Perennium

Perennium

Services

What we can 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.

Legal terms

Please read the legal notice.

For our clients (or propective clients): please read the client privacy notice.

Copyright © 2023 PERENNIUM™ SA
All rights reserved

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