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PER4M SA

Summary

About the company

The core activity of Per4m is the provision of financial services, particularly in the areas of wealth management, investment advice, investment banking and family office services. The company offers its clients individually tailored financial solutions to manage, preserve and increase their assets.

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Offering

Products & services

Industry:External Asset Management

✓ Offered8

Wealth management

Wealth management for affluent private individuals, families, entrepreneurs and professionals; personalized investment strategies, portfolio management, capital preservation and long-term growth.

Investment advisory

Investment advisory with an individual assessment of investment horizon, risk profile and objectives; selection of suitable investments, performance monitoring and support with portfolio allocation.

Discretionary wealth management

Discretionary wealth management with a personalized investment strategy, ongoing portfolio management and rebalancing, diversification and reporting focused on capital preservation.

Advisory wealth management

Advisory wealth management with specialized investment recommendations, order execution, performance monitoring, and individual support with asset allocation and rebalancing.

Execution-only mandate

Execution of investment orders without discretionary management; classification of the investment profile, execution of purchases and sales, and support within the defined portfolio.

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PER4M SA

About the company

Products & services

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PER4M SA

About the company

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