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DirectoryFinance & InsuranceExternal Asset ManagementGenevaPrimeGate SA
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PrimeGate SA

Summary

About the company

The core activity of PrimeGate SA is the provision of licensed asset management and wealth management services. The company offers an integrated wealth management platform based on a selective and dynamic network of world-leading experts and experiences.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered5
Discretionary wealth management
Management mandate with complete discretion according to an investment profile defined jointly; objectives, reference currency, time horizon, liquidity needs, risk tolerance, and quarterly reporting.
Advisory wealth management
Management mandate where each investment requires the client’s approval before bank execution; monitoring transactions and the terms agreed with the bank.
Family office
Comprehensive wealth management service with asset allocation, selection of custodians and managers, consolidation of accounts, and ad hoc or quarterly meetings.
Market advice and market analysis
Economic and market analyses, Quarterly Outlook Briefs, and comments on trends and market movements to support investment decisions.
Selection of custodial banks
Selection of banks for the safekeeping of assets and the banking relationship, with selection from nine retained banks based on essential criteria.
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Location

Cours de Rive 4
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-115.498.595
Founded
2010 · 16 years
Last commercial register change
December 20, 2023
Employees
1 to 10

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