We are an independent asset management company that attaches great importance to personal client proximity, and we focus on long-term, competent support. What started in 2009 with four founding partners is now a successful asset management company with a total of ten financial market specialists. The shares are owned by the partners, employees and board members. With our holistic and structured advisory approach, we focus on our clients with their requirements and goals. In this way, we create long-term and sustainable added value. For you.

We are characterized by many years of experience, proven market knowledge and market proximity as well as social competence. The heart of PRIVUS consists of the portfolio management and the investment advisors. We have all gained our concentrated professional experience in senior management at various private banks. In addition to professional and competent support, we assure you of personality and continuity. We are proud to have been making our clients' dreams come true since 2009.

On 27th July 2022 we gained the license from the Swiss Financial Market Supervisory Authority FINMA as asset managers according to Art. 17 FINIG, pursuant to. Art. 620 ff. OR. - a sign of quality.

PRIVUS is the independent representative of its clients' interests vis-à-vis custodian banks. We are committed solely to the interests of our clients. We advise our clients on the choice of a suitable, individual custodian bank. In doing so, we take over negotiations, optimize fees and commissions on an ongoing basis. Your advisor checks and controls all settlements and account statements. PRIVUS employees are close to the market and accompany their clients also in regulatory practices of the respective countries. We do not offer tax advice directly, but work together with external specialists.

We offer our clients a comprehensive and structured investment process. Our high level of investment expertise sets us apart from many of our competitors in that we develop our own market opinions - and also publish them at short, regular intervals (PRIVUS AnlageRadar, PRIVUS BigPicture, etc.). This results in high-quality portfolios and investment solutions tailored to our clients.

We work exclusively with first-class, reputable banks. The choice of the right custodian bank is an essential decision for clients when it comes to asset management and advice. We are licensed as asset managers in accordance with Art. 17 FINIG, Art. 620 ff. OR by the Swiss Financial Market Supervisory Authority FINMA. In addition, PRIVUS is supervised by AOOS - a supervisory organization for asset managers and trustees. This ongoing supervision monitors the business activities of its affiliated asset managers and trustees with regard to compliance with legal regulations and licensing requirements. For its part, the AOOS is authorized and supervised by FINMA. PRIVUS has joined the recognized ombudsman service OFS Ombud Finance Switzerland. According to FIDLEG, clients of financial service providers can make use of an ombudsman procedure.

The four founding partners of PRIVUS are still on board and involved in the daily business, thus guaranteeing continuity and sustainability in personal support and consulting. We, the PRIVUS advisors, are fully committed to our clients - and stand for first-class quality as well as exclusivity. Your personal investment advisor takes time for you and your needs.

Asset management as individual as you are. With each client, we develop an individual investment strategy that is performance-oriented and based on your risk capacity and risk suitability. We are agile and look ahead. Our size allows us to respond to our clients' wishes and to identify - and implement - suitable, individual solutions. Mutual trust and a sense of responsibility for our actions are the foundations for a successful, individually designed partnership.