Services

As an independent asset manager, we guarantee you transparency, objectivity and continuity. In addition, we invest your assets, personally tailored to your investment strategy and risk profile. We work with various first-class banks, investment institutions, tax experts, trustees, lawyers and other partners.

Your goal is our goal: we act exclusively in the interests of our clients.

Wealth management

Do you not actively follow the financial markets and would prefer to entrust investment decisions to a professional asset manager? Then our discretionary investment solutions are the right choice.

Investment advice

Are you an active investor and follow events on the international financial markets? Then our investment advisory services will be of interest to you.

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Portfolio analysis

Thanks to our many years of experience, we create a clearly structured performance report for you based on your portfolio, with a comparison to the benchmark and a risk report. We also analyze your current fee situation.

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Total wealth analysis

A comprehensive total wealth analysis is not just about analyzing the securities portfolio. We also take real estate, insurance, pension capital and, last but not least, liabilities into account.

Ethics and sustainability

What does the term "sustainable investing" actually mean? More and more investors are trying to generate social and environmental added value in addition to a financial return. They want to have a positive impact on society or the environment. We at PRIVUS AG are also making our contribution to a more sustainable society and environment.

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