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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesZugPMG Investment Solutions AG
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Verified· 4 sources

PMG Investment Solutions AG

Summary

About the company

PMG Investment Solutions AG is an independent Swiss fund management company and asset management boutique that structures, manages, administers and distributes tailor-made investment solutions for institutional clients. As a "general contractor" it covers the full value chain, including product structuring, fund administration, portfolio management and risk & compliance services.

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Industry:
Financial Services
✓ Offered7
Fund Management
Fund management for Swiss investment funds as well as for structured solutions in Luxembourg and Malta; supports the launch, product-/distribution concept, documentation and regulatory interfaces.
Structuring of fund and mandate solutions
Structuring of new funds, restructuring of existing funds or certificates; includes investment and distribution concept, tax and operational matters, as well as interfaces to service providers and authorities.
Portfolio and asset management
Portfolio and asset management for institutional clients; includes investment strategy, investment process, broker and counterparty management, the investment committee, portfolio trading and reconciliation.
Fund administration
Fund administration for Swiss, Maltese and Cayman Islands investment funds as well as mandate solutions; includes NAV calculation, NAV publication, unit holder register, reporting and controlling.
Securities accounting and valuation
Valuation activities and securities accounting within mandates; includes portfolio and position valuation, financial accounting and ongoing reporting.
Sales support
Sales support for investment funds and mandates; includes distribution authorization, management of distribution agreements, tax transparency, distribution platforms, co-marketing and investment reporting.
Risk and compliance management
Risk and compliance processes as a cross-functional function; creation and maintenance of legal documents, product governance, and, where needed, full risk management in a portfolio context.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Press

Media

November 17, 2023Media
Zuger Fondsleitung holt Ex-Manager von Blackrock
finews.ch

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Secure profile

Location

Dammstrasse 23
6300 Zug
Opening hours
Mon
07:30 - 18:00
Tue
07:30 - 18:00
Wed
07:30 - 18:00
Thu
07:30 - 18:00
Fri
07:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-101.685.932
Founded
1992 · 34 years
Last commercial register change
September 11, 2026
Employees
21 to 50

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