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

About the company

Perpetual Wealth AG is a wealth management boutique providing financial and family office services to an international, sophisticated clientele. The firm is licensed as an “asset manager” under FinIA by FINMA, supervised by the supervisory organisation AOOS and audited by PricewaterhouseCoopers AG for AML and regulatory compliance. Its services include wealth management, investment advisory, real estate and private equity solutions for qualified investors, estate and succession planning, and family office services.

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Offering

Products & services

Industry:External Asset Management
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4.1/5

Perpetual Wealth AG

Private Equity & Venture Capital
✓ Offered5
Wealth Management
Boutique wealth management solutions, created inhouse or with custodian banks such as Bank Vontobel, UBS and Banque Pictet.
Investment Advisory
Investment advisory with screening and simplification for optimal investment decision making, based on information, independence and individuality.
Real Estate and Private Equity Solutions
Advice and search for real estate and private equity ideas from home markets and abroad, limited to qualified investors and provided upon request.
Estate and Succession Planning
Systemic and professional expertise for protecting and preserving wealth in a complex regulatory environment, delivered through external business partners.
Family Office Services
Family office services for private clients, presented as a bespoke support offering alongside wealth management and advisory services.
Trust & reputation

ranQ Trust Score of Perpetual Wealth AG: 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.

Perpetual Wealth AG 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.
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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%
Perpetual Wealth AG scores 82.3 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.92.512%
  • 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.55.07%
Perpetual Wealth AG 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%
Perpetual Wealth AG scores 1.1 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 35.1.14%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Perpetual Wealth AG 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

Strehlgasse 33
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-268.241.641
Founded
2014 · 12 years
Last commercial register change
August 29, 2025
Employees
1 to 10
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.70.03%
  • Full methodology

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