PROVENTUS AG

Overview

Proventus Ag is a fee-based advisory firm focused on discretionary portfolio management for high-net-worth individuals, families and institutional clients. The firm manages concentrated allocations to listed equities and exchange-traded products while supplementing core exposure with external alternative managers. Advisory services include tailored portfolio construction for individuals and small businesses and the publication of periodic investment commentary or newsletters, indicating an emphasis on curated market views and client communication. Client relationships tend to be sizable, and the firm’s mix of individual and family clients suggests it provides services aligned with family office needs—consolidated reporting, access to private market managers and coordination of illiquid holdings are consistent with the firm’s stated allocations. Proventus Ag charges a percentage-of-AUM fee and runs an entirely discretionary book, which supports longer-term positioning and use of less liquid strategies when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices