Since its creation in 2000, DNCA Finance has stood out for its conviction-driven management, covering all asset classes, management styles (Value, Blend and Growth), and geographical areas. Our wealth-management approach integrates risk management at every stage of the investment process, both from a financial and extra-financial perspective. Our offering is structured around four areas of expertise (Fixed Income, Multi-Asset, Equity, and Retirement Savings), providing investment strategies that are recognized and frequently awarded.
assets under management
(Bonds, Absolute Bond Return, Multi-asset, Equity, Beyond)
11 Nationalités
16 Langues
within the Compliance & Internal Control and Risk departments
In an ever-evolving economic and financial environment, we build portfolios based on the convictions of our portfolio managers and their in-depth knowledge of companies and issuers. We all share the same ambition: to develop products tailored to our clients, managed with an approach combining foresight and pragmatism.
The human aspect is essential in our profession. We rely on the experience, complementarity, and skills of our teams. Our portfolio managers and analysts share a common mindset, characterized by:
- A quest for excellence and close collaboration to share market analyses and adapt their investment strategies.
- Open-mindedness, conducive to the creation of new solutions for tomorrow's challenges.
- Independence, a crucial condition for acting solely in the interest of growing our clients' wealth.
