Financial Services

DELARIVE 2.0 SA 

Vevey · Since 2014

DELARIVE 2.0 SA is a consulting and design firm for hospitality and welcoming spaces that develops concepts, brand identities and manages projects. Its services include property search and negotiation, feasibility studies and strategic targeting, concept and identity creation, FF&E/OS&E management, connecting with management partners, and project follow-up and adjustments.

Delfin Investment AG 

Zug · Since 2016

The core activity of Delfin Investment AG is to provide independent advisory services in the field of risk management for equities and commodities (Equity & Commodity Risk Management) for companies, family offices and ultra high net worth individuals.

Denbaya capital Sàrl 

Chêne-Bougeries · Since 2024

Denbaya capital Sàrl is a trading and advisory firm providing brokerage services for food and non-food products and trading in equipment and precious metals. It lists agri‑commodities, equipment and minerals as sector focuses and engages with partners in Africa and Europe.

DE NECKER KIPLING & Cie SA 

Nyon · Since 1987

DE NECKER KIPLING & Cie SA develops and delivers real estate projects, focusing on residential buildings. The company manages land prospecting and feasibility, negotiations and construction management under a general-contractor model, and markets condominiums and rental properties to private buyers and investors in Geneva, Vaud, Neuchâtel and Fribourg.

derfinanzplaner.ch GmbH 

Schlieren · Since 2016

derfinanzplaner.ch GmbH provides independent fee-based financial and pension planning services, including retirement provision, estate and tax planning, business succession advice and guidance on wealth strategy.

Devisen Partner AG 

Latterbach · Since 2016

The core activity of Devisen Partner AG is the expert and independent consulting of Swiss companies on the topic of foreign currencies, particularly in the areas of foreign exchange trading and asset management.

Dey Capital GmbH 

Freienbach · Since 2018

The core activity of Dey Capital is the provision of financial services, particularly in the areas of: Corporate Finance (Mergers and Acquisitions, Private Equity, Venture Capital, Project Financing), Investments (Asset Management, access to various investment strategies and classes), and Consulting (advising companies, family offices, and institutional investors on financial strategies and transactions). Dey Capital positions itself as an independent financial advisory firm with a focus on digital and physical assets, including rare and valuable items such as vintage musical instruments, sports memorabilia, and classic cars.

DG Conseil Sàrl 

Etagnières · Since 2020

The core activity of DG Conseil is to provide services in the fields of finance, insurance, and real estate. Specifically, this includes: Financial services: expert opinions, tax returns, financial planning and management for individuals and companies (DG Finances); Insurance services: consulting and brokerage of insurance solutions for individuals and companies (DG Conseil); Real estate services: consulting and support for real estate projects, management of real estate and holiday properties (DG Patrimoine). The company thus offers a comprehensive range of services to meet the financial, insurance-related and real estate needs of its clients.

DHD MANAGEMENT SA 

Geneva · Since 2004

The core activity of DHD Management SA encompasses four main areas: 1. **Risk Management**: The company offers risk management solutions, including marine insurance, cargo insurance, and liability insurance, to support customers in managing risks. 2. **Financing**: DHD Management SA provides alternative financing solutions, including commodity financing and structuring, to support customers in financing their businesses. 3. **Corporate Services**: The company offers corporate services, including company domiciliation, for small and medium-sized enterprises (SME), trading and shipping companies, foundations, and NGOs. 4. **Real Estate Services**: DHD Management SA provides real estate services, including rental and management of properties. Overall, the company focuses on providing specialized services to businesses, particularly in the areas of trade and shipping, as well as to foundations and NGOs.

Dietschiberg Finanz AG 

Lucerne · Since 2020

The core activity of Dietschiberg Finanz AG is independent financial consulting for private individuals, foundations and companies in the areas of financial planning, investments, financing and real estate.

Dilife & Co SA 

Nyon · Since 2013

The core activity of DiLife is financial consulting, particularly in the areas of tax consulting, investment, pension planning and retirement provision. The company offers individual solutions for customers to achieve their financial goals and secure their future.

Dipeka AG 

Zurich · Since 2006

The core activity of Dipeka AG is consulting and supporting pension funds and companies in the field of occupational pension provision in Switzerland. They provide decision-making aids and planning security for foundation boards and company representatives and support the alignment of occupational pension provision. Their services include, among other things, the creation of actuarial reports, the design of regulations, accompaniment in special projects and support in risk-oriented asset management.

Ditesco GmbH 

Oberönz · Since 2006

Ditesco GmbH is an independent insurance and financial services provider offering advisory and intermediary services for insurance, pension and financial products. The company cooperates with various insurers and financial firms as well as external specialists (fiduciary, banking, real estate, notaries, lawyers) and is supervised by the Swiss Financial Market Supervisory Authority (FINMA).

Divitias AG 

Baar · Since 2021

The company Divitias AG is a network of Family Offices offering services in various areas, including: asset management and wealth management, corporate finance and M&A, private equity, real estate and facility management, succession planning, trust and estate planning, and philanthropy. The core activity of the company is to provide a platform for collaboration and exchange of expertise and resources as a network of Family Offices, in order to meet the needs of wealthy families and companies.

Dixcart Trustees (Switzerland) SA 

Geneva · Since 2008

Dixcart Trustees (Switzerland) SA provides trustee and trust services, including trust formation and administration and trustee functions for private client structures. The company is a member of the Swiss Association of Trust Companies (SATC) and is registered with the Organisme de Surveillance des Instituts Financiers (OSIF).

DMI ADMINISTRATIVE SERVICES SA 

Cointrin · Since 1981

The core activity of Dar Al-Maal Al-Islami Trust (DMI) is the provision of Islamic financial services, including: Islamic banking services (commercial and private banking services), Islamic investments (fund management and financial services), Islamic insurance services, and asset management. DMI offers these services through various subsidiaries and associated companies in different countries, including Bahrain, Egypt, Pakistan, Luxembourg, Jersey, and Switzerland.

DNC Group AG 

Rotkreuz · Since 2020

DNC Group AG is a corporate group that invests in companies and develops their operations. Its portfolio includes IT, software, gastronomy, marketing and finance, with a focus on digitizing processes through in-house software and on-site services.

Documenta Sion Gmbh 

Sion · Since 1993

The core activity of Documenta-Sion GmbH is the independent and transparent analysis and consulting of customers in the areas of financial planning, tax optimization, tax-free self-disclosure and relocation of domicile or residence. The company offers individual solutions for the financial situation of its customers and supports them in optimizing their financial planning and control.

Dolder Corporate Finance GmbH 

Pfäffikon Sz · Since 1998

Dolder Corporate Finance GmbH is an independent advisory boutique providing Mergers & Acquisitions, project and interim management, performance improvement, and business planning & financing services. Its offer includes lead advisory, due diligence, valuation, turnaround and crisis management, and interim executive mandates.

Domus Administra SA 

Paradiso · Since 2024

Domus Administra SA is a real estate agency providing sales and rental brokerage for apartments, villas, plots and income properties, along with property management and administration services. Its offerings also include development support, sales and marketing services for builders and developers, market research, feasibility studies, financial advisory, property appraisals and home staging.