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DirectoryFinance & InsuranceFunds & Investment CompaniesZurichPegasus Investment Services AG
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Pegasus Investment Services AG

Summary

About the company

The core activity of Pegasus Investment Services AG is independent wealth management for private clients, particularly for high net worth families. The services include the development of investment strategies, asset allocation, portfolio management, risk management and reporting. The company offers a comprehensive range of wealth management services to achieve its clients' financial goals and increase their wealth in the long term.

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Industry:Funds & Investment Companies
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Portfolio management
Complete portfolio management, including strategy and asset allocation, portfolio management, ongoing monitoring of performance and fees, and consolidated reporting.
Investment advisory
Individual support for investment strategy, risk profile, and selection of financial instruments; solutions tailored to clients’ needs and objectives.
Risk management
Monitoring and managing portfolio risks, maintaining the desired risk level, and using instruments to adjust risk within the strategy.
Consolidated reporting
Professional consolidated reports with a complete overview of investments, transactions, and portfolio performance for transparency to clients.
Strategy and asset allocation
Defining the investment strategy and allocation of assets according to risk appetite, investment profile, and individual customer parameters.
Portfolio monitoring
Ongoing monitoring of transactions, financial instruments, portfolio objectives, performance, and fees using a digital system and regular review.
Fee and cost control
Continuous monitoring of fees, charges, and transactions to prevent additional or unnecessary costs with banks and service providers.
Model portfolios
Predefined model portfolios for conservative, balanced, and aggressive investment risks; based on Modern Portfolio Theory with diversification across asset classes.
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Location

Stadelhoferstrasse 28
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-410.911.922
Founded
2013 · 13 years
Last commercial register change
February 4, 2025
Employees
1 to 10

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