Wealth management is an important pillar to protect your wealth and achieve your long-term investment objectives. VENTIRA helps its clients through the entire process.
VENTIRA, located in the heart of Zurich, acts as a single point of contact for the client in relation to its financial and non-financial matters. We provide our clients with investment management and advisory solutions in order to achieve their long-term goals and offer our clients independent advice from traditional banks and investment product specialists.
Our clients usually already have a large part of their wealth in non-financial or real assets, respectively. The main assets being either an ownership of a privately held company or real estate. This fact is decreasing with increasing overall wealth allowing for greater diversification benefits.
We help our clients to profit from such diversification effects early on by focusing on our core expertise in allocating part of their wealth to traditional asset classes such as equities, fixed income etc. and to achieve our client’s overall long-term financial objectives while considering their individual risk appetite profile. The implementation of an appropriate client portfolio takes several factors into consideration and is re-evaluated on an on-going basis. We make sure that our highly structured investment process takes all the relevant factors into consideration.
For our core services, we intend to limit the use of third-party investment providers, unless required and in the interest of our clients. We acknowledge that some clients may require certain exposure into alternative asset classes (such as real estate, private equity, digital assets). In this case, we are happy to advise our clients on appropriate solutions and identify suitable investment providers.
VENTIRA is a privately owned leading Swiss wealth management company, founded in 2012. VENTIRA is licensed by the Swiss Financial Market Supervisory Authority (FINMA) and supervised by OSFIN in accordance with the Federal Financial Institutions Act (FinIA)
Since its inception, VENTIRA is one of the few Swiss based wealth management companies that is a registered investment advisor with the United States Securities and Exchange Commission (the „SEC“) under the Investment Advisers Act of 1940.
Please contact us for more information or visit the regulatory section.
Find out more about current market events and topics from the investor's perspective.
8 June 2022
banks across the globe. In this case, having a holistic overview on asset allocation, risk exposure and performance metrics may be a challenge for individual...
Read More8 June 2022
VENTIRA primarily provides investment management solutions to private individuals, thereby, offering discretionary and advisory services. The offering differs on the degree of freedom the client...
Read More25 April 2022
The client is at the core of our services. While VENTIRA does not generally provide legal or tax advice, we still may be involved in...
Read MoreVENTIRA provides investment management solutions primarily to private individuals, thereby, offering discretionary and advisory services. The offering differs on the degree of freedom the client wishes to maintain regarding the investment decision process. We manage and advise on client portfolio according to our investment philosophy, incorporating the individual needs, objectives, and risk tolerances of our clients.
Clients may wish to diversify their personal assets into financial (e.g. equities, fixed income) or non-financial assets (e.g. real estate, art) as well as hold their financial assets with multiple banks across the globe. In this case, having a holistic overview on asset allocation, risk exposure and performance metrics may be a challenge for individual clients.
The client is at the core of our services. While VENTIRA does not provide legal or tax advice, we still may be involved in other financial and non-financial matters pertaining to our client’s daily life. We are happily acting as a sparring partner to our clients and their external advisors when it comes to specific tax and wealth structuring advice. We can assist our clients in assessing the best advisors or service providers tailored to their needs.– considering performance and cost control.
Please speak to us about your requirements. We will schedule a personal meeting to evaluate your expectations and to define a customized solution according to your investment goals. This forms the basis for a long-standing and successful client relationship. We look forward speaking to you.
VENTIRA Private Wealth Management Ltd.
Genferstrasse 23
CH-8002 Zurich
SWITZERLAND
Phone: +41 (0) 41 748 22 90
Email: contact@ventira.ch