PRIVUS AG

Services

As an independent asset manager, we guarantee transparency, objectivity, and continuity. In addition, we invest your assets in a manner that is personally tailored to your investment strategy and risk profile. We work with various first-class banks, investment institutions, tax experts, trustees, lawyers, and other partners.

Your goal is our goal: we act exclusively in the interests of our clients.

Asset management

Do you not actively follow the financial markets and would prefer to entrust your investment decisions to a professional asset manager? Then our discretionary investment solutions are the right choice for you.

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Investment

Are you an active investor who follows developments on the international financial markets? Then you will be interested in our investment advisory services.

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Portfolio analysis

Thanks to our many years of experience, we can create a clearly structured performance report for you based on your portfolio, including a comparison with the benchmark and a risk report. We also analyze your current fee situation.

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Total asset analysis

A comprehensive total asset analysis involves more than just analyzing your securities portfolio. We also take into account real estate, insurance, pension capital, and, last but not least, liabilities.

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Ethics and sustainability

What does the term "sustainable investing" actually mean? More and more investors are trying to generate social and environmental added value in addition to financial returns. They want to have a positive impact on society or the environment. We at PRIVUS AG are also doing our part to contribute to a more sustainable society and environment.

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