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Financial intelligence,
a profitable asset
An approach based on your goals
Making the right financial decisions gives you the confidence you need when putting your most important ideas into action. That’s why our network of experts strives to offer you well-thought-out strategies in line with the ambitiousness of your goals.

Our approach also fits perfectly with all stages of your life. Reap the benefits of our advanced management skills, which are designed to meet your most sophisticated needs in the areas of personal financial and business planning. Get to know fdp Private Management—a highly personalized experience.
An approach that encompasses all professions.
Over 40 years of experience! Thanks to our ability to forge close links with professionals and hone our service delivery expertise, our approach meets the very highest industry standards.

From the beginning of your studies to retirement, all your major life events are taken into consideration. That means you’ll always be in the best vantage point when it comes to making the next decision.
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Professionals
How financial intelligence applies to physicians
We have in-depth knowledge of the realities you face as a physician. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
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Physicians
How financial intelligence applies to dentists
We have in-depth knowledge of the realities you face as a dentist. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
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Dentists
How financial intelligence applies to notaries
We have in-depth knowledge of the realities you face as a notary. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
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Notaries
How financial intelligence applies to architects
We have in-depth knowledge of the realities you face as an architect. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
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Architects
How financial intelligence applies to pharmacists
We have in-depth knowledge of the realities you face as a pharmacist. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
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Pharmacist
An approach that encompasses all professions.
Over 40 years of experience! Thanks to our ability to forge close links with professionals and hone our service delivery expertise, our approach meets the very highest industry standards.

From the beginning of your studies to retirement, all your major life events are taken into consideration. That means you’ll always be in the best vantage point when it comes to making the next decision.
Learn more
Professionals
How financial intelligence applies to physicians
We have in-depth knowledge of the realities you face as a physician. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Physicians
How financial intelligence applies to dentists
We have in-depth knowledge of the realities you face as a dentist. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Dentists
How financial intelligence applies to notaries
We have in-depth knowledge of the realities you face as a notary. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Notaries
How financial intelligence applies to architects
We have in-depth knowledge of the realities you face as an architect. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Architects
How financial intelligence applies to pharmacists
We have in-depth knowledge of the realities you face as a pharmacist. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Pharmacist
In focus
Interviewed - Read
In the media, Investment and markets
Collaboration of Yann Furic in Finance et Investissement

Yann Furic, Senior Portfolio Manager, Asset Allocation and Alternative Strategies, spoke with the reporter of Finance et Investissement.

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Financial Panorama - Read
Financial panorama, Investment and markets
What moved the markets in April

A difficult month for both equities and bonds. New surge in inflation and further policy rate hikes by central banks. Management of the new COVID-19 wave in China and slowdown of its economy. Invasion of Ukraine and impact of the war on commodity prices.

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Investment - Read
Distinctions, News, Press release
fdp announce its adherence to the United Nations Principles for Responsible Investment

With its Responsible investment approach in place, supported by the launch of responsible investments funds more than 5 years ago, fdp (Professionals' Financial) has just taken another important step in its positioning with regard to ESG considerations.

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