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DirectoryFinance & InsuranceExternal Asset ManagementLucernePRIVEO Vermögensverwaltung AG

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PRIVEO Vermögensverwaltung AG

Summary

About the company

The core activity of Priveo AG is wealth management for private investors and institutional investors.

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Offering

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Industry:External Asset Management

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Individual wealth management mandates

Personalised wealth management mandates for private individuals and institutional investors, with mixed mandates and category mandates for equities or bonds.

Administration of vested benefits

Personalised mandates within retirement assets for vested benefits.

Family office services

Coordination of assets, taxes, retirement planning and succession and pension planning; consolidation of assets, monitoring of investment assets and analysis of existing portfolios.

Advisory mandates

Advisory services for investment markets based on our own market view and individual analyses; development of an investment framework, mandate tenders and second opinions.

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Location

Haldenstrasse 7

6006 Lucerne

At a glance

Legal form: Corporation
UID: CHE-181.349.346
Founded: 2016 · 10 years
Last commercial register change: March 28, 2023
Employees: 11 to 20

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