ita

Private Value AM is a Swiss registered Investment Management Company
vigilated by PolyReg. Download here our Corporate Presentation.
|
|
|
|
  

Everything you need to know

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:

  • preservation of capital
  • long-term growth
  • asset allocation according to risk profile
  • a top-down and bottom-up investment approach

ENTRUST REQUIRES TRUST

To 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.

A RELIABLE PARTNER

In 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.

PRIVATE, NOT SECRET

Discretion is a very noble art of living as opposed to showing off. We believe being discreet is part of a wealth manager’s mandate.

  

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...

    MORE
  • Investment Banking

    Institutional clients require established partners to structure their investment vehicles.

    MORE
  • Investment Vehicles and Investment Funds

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

    MORE
  • Corporate Broking

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

    MORE
  • Family Office services

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

    MORE
  • Listing services

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

    MORE

Alternative Investments

Portfolio "Focus alternative"

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


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
This email address is being protected from spambots. You need JavaScript enabled to view it.