As independent advisors, we accompany you in all financial matters. We take care of your stock market transactions and sensible asset allocation in other areas.
More extensive assets should be spread among the widest possible types of investment. Asset diversification strategies are able to even out fluctuations, while preserving and increasing your wealth.
Through our long-standing, trusted and international network, we have the expertise to help you with non-listed companies (private equity), income investments in real estate, jewellery, antiques, art and ecological projects.
DCP Wealth Management
DCP Wealth Management traces its roots back to 1977. Mr Kurt Gubler, who passed away in December 2020, was one of the company founders who shaped Investarit AG with his prudent and level-headed manner until the end. Investarit AG was fully integrated into DCP Client Partner AG in 2023.
Today, a team of indispensable people is working for you, providing qualified services on a daily basis.
The intensive personal collaboration, dealing with the present and the future, together with the knowledge of strengths and weaknesses form the foundation for successful asset management. We build on that foundation.
Our clients throughout the world reap the benefit of the many and diverse contacts with partners who are committed to the same entrepreneurial way of thinking. It gives us great pleasure to be able to look after them all in the family atmosphere of a small company.
In our team, we attach great importance to trust since the philosophy of DCP Wealth Management can only take root and grow on the basis of trust with you, our clients.