DCP Wealth Management
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...
DCP Wealth Management
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.
General information
Firm type
Multi Family Office
Year founded
2004
AUM
—
Location
Region
Europe
Country
—
City
Zurich
Corporate office
Dianastrasse 5, 8002 Zurich, Switzerland
Frequently asked questions
What is DCP Wealth Management?
DCP Wealth Management is a multi family office headquartered in Zurich.
When was DCP Wealth Management founded?
DCP Wealth Management was founded in 2004.
Where is DCP Wealth Management headquartered?
DCP Wealth Management is headquartered in Zurich, in the Europe region.
What does Altss track for DCP Wealth Management?
Altss maintains an OSINT-verified profile of DCP Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is DCP Wealth Management's website?
DCP Wealth Management's public website is www.dcp-wm.ch. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is DCP Wealth Management?
DCP Wealth Management is classified by Altss as a Multi Family Office within the Europe region.
How does Altss source intelligence on DCP Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for DCP Wealth Management?
DCP Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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