01The conversation
You
You set out your position and your objectives, in strict confidence and with no obligation on either side.
DPI
We listen.
DPI Investment
A Geneva network, turned into your access.
Explore the networkFrom access to execution.
Every door in Switzerland, opened in your name.
Swiss private banks, fiduciaries and family offices do not take cold calls. They take introductions. We are the introduction that opens the door.
Learn more →You have a project and you need capital. We put you in front of qualified investors from our network, make the introduction, and stay the bridge until the relationship stands on its own.
Learn more →Selling a property, a company, an asset. These deals turn on the right contacts. We open them, and stay beside you until the deal closes.
Learn more →We bring clients from around the world into the Swiss ecosystem. Our roots run deepest across the Spanish-speaking world, Latin America and Eastern Europe.
Access is everything. Fifty years in, our value is a map of relationships: the exact institution, the exact person, at the exact moment.
In Switzerland, the right introduction opens what no credential can.
Founded in Geneva in 2010 and built on half a century of Swiss banking, DPI Investment (De Prada Investment) is neither a bank nor an asset manager. It is a key to the Swiss financial ecosystem, and a bridge of trust for those who need the exact interlocutor at the exact moment.
The bridge to Switzerland. Spanish by origin and established in Geneva, we connect clients from every market into the Swiss ecosystem, with particular strength across the Spanish-speaking, Latin American and Eastern European markets.
Fifty years in international finance, most of them in Switzerland. A former international banker, he ran his bank's Latin America and Eastern Europe desks and built his own foreign-exchange firm, later sold to a bank. Decades of moving capital across borders built the network DPI stands on today.
Twenty-five years in private banking across Geneva, Zurich, Madrid and London. He led the Latin America high-net-worth segment at Deutsche Bank, sat on UBS's Mexico desk and banked ultra-high-net-worth clients at J.P. Morgan, after earlier roles at HSBC Private Bank and BNP Paribas. Since 2013, advisor to the chairman of a Geneva family office. Spanish, English, French and Swedish.
An MBA and a Master's in Stock Markets & Financial Markets from IEB Madrid, with exchanges at the LSE and Bayes Business School in London. He runs DPI's digital operation, works the firm's mandates alongside its partners, and opens client relationships of his own. Spanish, French and English.
We don't improvise with picks. We come from a house with decades of real financial history, and a network money can't buy overnight.
Decades of qualified relationships across Geneva.
Access is everything. Fifty years in, our value is a map of relationships: the exact institution, the exact person, at the exact moment.
Direct lines to the institutions that safeguard Europe's wealth.
Peers who manage and grow multi-generational fortunes.
Cross-border tax and structuring expertise, coordinated.
Succession, protection and the vehicles that hold it all together.
Into the institutions you can't reach alone.
You want your wealth in Switzerland, inside its most private institutions: private banks, fiduciaries and family offices. Those rooms do not open to strangers. We are the referral that opens them.
How it works
01The conversation
You set out your position and your objectives, in strict confidence and with no obligation on either side.
We listen.
02The study
Nothing. This part is ours.
We review your situation (jurisdiction, asset base, objectives) solely to identify the right doors. And we establish whether yours is a profile we can put our name behind. We only proceed when it is.
03The rooms
You decide which introductions to pursue.
We identify the institutions suited to your profile: private banks, fiduciaries and family offices.
04The introduction
You take your seat at the table.
We make the introduction in person, with our name behind you.
05The bridge
Your wealth is managed by the institution.
We remain your bridge in Switzerland.
Private dinners and events, in the finest places.
You have a project and you need capital. We organise private dinners and events in the finest places, and put you in front of qualified investors from our network with real capacity to back you. From there, we remain the bridge between you and your investors.
How it works
01The project
You present your project to us.
We review it and determine whether it is one our network should meet.
02The design
You approve the format and the fixed fee, agreed in advance.
We structure the event: the venue, the format, the composition of the guest list.
03The guest list
You confirm the final guest list.
We select each investor individually from our network, for your project and no other.
04The table
You present your project at the table.
We direct the evening from start to finish, in the finest setting.
05The toast
You close the capital.
We maintain the investor relationships well beyond the event.
Getting deals done through the network.
We act as your operations partner for high-value transactions. Selling a property, a company or a significant asset, or executing another complex deal, becomes possible through the right contacts in our network: the buyer, the counterparty, the coordination.
How it works
01The mandate
You bring us the operation: the sale, the asset, the transaction.
We evaluate it in complete discretion, and confirm it is one we can execute.
02The counterparty
You meet and approve the counterparty.
We identify the counterparty within our network: a qualified buyer, or the right partner.
03The terms
You decide the terms.
We bring the necessary professionals to the table: legal, tax, banking.
04The signature
You sign.
We coordinate execution from start to finish.
05The close
The transaction closes. The relationship remains.
Owners and operators who need a transaction done, whether that is an asset or company sold or a deal executed, with the right connections behind it.
DPI works with a limited number of relationships each year. Tell us where you stand and we will reply personally.
Private & discreet · by introductionThis website is published by DPI Investment Sàrl, a Swiss limited liability company (société à responsabilité limitée), with registered office at 17, rue Henri-Mussard, 1208 Genève, Switzerland, registered in the Commercial Register under number CHE-177.627.855.
Contact (email only): contact@dpi-investment.ch
DPI Investment Sàrl is an independent introduction and relationship firm. It is not a bank, a securities firm, a fund management company or an asset manager, and it is not licensed or supervised by the Swiss Financial Market Supervisory Authority (FINMA). It does not provide investment advice, does not offer or place financial instruments, does not receive or transmit client orders, and does not hold or transfer client assets.
This website is hosted by Vercel Inc., 440 N Barranca Ave #4133, Covina, CA 91723, United States.
This website is provided for general information only. It describes who we are and the nature of the introductions and operational support we provide. It does not constitute an offer, a solicitation, or a recommendation to enter into any transaction, and it is not investment, legal or tax advice.
All content on this website (texts, images, video, graphics, logos and marks) is the property of DPI Investment Sàrl or of its licensors, and is protected by Swiss and international law. You may view and download pages for your own personal, non-commercial use, provided you keep all proprietary notices intact. Any reproduction, distribution, modification or commercial use, in whole or in part, requires our prior written consent.
We take care with the information published here, but we give no warranty, express or implied, as to its accuracy, completeness or timeliness, and it may be changed at any time without notice. To the fullest extent permitted by law, we accept no liability for any loss arising from access to, use of, or reliance on this website.
This website may link to third-party sites. We do not control them and accept no responsibility for their content or their privacy practices.
The use of this website is governed exclusively by Swiss law. Any dispute arising from or in connection with this website shall be submitted to the exclusive jurisdiction of the competent courts of Geneva, Switzerland, subject to any mandatory legal provision to the contrary.
The controller of the personal data collected through this website is DPI Investment Sàrl, 17, rue Henri-Mussard, 1208 Genève, Switzerland. For any question about this policy or your data, write to privacy@dpi-investment.ch.
We do not sell your data, and we do not use it for automated decision-making.
Your data is accessible to the people within our firm who need it to answer you. It may also be processed by service providers acting on our instructions and bound to confidentiality: Vercel Inc. (hosting, USA), Supabase (database) and Resend (email notifications, USA).
Where an introduction requires it, and only with your knowledge, relevant information may be shared with the third-party institution concerned.
Your data may be processed in Switzerland, the European Union and the United States. Where data is transferred to a country without an equivalent level of protection, we rely on appropriate safeguards, such as the standard contractual clauses recognised by Swiss and EU law.
We keep your data only as long as necessary for the purpose it was collected for, and for the periods required by law: enquiries submitted through the contact form are kept for up to 24 months after our last exchange; technical server logs are kept for up to 12 months.
Subject to the conditions of the applicable law (the Swiss Federal Act on Data Protection and, where it applies, the GDPR), you may request access to your data, its correction or deletion, the restriction of its processing, and its portability, and you may object to processing based on our legitimate interest. Write to privacy@dpi-investment.ch. You also have the right to lodge a complaint with the competent supervisory authority.
We apply appropriate technical and organisational measures to protect your data against loss, misuse and unauthorised access. No transmission over the internet can be guaranteed to be completely secure.
We may update this policy. The version in force is the one published on this page.
A cookie is a small text file placed on your device when you visit a website. It allows the site to function and, in some cases, to recognise your device on a later visit.
This site sets no non-essential cookies, which is why no consent banner is shown. You can configure your browser to block or delete cookies; some parts of the site may then not work as intended.
For any question about cookies: privacy@dpi-investment.ch.
Nothing on this website constitutes investment, legal, tax or accounting advice, nor a personal recommendation. You should take your own professional advice before making any decision.
This website is not an offer to buy or sell any financial instrument, nor an invitation to invest in any product or vehicle. It is not directed at any person in any jurisdiction where its publication or availability would be contrary to local law or regulation. It is the responsibility of any visitor to inform themselves of, and observe, the restrictions that apply to them.
We make introductions and support operations. We are not a bank, a securities firm or an asset manager; we are not licensed or supervised by FINMA; we do not provide investment advice; we do not offer or place financial instruments; we do not receive or transmit client orders; and we do not hold or transfer client assets. Any service ultimately provided by a private bank, fiduciary, family office, law firm or other institution is provided by that institution, under its own contract, terms and supervision.
Where we introduce you to a third-party institution or counterparty, that introduction does not constitute a recommendation, an endorsement, or a guarantee of any outcome, service level or performance. You remain free to make your own assessment and your own decision.
Investment involves risk, including the loss of the amount invested. Past performance is not a reliable indicator of future results. The value of investments and the income from them can fall as well as rise, and currency movements may affect them.
Information from third-party sources is believed to be reliable but has not been independently verified, and we accept no liability for it.