Principalis AG

Shared family investment office for a small number of families; strategic asset allocation, advice on a consolidated wealth structure, goal setting and long-term wealth preservation.

Selection of funds and direct investment opportunities; recommendations from a broad investment universe including private equity, venture capital, real estate, infrastructure, equities, debt and fixed income.

Building an optimal consolidated wealth allocation across traditional investments, private markets and real assets; use of passive instruments, thematic satellites, collective investments and co-investments.

Account and portfolio consolidation, portfolio monitoring, risk management and portfolio reporting for complex wealth structures with multiple banks and service providers.