The core activity of PPP Invest AG is asset management, investment consulting and product solutions for private, professional and institutional clients.
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Industry:External Asset Management
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Wealth management for private, professional and institutional clients; active mandate management, regular reporting, institutional investment strategies, classic equity, bond and alternative investments.
Investment advisory
Investment advisory with an analysis of the overall financial situation, definition of investment objectives and risk profiles, development of an individual investment strategy as well as ongoing adjustment and monitoring.
Tailor-made investment products
Design, implementation, administration and monitoring of individual investment products; structuring products with capital protection, growth or crypto/portfolio strategies.
Advisory for structured products and funds
Advisory for structured products and funds, second opinions on existing products, re-engineering, launch of new investment funds and change of fund domicile.
Partner program for financial intermediaries
Partner program for financial intermediaries with sales support, actively managed financial products and financial structures, as well as a fully regulated liability umbrella.
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