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).
THESE PEOPLE DO THEIR BEST FOR YOU EVERY DAY.
TRADING & PM SUPPORT
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
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.
Fund with focus on hybrid bonds reaches 100 million fund size. Quaestor Coach enters the Swiss asset management market with its first transaction.
Sascha Peier becomes CEO of Diem Client Partner AG. Founder and former CEO André Diem becomes Chairman of the Board of Directors.
1st place of Best Work Place Award DACH in category small businesses. Successful introduction of a new powerful portfolio management software.
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.
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.
Foundation of the first own investment fund in Luxembourg. Long-time employees become 'partners'.
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.
As one of the few Swiss asset managers, Diem Client Partner receives direct approval from FINMA.
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.
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.
First fund mandate of an institutional investor. Hiring another portfolio manager to cover customer base growth.
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.
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.
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.
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.
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 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 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.
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.
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