Perennium

Perennium

is an independent investment firm...

… established in Switzerland in 2013, and led by Arnaud Apffel and Olivier Dupraz.

The scope of our activities spans across all aspects of the management of financial wealth.

In the context of its investment management activities, Perennium is supervised by SO-FIT SO-FIT is a supervisory organisation authorised by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of portfolio managers and trustees pursuant to Articles 43 et seq. of the Swiss Financial Institutions Act (FinIA). and is licensed by FINMA.

Perennium Services

What we do for you

Wealth management

Discretionary Portfolio Management. Sustainable & Responsible Investing.

Custodian Bank Selection

Selection process. (Final choice up to the client.)

Consolidated Reporting

Performance & risk analytics. Cost monitoring and control.

Special
Missions

Portfolio Audit. Investment Education / Next Generation. Foundations governance.

Dedicated to non-profit organisations (charitable foundations, pension funds, associations…), established in Switzerland in 2013.