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DirectoryFinance & InsuranceExternal Asset ManagementChamPilatus Partners AG
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Pilatus Partners AG

Summary

About the company

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.

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Wealth management
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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Location

Papieri-Ring 6
6330 Cham

At a glance

Legal form
Corporation
UID
CHE-441.957.653
Founded
2013 · 13 years
Last commercial register change
August 6, 2025
Employees
1 to 10

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