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DirectoryFinance & InsuranceExternal Asset ManagementZurichPerpetual Wealth AG
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Perpetual Wealth AG

Summary

About the company

Perpetual Wealth AG is a wealth management boutique providing financial and family office services to an international, sophisticated clientele. The firm is licensed as an “asset manager” under FinIA by FINMA, supervised by the supervisory organisation AOOS and audited by PricewaterhouseCoopers AG for AML and regulatory compliance. Its services include wealth management, investment advisory, real estate and private equity solutions for qualified investors, estate and succession planning, and family office services.

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Products & services

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Private Equity & Venture Capital
✓ Offered5
Wealth Management
Boutique wealth management solutions, created inhouse or with custodian banks such as Bank Vontobel, UBS and Banque Pictet.
Investment Advisory
Investment advisory with screening and simplification for optimal investment decision making, based on information, independence and individuality.
Real Estate and Private Equity Solutions
Advice and search for real estate and private equity ideas from home markets and abroad, limited to qualified investors and provided upon request.
Estate and Succession Planning
Systemic and professional expertise for protecting and preserving wealth in a complex regulatory environment, delivered through external business partners.
Family Office Services
Family office services for private clients, presented as a bespoke support offering alongside wealth management and advisory services.

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Location

Strehlgasse 33
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-268.241.641
Founded
2014 · 12 years
Last commercial register change
August 29, 2025
Employees
1 to 10

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