Independent asset manager · Pully
DP Finance et Gestion
DP Finance et Gestion SA · Société anonyme
FINMA-licensed portfolio manager (FinIA)
IDE/UID CHE-107.424.850 · Supervisory organisation : AOOS · checked on 16 October 2026
IDE/UID CHE-107.424.850 · Supervisory organisation : AOOS · checked on 16 October 2026
- ASG/VSV member
Address : Avenue Général-Guisan 46, 1009 Pully
Phone : +41 (0)21 721 04 80
Opening hours : Monday 08:00–17:30 … see all
- Minimum investment
- not disclosed
- Fee model
- not disclosed
- Founded
- 1992
- Independent
- yes
- Office
- Pully
- Google listing
- managed by the firm
Profile being documented: only public register data is available so far. The firm can complete its profile free of charge.Complete the profile
Key facts
| FINMA licence | FINMA-licensed portfolio manager (FinIA)Source : FINMA, 16 October 2026 |
|---|---|
| Supervisory organisation | AOOS – Schweizerische Aktiengesellschaft für AufsichtSource : FINMA, 16 October 2026 |
| UID number | CHE-107.424.850Source : Commercial register (Zefix) |
| Legal form | Société anonymeSource : Commercial register (Zefix) |
| Address | Avenue Général-Guisan 46, 1009 PullySource : Commercial register (Zefix) |
| Phone | +41 (0)21 721 04 80Source : dpfinance.ch/, 17 October 2026 |
| Website | dpfinance.chSource : dpfinance.ch/, 17 October 2026 |
| Activity (Google) | Conseiller financier, Banque, Banque d'investissement, Établissement de créditSource : Google Maps, 17 October 2026 |
| Google listing | managed by the firmSource : Google Maps, 17 October 2026 |
| Accessibility | Parking accessible en fauteuil roulantSource : Google Maps, 17 October 2026 |
| Founded | 1992Source : dpfinance.ch/, 17 October 2026 |
| Team | 6-20 peopleSource : dpfinance.ch/, 17 October 2026 |
| Custodian banks | UBS, Julius Baer, Lombard Odier, BCV, BCV Valais, BCVSSource : dpfinance.ch/, 17 October 2026 |
Not yet published by the firm : minimum investment, fee model, assets under management, languages, non-resident clients, US persons. Add it
Services
- Discretionary management
Custodian banks
- UBS
- Julius Baer
- Lombard Odier
- BCV
- BCV Valais
- BCVS
Team and history
- Founded in 1992
- Team : 6-20 people
- Associations : ASG/VSV
Purpose in the commercial register
la société a pour but: de fournir des services de gestion de fortune au sens de la loi sur les services financiers et de la loi sur les établissements financiers. La société fournit également des services dans le domaine de l'analyse de portefeuille; les conseils de management, de gestion financière et d'administration dans tous les domaines économiques de sociétés, de toute nature; l'administration de toutes sociétés; la gestion de patrimoine et de biens; l'implantation, l'organisation et le développement d'entreprises; (à l'exclusion d'opérations prohibées par la LFAIE). La société peut exercer d'autres activités, y compris des activités d'intermédiaire financier au sens de la loi sur le […]Source : Zefix
Location and opening hours
Avenue Général-Guisan 46, 1009 Pully · Open in Google Maps
| Monday | 08:00–17:30 |
|---|---|
| Tuesday | 08:00–17:30 |
| Wednesday | 08:00–17:30 |
| Thursday | 08:00–17:30 |
| Friday | 08:00–17:30 |
| Saturday | Closed |
| Sunday | Closed |
Source : Google Maps, 17 October 2026
Sources
- FINMA — list of authorised institutions (16 October 2026)
- Commercial register (Zefix)
- Google Maps listing (17 October 2026)
- dpfinance.ch/ (17 October 2026)
- dpfinance.ch/notre-equipe/ (17 October 2026)
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