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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLuganoPER4M SA
PER4M SA Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of Per4m is the provision of financial services, particularly in the areas of wealth management, investment advice, investment banking and family office services. The company offers its clients individually tailored financial solutions to manage, preserve and increase their assets.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered8
Wealth management
Wealth management for affluent private individuals, families, entrepreneurs and professionals; personalized investment strategies, portfolio management, capital preservation and long-term growth.
Investment advisory
Investment advisory with an individual assessment of investment horizon, risk profile and objectives; selection of suitable investments, performance monitoring and support with portfolio allocation.
Discretionary wealth management
Discretionary wealth management with a personalized investment strategy, ongoing portfolio management and rebalancing, diversification and reporting focused on capital preservation.
Advisory wealth management
Advisory wealth management with specialized investment recommendations, order execution, performance monitoring, and individual support with asset allocation and rebalancing.
Execution-only mandate
Execution of investment orders without discretionary management; classification of the investment profile, execution of purchases and sales, and support within the defined portfolio.
Family office services
Family office services with central coordination of wealth management, tax planning, estate planning, philanthropy, administration, reporting and collaboration with legal and tax advisors.
Monitoring and consolidation of assets
Monitoring and consolidation of financial and non-financial assets across multiple banks; periodic overview and use of a portfolio management system.
Introduction and coordination with custody banks
Introduction to suitable custody banks, support with account opening, administrative coordination and alignment of the banking relationship within the scope of the mandate.
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4.1/5

PER4M SA

Trust & reputation

ranQ Trust Score of PER4M SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

PER4M SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
PER4M SA scores 90.9 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
PER4M SA scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
PER4M SA scores 0.3 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.0.34%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

PER4M SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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Location

Via Carlo Maderno 6
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-103.010.455
Founded
2000 · 26 years
Last commercial register change
December 30, 2025
Employees
11 to 20
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.85.03%
    • Full methodology

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