Peritus Investment Consultancy
HQ Address
Walchestrasse 23, 8006 Zurich, Switzerland
Website Address
Business introduction
Watching over the top performers
Our mission is to enhance the investment experience clients have in the management of their wealth
We are an independent, privately owned company and value our integrity and freedom to offer impartial advice. Independent ownership allows us to avoid the possibility of interference and motivates us to think and behave in the interests of our clients. Furthermore our size means we can be proactive, fast moving and focused on service.
Our team of industry experts are all encouraged to participate in the equity of the firm which creates a partnership culture. Ownership of the equity assures our clients that their relationships will have longevity and our team motivated to achieve client satisfaction. Peritus is regulated by the VSV but our regulatory audit is provided by PricewaterhouseCoopers.
Peritus Investment Consultancy Solutions
Expert Witness
Our performance monitoring tools provides a vast database of information on the relative performance of the investment community which supports the analysis of expert witness claims relative to peer group, benchmark or customised measures. Peritus analysts perform deep due diligence on the wider investment and private banking industry. This supports a......
business needs
view solutionInvestment Consultancy
Wealth that has been created should not be destroyed. Our philosophy is that capital should firstly be preserved and secondly grown. This results in us identifying companies who are not only good at generating consistent positive returns but who also are excellent at minimizing or avoiding losses. The essential first step......
business needs
view solutionInvestment Monitoring
We can help design an internal solution or offer an outsourced solution in the following areas: Manager performance analysis Account risk profiling Asset allocation modeling Manager proposals Core manager list design Beauty parade support Fee negotiation / agreement reviews Ongoing manager monitoring ...
