Strictly speaking there is no financial company.
More than anything, there is the experience and common sense of talented individuals who take optimal decisions on a daily basis with and for their clients. »

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We advise
families and individuals

To safeguard their assets

Naturally, Dana provides all the services you are entitled to expect from a family office...

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To give them a clear vision of their wealth

At Dana, the personalisation of information is second nature, based on the quality of the relationships...

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Helping them take the right decisions at the right times

Dana stands out also by the availability...

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Exploring new opportunities together

Dana managers are always on the lookout for opportunities to improve the diversification...

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Creating a harmonious transition between generations

Why safeguard assets without considering the best way to hand them on?

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To safeguard their assets

Naturally, Dana provides all the services you are entitled to expect from a family office and wealth manager, in particular advice, analysis, consolidation and follow-up of portfolios, or optimisation of intermediary costs. The difference lies in the “family spirit” which guides our staff, as well as their expertise, experience and common sense. In other words, we also apply to ourselves the solutions we recommend to our clients.

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To give them a clear vision of their wealth

At Dana, the personalisation of information is second nature, based on the quality of the relationships we maintain with our clients. Some are not familiar with financial intricacies and want a simple report confined to essentials. Others with more knowledge in this area who take a closer interest in their portfolio expect to receive a detailed management report. In all cases, priority is given to transparency and clear presentation, without the verbiage that is sometimes used in an effort to hide certain shortcomings.

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Helping them take the right decisions at the right times

Dana stands out also by the availability of all its staff, who sometimes work well beyond conventional hours. Similarly, we are happy to go out and meet clients who so wish instead of asking them to come to our offices. Besides being agreeable to our clients, this personal approach is important in our eyes for good decision-making, which often hinges on good timing. In this way, we build long-term trust in management processes.

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Exploring new opportunities together

Dana managers are always on the lookout for opportunities to improve the diversification of investments and the performance of a portfolio. However, safeguarding assets takes precedence over all other considerations. We make a detailed risk assessment before examining every new option together. Dana might in fact be likened to a “farmer of finance” who takes great care over his land and keeps close watch over his growing crops, but is also willing to try out new seeds if he is genuinely convinced they can increase his farm’s yield.

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Creating a harmonious transition between generations

Why safeguard assets without considering the best way to hand them on? One of Dana’s strong points is precisely its focus on present and future interests, keeping a constant watch over relationships and in particular everyone who owns wealth, even members of the next generation. Our experience of advising families allows us to accompany individuals, in order to determine together the broadest possible area of agreement. Because maintaining human links also holds the key to preserving assets.

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To keep things running smoothly on a daily basis

Freeing businesses from repetitive and time-consuming tasks...

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Working together to achieve growth

When the growth of an enterprise does not live up to expectations...

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Contributing new resources

To pass certain development milestones, and sometimes even to ensure its very survival...

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When times are good and not so good

An increasingly competitive environment, uncertain markets...

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Helping them write a new story

Today Dana is known and recognised for its expertise in putting companies in difficulty...

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Organising an establishment in Switzerland or starting a project

If you intend to set up business shortly in Switzerland...

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To keep things running smoothly on a daily basis

Freeing businesses from repetitive and time-consuming tasks is the service provided by the fiduciary branch of Dana for enterprises ranging from SMEs to companies with over 300 employees. Our services include accountancy, payroll and social security contributions management, account closures and links with auditors. The staff at Dana who handle these mandates are proactive and strongly committed to their role; this is confirmed by the many statements of satisfaction from HR and accounts departments with which they work hand in hand.

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Working together to achieve growth

When the growth of an enterprise does not live up to expectations, despite a strong performance by its teams and the quality of its products and services, you sometimes need to think outside the box to find a way of revitalizing the business. This is where Dana comes in: as a consultant integrated at management level it makes a detailed analysis of the company’s operations, introducing management tools and taking actions designed to give new momentum to the business. We will be happy to show you the track record of enterprises that we have assisted, accompanied, or put back on the path to success.

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Contributing new resources

To pass certain development milestones, and sometimes even to ensure its very survival, an enterprise must gain access to financial resources which hold the key to its future progress. Dana can help by assisting in the search for new resources, firstly by determining the appropriate sums with management and the Board of Directors, then by acting as a negotiator with financial establishments and/or investors. Our knowledge and experience in this area, together with our network, enable a favourable outcome to be achieved for these actions in most situations.

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When times are good and not so good

An increasingly competitive environment, uncertain markets, unprecedented currency fluctuations… Today these are all factors that interfere with the life and sound working of enterprises. To help them cope with this turbulence, Dana offers a range of supporting measures, from elaborating new economic and financial strategies to implementing corrective actions, and even making fundamental changes. Dana’s mission does not stop at consultancy; it includes accompanying managers for as long as it takes to return to stability.

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Helping them write a new story

Today Dana is known and recognised for its expertise in putting companies in difficulty back on a sound footing. However, if in the end restructuring is to no avail, then a different future must be envisaged. That is when Dana deploys its expertise in buying and selling enterprises, including the preparation of agreements or contracts and accompaniment during the transition to new owners. Our main aim remains the preservation of material and human capital, its best possible valorisation, and the drafting of an agreement which can be concluded to the entire satisfaction of all stakeholders.

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Organising an establishment in Switzerland or starting a project

If you intend to set up business shortly in Switzerland, Dana is a first class discussion partner to assist you with implementing your project. We have all the capabilities and resources needed to organise the establishment of enterprises and individuals. Our services include representations to and agreements with administrations, as well as contact with notaries and other professionals needed to bring your plans to fruition. We also offer a range of services for the creation and start up of new businesses: financing, accountancy, premises, personnel, administration, social charges, taxation, filing patent applications.

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Contact us
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We assist
individuals and corporate entities
with their tax arrangements

Organising the tax arrangements of individuals and corporate entities is an area of our expertise appreciated by many clients. Dana provides tax optimisation advice and ensures the implementation and follow-up of measures which bring the benefit of real savings on both direct and indirect taxation.

The aim is not to escape from legal constraints but to make the best possible use of opportunities for more favourable taxation by taking advantage of subtleties in the regulations with which we are entirely familiar.

A team to advise you beyond
your expectations

Dana’s primary ambition is to exceed the remit of consultancy by anticipating our clients’ needs.

To this end, we attach particular importance to the continuing training of our staff, many of whom have moved on to higher responsibilities over the years. Similarly, we have access to specialists who are well established and recognised for their ability to provide certain specific services quickly and to our high professional standards. Indeed, Dana might be compared to the conductor of an orchestra who not only directs leading musicians, but also, occasionally, welcomes virtuoso guest performances.

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Philippe Crevoisier

  • Degree in business management.
  • Consultant with Arthur Andersen in Geneva from 1994 to 1998 for industry, the healthcare sector and luxury products.
  • Independent consultant from 1998 to 2000 (healthcare, telecommunications and web services sectors).
  • Financial director at LeShop SA from 2001 to 2004.
  • Global financial director for the Caviar House & Prunier Group from 2005 to 2008.
  • Founder of Dana Capital Conseils in 2008. Expertise in finance, accompaniment, strategy, management consultancy, creation of financing, process optimisation, business management.
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Sébastien Pasquier

  • CFC in commerce with specialisation in fiduciary business, at Fibexa in 2002.
  • Accountant to LeShop SA from 2003 to 2006 (first cooperation with Philippe Crevoisier, founder of Dana Capital Conseils).
  • Chief accountant at Caviar House & Prunier Holding SA from 2006 to 2009.
  • Management controller since 2009 at Dana Capital Conseils. Expertise: accountancy, management control, review of procedures, analytical accounting, financial analysis for enterprises, project management.
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Fiona Auger

  • Professional degree as Executive assistant.
  • 12 years of experience in retail business and points of sales management.
  • Assistant accountant and executive assistant at Dana Capital Conseils.
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Cynthia Auger

  • DUT HSE (Hygiene Safety Environment)
  • Experienced accountant with Dana Capital Conseils. Expertise: accountancy, payroll, social security contributions.
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Corinne Lelogeay

  • Degree in financial accountancy – management control.
  • 5 years experience as chief accountant with a tour operator bringing together 30 agencies and a fleet of 1,100 coaches.
  • 11 years experience as financial manager in the metallurgical and plastic processing industries.
  • 8 years experience for a Family Office.
  • Financial manager of Dana Capital Conseils. Expertise: accountancy (Switzerland, Luxembourg, France), payroll, social security contributions, direct and indirect taxation, creation of new structures, auditing, cash-flow management, project management.
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Accompaniment always
begins with a first step.

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