform & Analytics • Digital Experience & Transformation • Enterprise Platforms (CRM/CMS/Marketing automation) • Integration & APIs • Regtech & Compliance Tech (KYC/AML) • Tokenization / RWA • WealthTech Platforms (PMS/OMS/EMS)
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