Portas Capital AG is an investment advisor and asset manager serving wealthy families, private clients and institutional investors. The firm provides investment strategies, portfolio implementation and risk management, and offers advisory services across asset classes including hedge funds, private equity, foundations, pensions and financial planning.
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Industry:Financial Services
✓ Offered9
Wealth management
Wealth management and investment advisory for affluent private individuals, families, entrepreneurs and institutional investors; individual investment strategies, special mandates, family office services and fund advisory.
Financial planning
Financial planning with budget and financial plan preparation, tax optimization, analysis of occupational pension provision, financing questions and the long-term comparison of income and expenses.
Pensions
Advisory and management of occupational pension assets with sub-mandates, 1e solutions, vested-benefit accounts, special mandates, as well as risk analyses and portfolio simulations for pension funds and investment foundations.
Foundations
Comprehensive services for foundations in Switzerland and abroad, including wealth management, risk analyses, portfolio simulations, organisation and management, foundation and restructuring advisory as well as asset consolidation.
Hedge Funds
Hedge fund portfolios with performance and risk analyses, predictability analyses, portfolio construction, manager selection, due diligence filters and multi-strategy as well as global macro/CTA approaches.
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