Asset Management

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

...of involvement in your investment portfolio.

You can choose between Discretionary Management or appointing us in an Advisory capacity. Our Advisory role gives you total investment control while we support you with regular tracking and update you on the latest developments with consolidated reports. If you seek professional asset allocation and investment guidance, you will prefer to invest their assets through our Discretionary Portfolio Management offerings. These portfolios reflect the best of our thinking in both asset allocation and implementation vehicle selection. Discretionary portfolios are diversified and actively managed, with portfolios designed to optimize returns across the spectrum from conservative to aggressive allocations. Clients can remain as involved as they choose, and will receive comprehensive reporting regarding the positioning and performance of their investment portfolios, but decision making responsibility will lie with Private Value AM.

Our Investment Advisory and Portfolio Asset Allocation has a specific focus on Alternative Investments

Whether your profile is conservative, balanced or dynamic, our expertise allows you to marry your objectives to the limits you set. Alternative Investments, namely Private Equity deals and Real Estates are the perfect diversification and decorrelated asset class to meet your expectation in terms of risk/rewards

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

Piazza San Roch, 2
CH- 6537 Grono Grigioni - SWISS
Phone: +41 (0)91 922 9722
Fax: +41 (0)91 922 97 23
This email address is being protected from spambots. You need JavaScript enabled to view it.