Perpetual Wealth AG is a wealth management boutique offering financial and family office services to a sophisticated international clientele.
Perpetual Wealth AG is an active member of the Swiss Association of Asset Managers (SAAM) and the Swiss Supervision Organisation AOOS and complies with the «Code of Ethics and Professional Conduct» for performing of independent asset management services, which is approved by the Swiss Financial Market Supervisory Authority (FINMA).
Perpetual Wealth AG is audited with regards to anti-money laundering as well as other regulations by PricewaterhouseCoopers AG.
SERVICES
Wealth Management
Our boutique approach allows you to benefit from a unique wealth management solution we create inhouse or in cooperation with our custodian banks as Bank Vontobel, UBS and Banque Pictet.
Investment Advisory
We strongly believe Advisory requires information, independence, individuality and innovation which is why we screen and simplify to enable you and us an optimal investment decision making.
Real Estate and Private Equity Solutions
Limited to qualified investors and upon demand, we advise and search on interesting real estate and private equity ideas from our home markets and abroad.
Estate and Succession Planning
In today’s complex regulatory environment, protecting and preserving wealth demands for a systemic and professional expertise our network of external business partners is providing.
Family Office Services
Your needs are our guidance. We aim to provide a service beyond expected.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Strehlgasse 33, Zurich,zurich 8001,switzerland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://perpetual-wealth.ch/
- Keywords
- Wealth Management, Investment Advisory, Real Estate, Private Equity, Family Office, Succession Planning, Portfolio Management, Venture Capital, Emerging Markets.
- HQ
- Zurich, Zurich
Perpetual Wealth Ag Questions
Perpetual Wealth Ag's website is https://perpetual-wealth.ch/
Perpetual Wealth Ag's LinkedIn profile is https://ch.linkedin.com/company/perpetual-wealth-ag
Perpetual Wealth Ag has
2 employees.
View email and phone details for 2
employees at Perpetual Wealth Ag.
Perpetual Wealth Ag's industry is
Financial Services
Perpetual Wealth Ag's top competitors are
Cottonfield Family Office Ag,
Fidante,
Hammer Hosig Herzog & Associates Ag,
8h Invest Ag,
Tramondo Investment Partners Ag,
Zwei Wealth | Your Personal Wealth Office,
Genesis Investment Partners Ag,
Veraison Capital Ag,
Wellershoff & Partners Ltd.,
Wm Capital Sa.
Perpetual Wealth Ag's categories are Financial Services
Perpetual Wealth Ag's founding year is 2014
