Perpetual Wealth AG is a wealth management boutique offering financial and family office services to a sophisticated international clientele.
Perpetual Wealth AG is an active member of the Swiss Association of Asset Managers (SAAM) and the Swiss Supervision Organisation AOOS and complies with the «Code of Ethics and Professional Conduct» for performing of independent asset management services, which is approved by the Swiss Financial Market Supervisory Authority (FINMA).
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.
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
Founder
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
Monthly 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 |