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DirectoryFinance & InsuranceHolding CompaniesZurichPegasus Holding AG
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Pegasus Holding AG

Summary

About the company

Pegasus Holding AG is an independent asset management company licensed by the Swiss Financial Market Supervisory Authority (FINMA). It provides portfolio management, strategy and asset allocation advice, portfolio monitoring, consolidated reporting and fee oversight; mandates are managed under a limited power of attorney in client bank accounts and the firm cannot withdraw funds without client instruction.

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Products & services

Industry:Holding Companies
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✓ Offered5
Portfolio Management
Complete portfolio management services for families’ wealth, including strategy and asset allocation, portfolio management, performance monitoring, fee monitoring, and consolidated reporting.
Strategy & Asset Allocation
Strategy and asset allocation aligned with each client’s risk appetite, using advanced tools and experience to adjust investments to the client’s profile.
Portfolio Monitoring
Close monitoring of portfolio transactions and financial instruments, with a digital system used to track transactions and stay aligned with portfolio objectives.
Consolidated Reporting
Professional consolidated reports providing clients with a full overview of assets and transactions, supported by the firm’s custom system.
Monitoring Fees & Costs
Continuous monitoring of fees and charges, with review of transactions and fund movements to avoid additional or superfluous costs.

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Location

Stadelhoferstrasse 28
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-253.015.604
Founded
2021 · 5 years
Last commercial register change
December 29, 2023
Employees
1 to 10

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