About DVision

DVision is respected independent financial adviser in the Switzerland. Our reputation for expertise, independence and service has been established over decade.

Independence a must

We are committed to providing truly independent financial advice and defend this philosophy passionately. Our independence means that we have access to the whole of the market place, which we believe is the only route to appropriate advice. Our only allegiance is to the client, not to a product provider. As such, we will only ever act in the best interests of our clients, providing solutions because they are the most appropriate, not because they are the only solutions we are able to offer.

Expertise a given

As a prestigious organisation, we set ourselves the highest standards. All financial advisers are qualified to the standards required by our regulator, indeed, many surpass these standards, and furthering knowledge and pursuit of specialisations is actively encouraged. All advisers work within well-structured management and regulatory frameworks, and have available to them numerous operational and intellectual support services, developed to ensure the quality and consistency of advice.

National service delivered locally

We are a national organisation and pride ourselves on being able to deliver the capabilities you would expect from a large business, but at a local personalised level. We are also one of few firms that can also offer clients the added convenience of accessing advice services online or over the phone.

Strength that’s at your service

As a Swiss market player and member of one of Europe’s largest independent financial services groups, our stature is used to benefit our clients, and we regularly negotiate with financial product and service providers, to secure better terms and even exclusive arrangements for our clients. We also believe, when trusting a company with your financial affairs, you need to be sure that company will be around in the long term to provide continuity of service.

Breadth of services

The Swiss financial services market place is one of the most mature and varied in the world and it is abundant with sophisticated products for virtually any requirement. More and more, individuals and businesses alike need to utilise financial services, and while the amount of choice is advantageous, the associated complexity is driving demand for expert guidance. With a broad range of advice services, DVision is exceptionally well-placed to respond to your diverse needs.

Our DVision Office was founded in 2000 and networks now over 120 consultants and industry experts. Continuing client development also provides strong penetration in top companies in varied industries, providing services that range from corporate development and organizational effectiveness to organizational change and marketing and IT strategy. Our staff provides them with an extensive array of services with a particular focus on marketing, strategy, organizational effectiveness, change and IT strategy.
Our staff is comprised of a highly diverse mix of nationalities and personalities of varied international educational backgrounds and different business experience. In addition to English it is common to hear client conversations in German, French, Italian, Russian and Serbian.