The core activity of Pilatus Partners AG is wealth management, particularly in the management of fixed-income investments and their implementation through direct investments, as well as in the support of family offices and the preservation of customer assets across generations.
Modular wealth management with client-specific teams, an individual investment strategy, risk appetite, and long-term goals; objective advice and independent implementation.
Family Office Services
Bank-independent multi-family office services for families, with access to independent solutions, governance structures, and smooth day-to-day operation of the family office.
Strategy consulting
Capturing clients’ needs and objectives, defining risk appetite, deriving the asset allocation, as well as quarterly tactical adjustments and rebalancing.
Family Office Councils and Investment Committees
Representation on family office councils and investment committees, guiding the next generation on financial matters, and participation in investment decisions.
Wealth controlling
Ongoing monitoring of assets with performance, risk, cost, and service control, as well as daily counterparty risk monitoring.
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