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FINANCIAL ADVISORY

OUR SERVICES

Expertise

Trasparency

Confidentiality

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A metal padlock securing a leather document folder on a desk with a city skyline background.

Reliability

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Silver nautical compass pointing north with a blue ocean and sky background.
Close-up of interlocking metal gears and cogs representing industrial machinery and mechanical engineering.
Close-up of interlocking metal gears and cogs representing industrial machinery and mechanical engineering.
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Crystal clear turquoise river water flowing through a lush green forest with sunlight reflections.
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Large ancient oak tree roots spreading across a forest floor at sunset with golden sunlight.

Stability

Accuracy

Our approach is grounded in clear, shared principles that define how we operate and engage with our clients, with the aim of building strong, long-term relationships.

IDP Consulting SA is an independent Financial and Wealth Advisory firm supporting professional and institutional Clients in their most critical financial and strategic decisions. Its activities also include Family Office services and Advisory on the structuring of wealth protection solutions, including Trusts.

Furthermore, the firm provides Debt Structruring and Introducer services to financial institutions and product providers, facilitating access to selected investment opportunities for potentially suitable clients.

Built on Strategy
Designed for Success.

A business strategy concept featuring chess pieces and financial growth charts for planning success.
A business strategy concept featuring chess pieces and financial growth charts for planning success.

Contact us

Piazza Cioccaro 12
6900, Lugano

Tel: + 41 91 921 40 81
Mobile: + 41 79 106 47 54
info@idpconsulting.ch

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