Perpetual Wealth Ag

Perpetual Wealth AG is a wealth management boutique offering financial and family office services to a sophisticated international clientele. Perpetual Wealth AG is an active member of the Swiss Association of Asset Managers (SAAM) and the Swiss Supervision Organisation AOOS and complies with the «Code of Ethics and Professional Conduct» for performing of independent asset management services, which is approved by the Swiss Financial Market Supervisory Authority (FINMA). Perpetual Wealth AG is audited with regards to anti-money laundering as well as other regulations by PricewaterhouseCoopers AG. SERVICES Wealth Management Our boutique approach allows you to benefit from a unique wealth management solution we create inhouse or in cooperation with our custodian banks as Bank Vontobel, UBS and Banque Pictet. Investment Advisory We strongly believe Advisory requires information, independence, individuality and innovation which is why we screen and simplify to enable you and us an optimal investment decision making. Real Estate and Private Equity Solutions Limited to qualified investors and upon demand, we advise and search on interesting real estate and private equity ideas from our home markets and abroad. Estate and Succession Planning In today’s complex regulatory environment, protecting and preserving wealth demands for a systemic and professional expertise our network of external business partners is providing. Family Office Services Your needs are our guidance. We aim to provide a service beyond expected.