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DCP Client Partner AG

Services

WHO IS DCP?

DCP Client Partner AG is a successful investment boutique for high-net-worth individuals and institutional investors.

Our international clientele entrusts billions of assets to our active investment strategies.

This makes DCP Client Partner one of the largest internationally active asset managers in Switzerland.

Our segmentation into Asset Management and Wealth Management allows us to serve different client groups in an appropriate manner.

DCP Client Partner AG is regulated by the Swiss Financial Market Supervisory Authority FINMA. In the Federal Republic of Germany, DCP Client Partner AG has an exemption from the Federal Financial Supervisory Authority, Bonn (ID: 148546).

Our Team

THESE PEOPLE DO THEIR BEST FOR YOU EVERY DAY.

EXECUTIVE MANAGEMENT


Sascha Peier

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Frank Winkler

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Marcel Moog

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EXTENDED MANAGEMENT


Michael Thalmann

Head of Wealth Management
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Christopher Kraus

Head of Asset Management
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PORTFOLIO MANAGEMENT


Christopher Kraus

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Frank Winkler

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Sascha Peier

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Michael Thalmann

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Roger Geissbühler

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Quentin Meyer

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Angelika Schiff

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Gabriel Uyumaz

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Cyrill Ineichen

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Johannes Quies

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Jacques Drenkelforth

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TRADING & PM SUPPORT


Johannes Quies

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Yannick Iseli

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Jacques Drenkelforth

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Justin Meichtry

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CORPORATE SERVICES


Marcel Moog

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Vanessa Schertenleib

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Doris Spinas

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Leart Aliu

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Marion Capol

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Sabine Huber

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Christina Oliveira

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Eda Demokan

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Dylan

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Our principals

PERSONAL SERVICE FOR THE HIGHEST NEEDS

The roots of the company are in the successful care of demanding high net worth individuals. Since our beginnings, we have preserved the art of satisfying individual needs to the highest degree of quality and in a short period of time. To maintain this understanding of quality, each portfolio manager currently manages a maximum of two dozen portfolios.

With a high level of service quality and, in particular, our specialization in income-driven niches, hybrid bonds and equities plus options, we have been able to extend our clientele to institutional investors such as pension funds, family offices and churches. Our "origin", namely the cooperation with wealthy private clients, gives us today the advantage to still be able to meet the special requirements of institutional investors with the highest demand of service quality.

Together for a better world

Since July 2020, we have been committed to the UN Global Compact corporate responsibility initiative and its principles in the areas of human rights, labor, the environment, and anti-corruption. Therefore, it is our concern to incorporate the ten principles in our business activities, to develop a sustainable corporate culture and to subject our strategy to a sustainable and responsible guiding idea.

As a participant of the UN Global Compact, we promote the understanding and awareness of our actions as a company and strive to continuously advance our commitment.

History

OUR MOST IMPORTANT MILESTONES

2023

Merger with Investarit and Diem becomes 'DCP'. Under the new brand DCP Client Partner AG with the units Asset Management and Wealth Management, competences are sharpened and business areas are further expanded

2022

Diem Client Partner is not only growing organically. With the acquisition of Investarit AG, Diem Client Partner sets a milestone for future growth. With the support of Quaestor Coach, Diem Client Partner (DCP) will form the Swiss platform for a buy & build strategy. DCP moves to larger offices on Dianastrasse.

2021

Fund with focus on hybrid bonds reaches 100 million fund size. Quaestor Coach enters the Swiss asset management market with its first transaction.

2020

Sascha Peier becomes CEO of Diem Client Partner AG. Founder and former CEO André Diem becomes Chairman of the Board of Directors.

2019

1st place of Best Work Place Award DACH in category small businesses. Successful introduction of a new powerful portfolio management software.

2018

Starting signal for the project 'Introduction of new portfolio management software'. First specialist event for family offices on the topic of hedging strategies in portfolios. Further growth in particular through mandates for hybrid bonds.

2017

Establishment of the second fund with a focus on 'hybrid bonds'. Significant investment in IT infrastructure and security. German BaFin grants partial exemption. Training of pension fund consultants on hybrid bonds.

2015

Foundation of the first own investment fund in Luxembourg. Long-time employees become 'partners'.

2014

The company wins the most successful Swiss equity fund manager as a new portfolio manager. In the same year, Michel successfully restructures the equity research department and takes over the management of new portfolios.

2013

As one of the few Swiss asset managers, Diem Client Partner receives direct approval from FINMA.

2012

Dr. Lothar Steinebach (ex CFO of Henkel AG) becomes a member of the Board of Directors. Moving to larger offices. Reorientation of the investment strategy by a clear focus on the two core strategies, hybrid bonds and equities plus options.

2010

Growth of assets under management accelerates significantly. Hiring of two more portfolio managers. Sascha Peier extends investment strategy with hybrid bonds, the first pure hybrid bond mandate.

2009

First fund mandate of an institutional investor. Hiring another portfolio manager to cover customer base growth.

2008

Frank Winkler, awarded as the best pension fund portfolio manager in Switzerland (volume CHF 5 billion), becomes new CIO. He takes over the first mandates from institutional investors and implements options as an essential income component on the equity side.

2007

André Diem warns about the bursting of the subprime bubble in the NZZ. Recruitment of new analysts and significant portfolio risk reduction for predominantly private clientele. Definition of the corporate mission statement.

2006

Two years after foundation, the company hits the CHF 50 million AuM mark. First clients from abroad give their trust to Diem Client Partner. First employees are hired.

2004

Registration of the company as a public limited company in the Zurich Commercial Register. The company starts with 5 clients and an investment volume of less than 10 million CHF.

Strategic

BOARD OF DIRECTORS

Jan Cant

Chairman of the Board

Jan Cant is an attorney and partner at Spencer West LLP. As a legal expert, he advises global companies on M&A, IT law, public-private partnerships, EU contracts and outsourcing. In addition to serving on the board of directors of several international companies, Jan is also on the board of several non-profit organizations in Belgium, Africa and France. Jan holds a Master of Law from Ghent University, Belgium.

Marcel Moog

Member

Marcel Moog has been working for DCP Client Partner since 2013. As a member of the Executive Board, he is responsible for Finance and Risk Management/Compliance. Marcel contributes significantly to the strategy and growth of DCP Client Partner with vision and smart business decisions. Previously, Marcel spent five years at Deutsche Bank, in Private Banking, where he was responsible for managing several locations in the Rhine-Main area. He holds a degree in business administration from Johannes Gutenberg University.

Rolf Bauer

Member

Rolf Bauer is the CEO of Kaleido Privatbank in Zurich. He brings along many years of experience in business with very wealthy families, family offices, and companies. He used to be Head of Family Solutions Switzerland at Credit Suisse and Head of the International Family Office EMEA at Deutsche Bank Switzerland. Rolf studied economics at the University of Basel and has been a member of the board of the Institute for Law and Economics (IFF-HSG) at the University of St. Gallen since 2015.

CAREER

DCP CLIENT PARTNER BEAT OUT >600 COMPANIES IN THE DACH-REGION TO WIN THE BESTWORKPLACE AWARD 2019 IN THE SMALL BUSINESS CATEGORY (<50 EMPLOYEES).

DCP Client Partner AG not only cares about the well-being of its clients but also about the well-being of its employees. For this reason, DCP Client Partner AG was awarded 1st place in the Best Work Place Award 2019 in the category of small companies in the entire DACH region.

Join our team! Currently, we are looking for: