The core activity of Premium Assets SA is wealth management for private and institutional clients. This includes defining investment strategies, managing assets, advising on wealth succession and providing administrative support for asset management. The company also offers services such as selecting and monitoring investment products, creating asset reports and consolidating assets.
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Industry:External Asset Management
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Wealth management, definition of investment strategies tailored to clients’ objectives, profiles and time horizons; analysis of family or business wealth and recommendations by asset type.
Discretionary wealth management
Discretionary wealth management with strategic allocation aimed at a controlled risk level; continuous monitoring of the return/risk ratio to protect clients’ investments.
Investment advisory
Advisory mandate for clients who want to take part in investment decisions; provision of financial and economic research and support in achieving the objectives.
Presentation of investment opportunities
Identification, analysis and presentation of investment opportunities in specific asset categories, in particular real estate and private equity.
Administration of companies and asset structures
Formation and administrative management of companies, trusts and life insurance contracts; organization and transfer of wealth on a personal or professional basis.
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