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PER4M SA

Audit firm in Lugano

PER4M SA is an independent Swiss Wealth Management Firm based in Lugano, founded in 2000. The company offers comprehensive services in wealth management, investment advice, and Family Office solutions. Specializing in discretionary and advisory mandates, PER4M SA crafts personalized investment strategies aligned with each client's financial goals and risk profile. As a portfolio manager licensed by FINMA and monitored by AOOS, the firm emphasizes transparency, integrity, and responsible growth. Additionally, PER4M SA provides consolidation services for complex assets.

Opening times

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Opening times

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Opening times

Unfortunately, there are no opening hours for this business.

Opening times

Unfortunately, there are no opening hours for this business.

Address:

Telephone:
091 912 10 60*

E-Mail:
info@per4m.ch

Website:
https://per4m.ch/

Key features:

FINMA Licensed
Founded in 2000
Fully independent

Frequently asked questions about PER4M SA

PER4M SA offers wealth management (discretionary and advisory), investment advice, Family Office services, and asset consolidation.

Yes, PER4M SA is a portfolio manager licensed by FINMA and monitored by AOOS.

The headquarters is located at Via Carlo Maderno 6, 6900 Lugano, Switzerland.

With a discretionary mandate, you fully delegate investment decisions to our experts, who manage a personalized strategy based on your goals.

Yes, we offer tailored Family Office services to support the complex wealth management needs of families.

Categories: Audit firm

About this profile

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