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DirectoryFinance & InsuranceExternal Asset ManagementGenevaPrimis Investment (Suisse) SA
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Primis Investment (Suisse) SA

Summary

About the company

The core activity of Primis Investment (Suisse) SA is independent wealth management and corporate finance. The company provides tailored advisory and wealth management services to private and institutional clients, including wealth management, corporate finance and advisory services.

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Offering

Products & services

Industry:External Asset Management
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✓ Offered3
Investment Advisory Services
Dedicated investment advice for private clients, families and institutional clients; market updates, targeted investment proposals, portfolio monitoring and bank order execution with client approval.
Discretionary Investment Management
Discretionary management of client assets; risk and investment profiling, definition of investable assets, investment decisions within agreed guidelines, regular performance and portfolio reporting.
Corporate Finance and Advisory
Corporate finance and advisory services for UHNW individuals, families, corporates and institutional investors; strategy formulation, business plans, exit planning, valuations, growth solutions, turnarounds, mergers and acquisitions, funding consultancy and private equity.

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Location

Hier entsteht die Karte
Rue Jacques-Balmat 5
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-173.302.673
Founded
2019 · 7 years
Last commercial register change
August 8, 2023
Employees
11 to 20

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