Portas Capital AG is an investment adviser and asset manager. It serves wealthy families, private clients and institutional investors with investment strategies, wealth management, hedge fund and private equity solutions, and provides financial planning, pension and foundation services with an emphasis on risk control.
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Industry:Financial Services
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Independent wealth management and investment advice for affluent private clients, families, entrepreneurs and institutional investors; individual investment strategies, special mandates, family office services.
Financial planning
Financial planning including preparation of budgets and financial plans, tax analysis and tax optimization, wealth and income planning, real estate financing, and support in life situations.
Occupational pension provision
Administration and advice for pension assets, 1e solutions, vested benefits accounts, partial mandates with collective foundations, special mandates as well as risk analyses, portfolio simulations and asset allocation.
Foundation advisory
Services for foundations in Switzerland and abroad, including risk analyses, portfolio simulations, wealth management, incorporation, restructuring, organisation, controlling and consolidation.
Sustainable investments
Sustainable investment advisory and selection based on environmental, social and governance criteria, including sector analysis, exclusion criteria, voting rights exercise and transparency checks.
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