Perpetual Wealth AG

Perpetual Wealth AG

Financial-Services

Zurich, Zurich
Company Tagline

A wealth management boutique offering financial and family office services to a sophisticated international clientele.

Industry Category
Financial-Services
Company Description

Perpetual Wealth AG is a distinguished wealth management boutique based in Zurich, offering comprehensive financial and family office services to an international clientele. As an active member of the Swiss Association of Asset Managers (SAAM) and the Swiss Supervision Organisation AOOS, Perpetual Wealth AG adheres to the highest standards of ethical conduct and professional excellence, ensuring compliance with the stringent regulations set forth by the Swiss Financial Market Supervisory Authority (FINMA). Perpetual Wealth AG is audited by PricewaterhouseCoopers AG for anti-money laundering and regulatory compliance. Located at Strehlgasse 33, Zurich, 8001, CH, Perpetual Wealth AG delivers bespoke wealth management solutions created in-house and in collaboration with custodian banks such as Bank Vontobel, UBS, and Banque Pictet.

The firm’s services include wealth management, investment advisory, real estate and private equity solutions, estate and succession planning, and family office services. Perpetual Wealth AG prides itself on providing a service that exceeds expectations, tailoring its offerings to meet the unique needs of each client. Investment advisory services are rooted in information, independence, individuality, and innovation, ensuring optimal investment decision-making. For qualified investors, Perpetual Wealth AG offers advice and searches for real estate and private equity opportunities both domestically and internationally. Estate and succession planning benefit from a network of external business partners providing systemic and professional expertise.

Perpetual Wealth AG is dedicated to protecting and preserving wealth in today’s complex regulatory environment. To the management of Perpetual Wealth AG, we invite you to create a customized and exclusive company showcase and product listing on our platform. Information will be completed soon with the support of the company’s management.

Key Personnel / Employees
Costa Vayenas

Compare Companies Side by Side

Compare Perpetual Wealth AG with 3 companies in Financial-Services

4 Companies
Comparison Field
Perpetual Wealth AG
Perpetual Wealth AG
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Madison Global Partners, LLC
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Founded Year
2015 2018 2015
Company Size
11-50 11-50 11-50
City
Zurich, Zurich Hauppauge, New York Singapore, Singapore
Country
Singapore
Skills & Keywords Comparing with main company
10 Total Skills
Wealth Management Financial Services Investment Advisory Family Office Succession Planning Private Equity Real Estate Portfolio Management Emerging Markets Venture Capital
20 Total 20 Unique
Unique Skills:
Alternative Investments Asset Allocation Bonds Capital Markets Corporate Advisory Corporate Finance +14
18 Total 18 Unique
Unique Skills:
Banking Career Coaching Career Planning China Digital Banking Executive Search +12
14 Total 14 Unique
Unique Skills:
Alternative Investments Asset Management Convertible Loans Crypto Foundation Jet Financing +8
4
Total Companies
2015
Oldest Founded
1
Countries
61
Unique Skills

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Alternative Company Names

This company is also known as

Perpetual Wealth AG 永恒财富股份公司 परपेचुअल वेल्थ एजी شركة بربتشوال ويلث ايه جي Перпетуал Велс АГ