Founded in 1996 and based in Geneva, Switzerland, dplan sa is an independent asset management company. Its mission is to preserve and grow its clients' capital through personalized financial advice, strategic planning, and discretionary management mandates. The company emphasizes a long-term, client-centric approach, operating with independence from banking institutions to ensure unbiased service. It is a member of the Swiss Association of Independent Financial Advisors (GSCGI) and is supervised by the Supervisory Body for Financial Intermediaries & Trustees (SO-FIT), a FINMA-approved supervisory organisation.

Founded in

Canada