Who are our clients
• Clients are individuals, trust companies, family offices or independent asset managers who have assets with several custodians and need
a flexible tool and expertise to audit their portfolio and make conflict of interest free recommendations.
Their total portfolio range from USD 100 million to USD 2 billion.
Their total portfolio range from USD 100 million to USD 2 billion.
Our history
• DAPM SA was created in 2002 by three asset management professionals with 25 years of accumulated family office experience. With their previous
employers, they had looked after all major client relationships as well as the development of the in-house computer reporting system.
The DAPM staff now exceeds 20 people from all walks of finance (general asset management, trading or hedge fund selection) as well as computer science.
The company currently oversees portfolios worth, in total, close to USD 10 billion.
The company currently oversees portfolios worth, in total, close to USD 10 billion.