A wealth management boutique offering financial and family office services to a sophisticated international clientele.
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.
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Founded Year
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— | 2015 | 2018 | 2015 |
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Company Size
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— | 11-50 | 11-50 | 11-50 |
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City
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Zurich, Zurich | Hauppauge, New York | Singapore, Singapore | |
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Country
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Singapore | |||
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Skills & Keywords
Comparing with main company
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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
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