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PrimeGate SA

Summary

About the company

The core activity of PrimeGate SA is the provision of licensed asset management and wealth management services. The company offers an integrated wealth management platform based on a selective and dynamic network of world-leading experts and experiences.

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Offering

Products & services

Industry:External Asset Management

✓ Offered5

Discretionary wealth management

Management mandate with complete discretion according to an investment profile defined jointly; objectives, reference currency, time horizon, liquidity needs, risk tolerance, and quarterly reporting.

Advisory wealth management

Management mandate where each investment requires the client’s approval before bank execution; monitoring transactions and the terms agreed with the bank.

Family office

Comprehensive wealth management service with asset allocation, selection of custodians and managers, consolidation of accounts, and ad hoc or quarterly meetings.

Market advice and market analysis

Economic and market analyses, Quarterly Outlook Briefs, and comments on trends and market movements to support investment decisions.

Selection of custodial banks

Selection of banks for the safekeeping of assets and the banking relationship, with selection from nine retained banks based on essential criteria.

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PrimeGate SA

About the company

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PrimeGate SA

About the company

Products & services

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