Perpetual Wealth AG is a wealth management boutique offering financial and family office services to a sophisticated international clientele.

Perpetual Wealth AG is a member of Aquila Ltd., which is regulated by FINMA (Swiss Financial Market Supervisory Authority) as a security dealer and as a bank.

Perpetual Wealth AG is a member of SAAM, Swiss Association of Asset Managers, and FINMA regulated.

PricewaterhouseCoopers AG is the audit firm of Aquila AG. Perpetual Wealth, as a partner company of Aquila AG, is audited with regards to anti-money laundering rules as well as other regulations

About us

We are a team of experienced financial advisors with a global network of dedicated business partners with whom we provide highly professional and discreet services to our clients.

Dragana Andric

Senior Partner

Senior Asset Manager (HWD) with more than 25 years of experience in the Swiss banking industry; former Senior Relationship Manager at Credit Suisse AG in Zurich with a focus on Central and Eastern Europe; former Senior Relationship Manager at UBS AG in Zurich managing international clients; former Corporate Banker at UBS AG in Zurich managing Large Corporates & Multinationals; English, German and Serbo-Croatian speaker.

Tatjana Pandurov

Portfolio Manager

Portfolio Manager (CIIA) with more than ten years of experience in the Swiss banking industry advising private and corporate clients with international background; former Relationship Manager at Migros Bank AG in Zurich; English, German, Serbo-Croatian, French and Spanish speaker.

Lazar Jovanovic

Managing Partner

Economist (BBA HWZ) with more than 20 years of experience in the Swiss banking industry with a focus on Central and Eastern Europe; former Senior Relationship Manager at Bank Julius Baer & Co. Ltd. in Zurich; former Relationship Manager at UBS AG in Zurich; English, German, Serbo-Croatian, French and Russian speaker.

Our Services

We listen; we understand; we deliver!

Wealth Management

Our boutique approach allows you to benefit from a unique wealth management solution we create inhouse or in cooperation with our external financial partners.

Investment Advisory

We strongly believe Advisory requires information, independence, individuality and innovation which is why we screen and simplify to enable you and us an optimal investment decision making.

Real Estate and Private Equity Solutions

Limited to qualified investors and upon demand, we advise and search on interesting real estate
and private equity ideas from our home markets and abroad.

Estate and Succession Planning

In today’s complex regulatory environment, protecting and preserving wealth demands for a systemic and professional expertise our network of external business partners is providing.

Family Office Services

Your needs are our guidance. We aim to provide a service beyond expected.

Research

Quarterly macro reports

Contact Us

Perpetual Wealth AG
Strehlgasse 33
8001 Zurich
Switzerland
T: +41 43 500 17 10
F: +41 43 500 17 15
info@perpetual-wealth.ch
www.perpetual-wealth.ch