Our Services

IDP Consulting SA operates in full compliance with the Swiss Financial Services Act (FinSA) and all other applicable Swiss regulatory requirements, providing independent, transparent, and client-focused financial advisory services

Portfolio Strategy & Investment Planning

A chess board with gold and silver pieces labeled risk, goals, and strategy next to investment charts.

A chess board with gold and silver pieces labeled risk, goals, and strategy next to investment charts.

A hand placing an introducer puzzle piece connecting banks and asset managers to potential clients.

A hand placing an introducer puzzle piece connecting banks and asset managers to potential clients.

A United States passport and Swiss ID cards on a desk with visa application forms and a laptop.

A United States passport and Swiss ID cards on a desk with visa application forms and a laptop.

A 3D miniature map of Switzerland with glowing network lines connecting gold coins, a plane, and buildings.

A 3D miniature map of Switzerland with glowing network lines connecting gold coins, a plane, and buildings.

Professional debt structuring and bond market analysis showing rising financial growth charts and global investment data.

Professional debt structuring and bond market analysis showing rising financial growth charts and global investment data.

A gold-rimmed shield protecting gold bars, cash, and scales of justice for financial asset protection.

A gold-rimmed shield protecting gold bars, cash, and scales of justice for financial asset protection.

International Residency Relocation Advisory

Introducer Activity

Family Office & Wealth advisory

Debt Structuring Advisory

Trust & Holding Advisory

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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