Proventus Ag
Firm details
- Headquarters
- Zurich,
- CRD number
- 167142
- Registered since
- May 3, 2013
- Website
- www.proventus-vw.ch
- Custodians
- BW BANK, BANK JULIUS BÄR, ZÜRCHER KANTONALBANK, VONTOBEL SECURITIES LTD.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.53%
- Charitable Organizations22.58%
- Individuals2.89%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Proventus Ag is an independent registered investment adviser organized as a corporation and registered with the SEC since 2013. Ownership is held by an individual and the firm advises both individual/family and institutional clients on a percentage-of-AUM fee basis. Its advisory activities emphasize portfolio management for individuals and small businesses and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Other24%
- Investment Grade Corp Bonds16%
- Cash & Cash Equivalents9%
Contacts
2 of 2Markus Widmer
PartnerCRD 6171634
Bence Andras
Founding Partner & Managing DirectorCRD 6171633
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Zurich, null
Location
Zurich, null
Headquartered in Zurich, null.
- Address
- Feldeggstrasse 12
- Office locations
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