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DirectoryFinance & InsuranceExternal Asset ManagementBäch SzPrincipalis AG
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Principalis AG

Summary

About the company

The core activity of Principalis is the management of assets for private individuals and families, particularly through investment advice, asset management and family office services.

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Products & services

Industry:External Asset Management
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Family Office / Wealth Advisory
Shared family investment office for a small number of families; strategic asset allocation, advice on a consolidated wealth structure, goal setting and long-term wealth preservation.
Investment Selection and Recommendations
Selection of funds and direct investment opportunities; recommendations from a broad investment universe including private equity, venture capital, real estate, infrastructure, equities, debt and fixed income.
Wealth Allocation and Portfolio Construction
Building an optimal consolidated wealth allocation across traditional investments, private markets and real assets; use of passive instruments, thematic satellites, collective investments and co-investments.
Portfolio Monitoring and Reporting
Account and portfolio consolidation, portfolio monitoring, risk management and portfolio reporting for complex wealth structures with multiple banks and service providers.

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Location

Seestrasse 63
8806 Bäch Sz

At a glance

Legal form
Corporation
UID
CHE-439.288.877
Founded
2024 · 2 years
Last commercial register change
October 22, 2024
Employees
11 to 20

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