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DirectoryFinance & InsuranceExternal Asset ManagementLuganoPER4M SA
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PER4M SA

Summary

About the company

The core activity of Per4m is the provision of financial services, particularly in the areas of wealth management, investment advice, investment banking and family office services. The company offers its clients individually tailored financial solutions to manage, preserve and increase their assets.

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Offering

Products & services

Industry:External Asset Management
✓ Offered8
Wealth management
Wealth management for affluent private individuals, families, entrepreneurs and professionals; personalized investment strategies, portfolio management, capital preservation and long-term growth.
Investment advisory
Investment advisory with an individual assessment of investment horizon, risk profile and objectives; selection of suitable investments, performance monitoring and support with portfolio allocation.
Discretionary wealth management
Discretionary wealth management with a personalized investment strategy, ongoing portfolio management and rebalancing, diversification and reporting focused on capital preservation.
Advisory wealth management
Advisory wealth management with specialized investment recommendations, order execution, performance monitoring, and individual support with asset allocation and rebalancing.
Execution-only mandate
Execution of investment orders without discretionary management; classification of the investment profile, execution of purchases and sales, and support within the defined portfolio.
Family office services
Family office services with central coordination of wealth management, tax planning, estate planning, philanthropy, administration, reporting and collaboration with legal and tax advisors.
Monitoring and consolidation of assets
Monitoring and consolidation of financial and non-financial assets across multiple banks; periodic overview and use of a portfolio management system.
Introduction and coordination with custody banks
Introduction to suitable custody banks, support with account opening, administrative coordination and alignment of the banking relationship within the scope of the mandate.
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Location

Via Carlo Maderno 6
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-103.010.455
Founded
2000 · 26 years
Last commercial register change
December 30, 2025
Employees
11 to 20

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