Our Growth Story
At Per4m, our most valuable asset is the trust and satisfaction of our clients. We are proud to say that our growth since 2000 has been fueled through word of mouth.
Our existing clientele's positive experiences and their willingness to recommend us to their friends and family have been instrumental in our success.
We believe in building lasting relationships based on personalized service, tailored financial strategies, and unwavering commitment to our clients' financial well-being. It's this dedication that inspires our clients to share their experiences with others, helping us grow and reach more people who can benefit from our expertise.
Excellence is our mission.
Clients trust us with their wealth and assets, both financial and non-financial.
Our mission is to manage and grow this wealth through expert advice on asset allocation and investment products, developing strategies that align with their needs and expectations.
We focus on performance and capital preservation, delivering tailored solutions that prove their value over time through listening, strategizing, and continuous collaboration.
Our owners and management co-invest in our recommendations, aligning clients’ interests with ours.
Values that create value
01.
We consistently deliver
The interests of our clients always come first. We honor our commitments with unwavering integrity, speaking with the courage of our convictions. As trusted financial advisors, we uphold a stringent investment philosophy grounded in diligence, rigorous methods, and meticulous processes.
02.
We are driven by performance
Passion fuels our work, driving us to perform at the highest level. We strive to out-think and out-work our competitors, valuing strong expertise and a relentless desire to learn, adapt, and grow. Our commitment to excellence ensures we deliver outstanding results for our clients.
03.
We are progressive by nature
Continuous improvement is key to bringing the best of Per4m to our clients while expertly managing risk. Our solid foundations enable us to leverage the technical expertise and comprehensive skills set of the largest financial institutions, all while maintaining the agility and spirit of a boutique firm.
Heritage is an asset.
Founded in 2000 and headquartered in Lugano, Per4m provides a comprehensive suite of services including wealth management, asset management, investment advice, and select investment banking services such as direct investments, tailored to the specific needs of our clients.
Our distinguished clientele includes affluent individuals and families, entrepreneurs, and accomplished professionals from Switzerland, Europe, North Africa, and the Middle East.
Services
We craft our services in the interest of our clients
At Per4m, we do more than manage assets. We guide our clients through challenging financial decisions and help them seize opportunities tailored to their unique profiles and circumstances.
Management of your
financial assets
Management & supervision
of your global wealth
