# DP Finance et Gestion

DP Finance et Gestion is a Multi Family Office based in Pully, Switzerland.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Pully, Switzerland
- **Region:** Europe
- **Address:** Av. Général-Guisan 46, Case postale 617, CH-1009 Pully, Switzerland
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** dpfinance.ch
- **LinkedIn:** https://www.linkedin.com/company/dp-finance-et-gestion-s.a

## Regulatory record

- **Reports private funds:** No

## About

DP Finance et Gestion was established in 1992 by Charly Duvoisin and Roland Probst. It operates as a multi-family office serving private clients with wealth management, tax planning, and estate services from its base in Pully. The firm applies strategic and tactical asset allocation to client portfolios. Services encompass discretionary mandates, family office support, and restructuring of holdings. Confirmed focus areas include real estate investments across Europe and ESG integration. Roland Probst maintained a board role at The Roberto Giori Company Ltd. between 2014 and 2019. The team numbers seven professionals. DP Finance et Gestion belongs to the Swiss Association of Asset Managers and the Swiss Financial Analysts Association. Pierre Béguin serves as managing director and holds an SFAA expert qualification. No dated operational events from the last 24 months appear in available records. The firm maintains a FINMA license for asset management and operates under ongoing supervision by the AOOS, creating a regulated structure for independent advisory to multiple families.

## Sectors

- Real Estate
- ESG

## People

- Charly Duvoisin — Founder
- Roland Probst — Founder

## Questions

### Who founded DP Finance et Gestion?

Charly Duvoisin and Roland Probst established the firm in 1992. Both appear as founders on the company website.

### What regulatory authorizations does DP Finance et Gestion hold?

The firm possesses a FINMA license to act as an asset manager. It undergoes supervision by the AOOS and maintains membership in the Swiss Association of Asset Managers.

### Which asset classes receive primary attention at DP Finance et Gestion?

Real estate forms a confirmed focus. The firm also incorporates ESG factors into portfolio decisions across European markets.

### Does DP Finance et Gestion operate as a single or multi-family office?

Public materials describe it as a multi-family office serving multiple private clients with tailored mandates.

### What professional networks include DP Finance et Gestion?

The firm is affiliated with the Swiss Association of Asset Managers and the Swiss Financial Analysts Association. Managing Director Pierre Béguin acts as an SFAA examination corrector.

## Related profiles

- [Dovgiy Family Office](https://altss.com/profile/dovgiy-family-office)
- [DPG Investments](https://altss.com/profile/dpg-investments-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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