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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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Our Services

Our products and services share fundamental principles of preserving capital and delivering performance in diverse market environments.


  • Asset Management

    Your relationship with Private Value AM can be structured in a variety of ways depending on your desired level...

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  • Investment Banking

    Institutional clients require established partners to structure their investment vehicles.

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  • Investment Vehicles and Investment Funds

    Private Value AM provide best in class solutions for the arrangement of investment vehicles, namely:

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  • Corporate Broking

    Private Value offers Corporate Broking supporting Clients from deals' origination to settlement.

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  • Family Office services

    The larger the fortune, the more critical it is to ensure proper oversight of your assets and the associated risks...

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  • Listing services

    Private Value AM is appointed Listing Agent for European Wholesale Securities Market (EWSM).

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Private Value Asset Management


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.

Private Value AM

C.so Elvezia, 25
CH- 6901 Lugano - SWISS
Phone: +41 (0)91 922 97 22
Fax: +41 (0)91 922 97 23
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