Who we are
Priva-Corp Advisors Ltd. is a thoroughly Swiss wealth management company: cosmopolitan and dynamic whilst upholding ethics and valuing traditions. As independent and neutral investment advisors, we are dedicated to serving the interests of our clients. We attach great importance to speaking to our clients in person and establishing long-term, trusting business relationship. Our solutions are always tailored to suit our clients’ needs.
What we do
With a particular focus on clients from Switzerland and Latin America, Priva-Corp Advisors Ltd. offers the full range of asset management services. We work with our clients to develop a customised investment strategy and manage their assets directly, measuring ourselves against an objective return target at all times. We support our clients in monitoring and safeguarding their investments by means of asset overviews, analyses and optimization proposals.
Our value proposition
Priva-Corp Advisors Ltd. is committed to the highest ethical standards. Fairness and honesty are the maxims of our mission statement and thus the guiding pillars of our client work and personnel policy. Our advisory services and transactions always centre around the best interests of our clients. Not only do we provide transparent and comprehensive information about the risks associated with an agreed service, but we are also happy to be measured by our success by letting you track key performance metrics. To avoid conflicts of interest, we do not engage in proprietary trading. Moreover, we refrain from accepting retrocession payments.
How we are supervised
Since the introduction of the new Financial Institutions Act (FinIA), all financial institutions require a license from the Swiss Financial Market Supervisory Authority FINMA to carry out their professional activities as asset managers. On January 22, 2024, Priva-Corp Advisors Ltd. was granted said authorization as an asset manager. From that date, Priva-Corp Advisors Ltd. has been included on the list of asset managers licensed by FINMA and supervised by a supervisory organization.
Priva-Corp Advisors Ltd. is monitored by the supervisory organization AOOS - Schweizerische Aktiengesellschaft für Aufsicht and audited by the audit firm TTP FINAUDIT c/o TTP Consulting Ltd.
Further information can be found here.