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DirectoryFinance & InsuranceFinancial ServicesZurichPrio Partners AG
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Verified· 4 sources

Prio Partners AG

Summary

About the company

Prio Partners AG is an independent wealth manager providing investment management and family office services to private clients, entrepreneur families, foundations and institutions. Services include multi‑asset and equity strategies, liquidity and bond management, gold investments and a rule‑based ETF approach (Prio Partners Active Indexing®).

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Products & services

Industry:Financial Services
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Wealth management
Professional wealth management for individual clients and collective investments; discretionary mandates, implementation of the investment strategy, evaluation of investment opportunities, as well as risk analysis and reporting.
Family Office
Comprehensive family office services for family assets; private secretarial services, delegation of administrative tasks, bookkeeping and tax returns, strategic dialogue, succession planning, philanthropy and direct investments.
Prio Partners Core Strategy
Multi-asset, balanced core portfolio with active allocation across equities, bonds, liquidity and gold; aimed at sustainable positive returns with the lowest possible volatility.
Prio Partners Active Indexing®
Systematically constructed ETF equity strategy for global equity market returns; rules-based investment process with fundamental analysis and consideration of the Value and Quality factor premia.
Investment commentary
Independent investment commentaries every 6–8 weeks with analyses and clear language; positioning of market developments and reflection on current trends.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

December 19, 2024Media
Patrick Cettier: «Das bestgehütete Geheimnis am Finanzplatz»
finews.ch

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Location

Stockerstrasse 12
8002 Zurich
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-349.498.861
Founded
2024 · 2 years
Last commercial register change
September 22, 2025
Employees
11 to 20

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