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DirectoryFinance & InsuranceExternal Asset ManagementEchichensPRIVAXIS SERVICES SA
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PRIVAXIS SERVICES SA

Summary

About the company

The core activity of Privaxis Services SA is Private Wealth Management, particularly the provision of asset management services for high net worth individuals. The company offers a wide range of personalized advisory services, including portfolio management, and is regulated as a portfolio manager by the Swiss Financial Market Supervisory Authority (FINMA).

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Industry:External Asset Management
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Wealth management and investment advisory
Individual investment advice based on a risk profile, selection of equities, bonds and funds, market and portfolio monitoring, as well as advisory or discretionary management.
Administrative support in wealth management
Monitoring of banking relationships, ongoing support for existing accounts, information and reporting, as well as assistance with opening accounts at Swiss private banks.
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Location

Route du Village 11 C
1112 Echichens

At a glance

Legal form
Corporation
UID
CHE-109.538.186
Founded
2002 · 24 years
Last commercial register change
August 8, 2023
Employees
1 to 10

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