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DirectoryFinance & InsuranceExternal Asset ManagementZurichPrincipal Vermögensverwaltung AG
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Principal Vermögensverwaltung AG

Summary

About the company

The company's core activity is wealth management, in particular providing wealth management, advisory and family office services to international clients. This also includes fund management and private markets.

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Products & services

Industry:External Asset ManagementFunds & Investment Companies
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Private Equity & Venture Capital
✓ Offered4
Wealth management
Discretionary wealth management with an individual investment strategy, strategic and tactical allocation, direct investments and external managers, ongoing risk management and custody account management at the bank of choice.
Funds
Establishment and management of investment funds, customised fund solutions, support for Liechtenstein-domiciled funds, Private Label Funds and collaboration with international fund managers.
Family Office
External Family Office for organising, structuring and managing overall assets, selection of asset managers and custodial banks, reporting, monitoring and a consolidated view of assets.
Private Markets
Private Markets investments with direct equity interests, club deals, co-investments and fund investments in private equity, venture capital, real estate, private debt and hedge funds.

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Location

Stockerstrasse 57
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-115.816.577
Founded
2010 · 16 years
Last commercial register change
March 13, 2026
Employees
21 to 50

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