Updated:
DCP Wealth Management
DCP Wealth Management originated as Investarit AG in 1977 before evolving into the wealth-management arm of DCP Client Partner AG in 2004. The firm advises...
Overview
DCP Wealth Management originated as Investarit AG in 1977 before evolving into the wealth-management arm of DCP Client Partner AG in 2004. The firm advises entrepreneurs and families on long-term portfolio construction rather than concentrating on a single lineage. Its strategy centers on private equity, real estate, collectibles and mission-related investments. Geographic reach spans Europe, North America, Asia and Africa. Confirmed holdings include operating interests in Swiss technology startups such as psp engineering and Axira. Ticket sizes begin above $1M and execution occurs through direct positions, SPVs and bank partnerships. The firm employs a compact team and maintains service relationships with Banque de Luxembourg, Axxion and InCore Bank. Cindy Eicher was appointed CEO in June 2024, succeeding prior leadership at the boutique. Adjacent vehicles include an Article 8 SFDR fund focused on hybrid income. Governance flows through DCP Client Partner AG, which retains ownership of legacy entities such as Investarit AG. This structure separates client advisory from proprietary operating businesses while preserving Swiss regulatory oversight.
General information
Firm type
Multi Family Office
Year founded
2004
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Dianastrasse 5, 8002 Zurich, Switzerland
Principals
Cindy Eicher
CEO
Sascha Peier
Head of Fixed Income
Mario Contartese
CEO
Sector focus
Frequently asked questions
Who runs investment decisions at DCP Wealth Management?
Cindy Eicher serves as CEO. Sascha Peier acts as Head of Fixed Income and developed the firm's hybrid-bond scoring model.
Does DCP Wealth Management participate in fund commitments or only direct deals?
The firm executes through direct co-investments, SPVs and select fund commitments alongside bank partners such as Kaleido Privatbank.
What investment stages does DCP Wealth Management typically target?
Allocations focus on established private equity and real-estate opportunities with minimum tickets above $1M.
How is DCP Wealth Management related to DCP Client Partner AG?
DCP Wealth Management operates as the wealth-management division of DCP Client Partner AG.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research DCP Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.