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DirectoryFinance & InsuranceFunds & Investment CompaniesZurichPeritus Investment Consultancy AG
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Peritus Investment Consultancy AG

Summary

About the company

The core activity of Peritus Investment Consultancy is to advise and support private individuals, foundations and other clients in selecting and monitoring investments. This includes researching and selecting leading global investment managers, monitoring and assessing the risks of investments, as well as supporting clients in negotiating fees and creating transparent reports. The company does not offer direct portfolio or fund management, but instead focuses on advising and supporting its clients in their investment decisions.

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Products & services

Industry:Funds & Investment Companies
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Investment Consultancy
Investment policy creation, strategic allocation, investment manager selection, fee negotiations, ongoing analysis, transparent reporting and review meetings for private clients and family offices.
Monitoring & Risk Assessment
Performance analysis, portfolio composition and attribution analysis, fee analysis, benchmark and peer-group assessment, tax efficiency review, manager communication and complaint-handling support.

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Location

Walchestrasse 23
8006 Zurich
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-109.702.913
Founded
2003 · 23 years
Last commercial register change
April 3, 2019
Employees
1 to 10

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