Classic investment advice with strategy monitoring for long-term investors.

You make your investment decisions independently and flexibly, without sacrificing regular monitoring of your portfolio and our tailored investment recommendations.

PRIMUS Advice
Classic investment advice with
strategy monitoring for long-term investors.
Advice and client support●●○○
Monitoring and reporting●●○○
Investment and market information●●○○
Our services
  • Personal advice and client support
  • Selection of five different investment strategies
  • Customised investment proposals
  • Regular portfolio monitoring
  • Comprehensive performance reporting
  • Sustainability report at portfolio level
  • Attractive conditions with additional discounts

Invest the right way to create and preserve wealth.
We would be happy to assist you in implementing your wishes. Please contact us.

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Asset management Investment advice Financial planning Financing / Credit (FL and CH) Professional Services (Intermediaries, Family Office, Custodian)
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Vielen Dank für Ihre Nachricht!
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