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Peak Values AG

Summary

About the company

Peak Values AG is an independent wealth advisor and a member of the Swiss Financial Services Standards Association (VQF). The firm provides services to private and corporate clients including family office services, risk management, arranging financing solutions, investment and financial advisory, portfolio management, economic intelligence, and a third‑party risk‑management software solution.

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Products & services

✓ Offered4

Investment and Financial Advisory services

Investment and Financial Advisory services for private banking clients abroad, particularly from developing countries; advisory focused on safety and security rather than emerging markets or risky assets.

Explore, acquire, and maintain sources of wealth

Identify and acquire sources of wealth in Switzerland, including well-managed businesses in defined niche markets; investment management and growth, with Sharia-compliant options.

Economic Intelligence

Collecting and analysing open-source information to support monitoring, strategic planning, business and competitive intelligence, risk management, negotiations and asset tracing.

CMS (Client Management System)

Third-party risk management software for compliance professionals, with anti-corruption and ESG modules, risk evaluation, screening, enhanced due diligence, mitigation actions and reporting dashboards.

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Peak Values AG

About the company

Products & services

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Peak Values AG

About the company

Products & services

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