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Prudens Advisors SA

Summary

About the company

The core activity of Prudens Advisors is independent asset management. The company offers individual asset management services, including the design, management and monitoring of investment portfolios, to achieve the goals and objectives of its clients. Prudens Advisors works with Swiss private banks to provide clients with access to a wide range of services.

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Offering

Products & services

Industry:External Asset Management

✓ Offered3

Wealth Management (Managed Accounts)

Portfolio management according to the client's objectives, with planning, asset allocation, selection of managers and performance reporting. Portfolios tailored to risk and investment horizon.

Investment Advisory (Execution Accounts)

Advice for execution accounts or advisory accounts, with order routing on the client’s instruction, investment ideas, risk analysis and portfolio rebalancing.

Turnkey model portfolios (Turn-Key Portfolios)

Diversified pre-built portfolios for different risk profiles and investment horizons, with a return/risk model and an annual review of allocations.

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Prudens Advisors SA

About the company

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Prudens Advisors SA

About the company

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