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DirectoryFinance & InsuranceFunds & Investment CompaniesZurichPvB Pernet von Ballmoos AG
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PvB Pernet von Ballmoos AG

Summary

About the company

The core activity of PvB Pernet von Ballmoos AG is fund management and administration, particularly for alternative investment products. This includes taking over operational management tasks, managing risks, and complying with regulatory requirements. The company also provides consulting services to customers to develop long-term, sustainable solutions.

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Industry:Funds & Investment Companies
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Structuring and Operation of Swiss Investment Funds
Structuring and operating investment funds under Swiss law for liquid assets, real estate, crypto assets and private-market investments; as an all-in-one package or with individual value creation steps.
Portfolio Accounting and Investment Controlling
Portfolio and financial accounting, shadow accounting as well as investment controlling with monitoring of hard and soft investment guidelines and restrictions.
Risk Management and Compliance
Delegable risk and compliance function for FINMA-regulated asset managers of collective assets at product and company level.
Investment Administration and Mid-Office
Operational implementation of investment decisions, in particular for private-market programmes with capital calls, subscription formalities, commitment accounting, monitoring and fee calculations.
Business Management and Governance
Executive and operational leadership of fund structures such as Swiss Limited Partnerships, SICAVs and investment foundations, as well as coordination of the fund network and the parties involved.

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Location

Zollikerstrasse 226
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-111.758.320
Founded
2004 · 22 years
Last commercial register change
July 10, 2026
Employees
11 to 20

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