Our Mission
Who We Are
Established since 2003, we remain a privately owned business with no external shareholders.
The ownership values and independence we look for in our investment managers is represented by our own passion for independence and freedom to think with the interests of our clients at heart. Our offices are in Zurich and London.
Who We Serve
Private Clients
Investment Consultancy
- Providing the foundation and tools to profile, strategically allocate and identify world class investment managers.
- Manager Shortlisting, Beauty Parades, Fee negotiation and transparent reporting all support a deep robust process.
Charities
Professional Clients
Trustees · Charities · Protectors · Lawyers · Accountants
All the tools of an Investment Consultancy solution or the tailored building blocks of investment due diligence and risk management.
- Manager Due Diligence and Selection
- Performance Reviews
Fee Analysis - Attribution – Portfolios – Mandate
- Complaint Handling / Expert Witness
- Family Office Guidance
Awards
Investment Experts
Our success is defined through the investment experience our clients achieve but we have been privileged to receive external recognition from our peers.
Social and Environmental Responsibility
We encourage our employees to participate in charitable work and endorse the use of company time to support worthwhile causes.
We reassess our corporate office environmental footprint every year. Our energy usage is biased to 90% sustainable energy. We contribute to the Zurich city carbon offsetting programme. All office waste is recycled. Every three years we re-assess our corporate footprint and by far the greatest waste is our travel programme.
Whilst local travel makes use of public transport and we endeavour to make use of Video Conferencing wherever possible, it essential that our analysts and client consultants travel. Since 2024, we have used carbon offsetting for all airline travel.
Charitable Donations
Charitable Donations Peritus has contributed to the following charities: Our policy is to support causes close to our clients vision and values.
Empower Your Wealth with Insight and Integrity
With Peritus Investment Consultancy, you gain a dedicated partner focused on achieving your financial goals through transparent, proactive, and comprehensive wealth management. We bring clarity, guidance, and integrity to every aspect of your investment journey.