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Private Value AM is a Swiss registered Investment Management Company vigilated by PolyReg. Download here our Corporate Presentation. |
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The expertise of its team enables Private Value AM to offer a complete range of services to both private and institutional clients internationally. As part of its commitment and long-term support, Private Value sets itself clear objectives that respond to clients’ needs. To accomplish the Company’s value proposition, the managers concentrate on the following priorities:
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ENTRUST REQUIRES TRUSTTo build a relationship on solid ground, mutual trust is vital. That is why frequent meetings and total transparency are the two keys to future success. |
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A RELIABLE PARTNERIn a long-term perspective, Private Value sees its client relationships as a partnership. That is why the time allocated to meeting and exchanging information is of major importance to both sides. It allows a maximum understanding of the parameters and processes related to the investment. |
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PRIVATE, NOT SECRETDiscretion is a very noble art of living as opposed to showing off. We believe being discreet is part of a wealth manager’s mandate. |
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Our products and services share fundamental principles of preserving capital and delivering performance in diverse market environments.
Your relationship with Private Value AM can be structured in a variety of ways depending on your desired level...
Institutional clients require established partners to structure their investment vehicles.
Private Value AM provide best in class solutions for the arrangement of investment vehicles, namely:
Private Value offers Corporate Broking supporting Clients from deals' origination to settlement.
The larger the fortune, the more critical it is to ensure proper oversight of your assets and the associated risks...
Private Value AM is appointed Listing Agent for European Wholesale Securities Market (EWSM).
Our portfolios enjoy a significant decorrelation from standard benchmark due to our focus on Alternative Investments (AI), while keeping the overall risk exposure to low-medium. Our strategy on AI is mainly driven towards Private Equity deals with solid and low risk underlyings, such as Real Estate assets.
Private Value Asset Management was founded in Lugano in 2006 as a Family Office, providing asset management and fiduciary services to High Net Worth Individuals and Institutional clients. The Company’s Management Team has a long standing expertise and track record in Private Equity and Investment Banking and has build over the years a substantial portfolio of trusted and highly reputable institutional counterparties in Switzerland, Europe and worldwide, allowing its clients to access to a comprehensive platform of top rate services.
In a world dominated by aggressive requests of transparency and disclosure, we understand the value of preserving our clientele’s private life and business, while maintaining a firm approach toward compliance and due diligence.