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DCP Wealth Management Overview
Type
Multi Family Office
Year Founded
2004
General Information
DCP Wealth Management is a multi-family office headquartered in Zurich, Switzerland. Founded in 1977 as Investarit AG, the firm has evolved through mergers into DCP Client Partner AG’s wealth arm, advising global entrepreneurs and affluent families on portfolio management, private equity, real estate and other alternative assets, under Swiss regulatory oversight, with an emphasis on disciplined risk management and long-term capital preservation.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Dianastrasse 5, 8002 Zurich, Switzerland
Portfolio & Notable Allocations
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