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

Perpetual Wealth AG is licensed as an “asset manager” within the meaning of Art. 17 et seq. Financial Institutions Act (FinIA) by the Swiss Financial Market Supervisory Authority (FINMA) and is supervised by the supervisory organization AOOS.

Perpetual Wealth AG is audited with regards to anti-money laundering as well as other regulations by PricewaterhouseCoopers AG.

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.

Dr. Costa Vayenas

Senior Investment Consultant

An advisor to banks and asset managers, Costa is Senior Investment Consultant at Wellershoff & Partners in Zurich.

Previously he spent twenty-five years as an analyst for UBS in London, New York and Zurich, most recently as Head of Research and Credit for Emerging Markets.

Costa is a guest lecturer for for-credit seminars at the Department of Banking & Finance at the University of Zurich and at the Institute of Science, Technology and Policy at the ETH Zurich. Costa is the author of numerous books and publications on economics, digitalisation and a language algorithm. He did a doctorate in Political Science at the University of South Africa and completed the international management programme at INSEAD, France. Costa speaks several languages, including English, German and Greek.

Sebastian Kistner

Strategic Advisor

Sebastian holds a BA in Communication Studies (ZHAW) and has almost 20 years experience in corporate communications and senior management advisory, with a focus on financial/capital markets/investor communications, ESG and brand positioning. In 2022, he joined LGT Capital Partners, a leading global specialist in alternative investing (private markets, liquid alternatives, multi-asset/multi-alternative solutions), as an advisor, and was subsequently appointed Head of Corporate Communications. Prior to that, Sebastian held several senior leadership roles in large international and Swiss corporations, including Credit Suisse in Zurich and Singapore, the US pharmaceutical company Pfizer and the Swiss telecommunications provider Swisscom. Additionally, he has managed a number of entrepreneurial businesses. Sebastian speaks German, English, Italian and French.

Lazar Jovanovic

Founder & Managing Director

Lazar is an Economist (BBA HWZ) with more than 20 years of experience in the Swiss banking industry, with focus on Central Europe. In 2015, he founded Perpetual Wealth as a wealth management boutique for international clients, and has lead the company as its Managing Director since its inception. Prior to that, Lazar was a Senior Relationship Manager at Bank Julius Baer and a Relationship Manager at UBS, both in Zurich. In private capacity, he has been an investor in various real estate and venture capital projects in Switzerland for many years. Lazar is fluent in English, German, Serbo-Croatian, Russian and French.

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 custodian banks as Bank Vontobel, UBS and Banque Pictet.

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.


Quarterly macro reports


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