PRIVUS - individual support, tailor-made and efficient. We speak the language of our clients, but have our own opinion. Because we believe that only those who are completely honest and have the courage to speak their mind, even in difficult situations, will find the perfect customer solution.
Our offer is based on long-term and customized solutions. We manage your portfolio with a systematic and disciplined investment approach. An investment strategy tailored to your goals, life situation and risk profile.
With your asset management mandate, you set the direction - we invest your assets according to your specifications. You delegate, we implement. Leave analysis, monitoring and management to us, and you are freed from day-to-day decisions. In short: you have more time for what matters most to you.
In investment consulting, you as a client receive investment proposals from us. In contrast to asset management, however, you then decide for yourself how you would like to invest your assets. The responsibility for the individual investment decisions therefore lies entirely with you.
You receive solutions tailored to your investment needs and objectives, as well as your risk tolerance, using instruments from our open product and service platform. You are continuously informed about current developments, opportunities and risks - and have access to the best investment ideas that we, as proven market experts, develop together with our global network.
Thanks to our many years of experience, we create a transparent and clearly structured performance report for you based on your portfolio - with a comparison to the benchmark as well as a risk report. In addition, we analyze your current fee situation.
A comprehensive overall asset analysis is not just about analyzing your securities portfolio. We also take into account real estate, insurance, pension capital and, last but not least, liabilities.
What does the term "sustainable investing" mean? More and more investors are seeking to generate social and ecological value - beyond financial returns. We make investment decisions based on considerations that aim for a long-term sustainable economic, ecological and social future.
PRIVUS AG
Tödistrasse 36
CH-8002 Zurich
