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DE Planification SA is a boutique financial services organisation based in Neuchatel, Switzerland. The company is comprised of two distinct areas of specialisation. DE Planification Institutional Consultant SA - specialises in providing consultancy and portfolio management services to pension funds clients; and DE Planification Finance Sàrl, which specialises in providing wealth management services to private clients. The company also operates a sophisticated foreign exchange management and currency overlay service. Among their various business divisions DE Planification have CHF 120 million under management, CHF 1 billion under advisory and CHF 140 million in currency mandates.
Further Information
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