1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VENTIRA PRIVATE WEALTH MANAGEMENT LTD.

Map pinZURICH
Phone0041 41 748 22 90
NotebookSEC #801-76928
Total AUM
$682M
Employees
4
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
GENFERSTRASSE 23
ZURICH
8002
Switzerland
Operating Hours
09.00 - 17.00
Monday - Friday
Phone
0041 41 748 22 90

ReceiptFinancials

Total AUM
$682M
Accounts
102
Discretionary
$626.4M
Accounts
92
Non-Discretionary
$55.6M
Accounts
10

ContactClients

View more in analytics →

Individual Clients
28
AUM
$14.9M
HNW Individual Clients
57
AUM
$657.2M
Charitable Organization Clients
1
AUM
$1.6M
Insurance Company Clients
1
AUM
$8.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR TRUSTS / FOUNDATIONS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account