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DirectoryFinance & InsuranceExternal Asset ManagementCoppetPeakView Sàrl
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PeakView Sàrl

Summary

About the company

The company offers an independent Private Investment Office solution for private family assets, specializing in investment management and serving as an alternative to traditional banks and asset managers.

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Offering

Products & services

Industry:External Asset Management
✓ Offered2
Private Investment Office (PIO)
Independent wealth management for affluent families and individuals; overseeing and managing financial assets, fully tailored to clients, with integration into existing bank, custody and family office structures.
Consulting Services
Support for membership or leadership of the Investment Committee, asset consolidation and reporting, advice on investment strategy and asset allocation, asset class advisory, manager analysis, and portfolio risk analysis.
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Location

Chemin des Chênes 10 E
1296 Coppet

At a glance

Legal form
Limited Liability Company
UID
CHE-329.648.471
Founded
2017 · 9 years
Last commercial register change
August 3, 2017
Employees
1 to 10

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