Our Solutions
Improving your investment experience
Adding Value at every step of the investment process
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.
Investment Consultancy
Our goal is to guide our clients thought the complex investment world to profile, allocate, select, review and where needed replace your managers to improve your investment results and risk management.
Monitoring & Risk Assessment
We provide the expertise to analyse every aspect of your investments to identify how more value can be added to your investment relationship.
Our Investment Consultancy Approach
Client-Centric Discovery
We begin by understanding your unique financial situation, investment objectives, and risk appetite. This foundational step enables us to craft a tailored investment approach, avoiding one-size-fits-all solutions and focusing solely on strategies that serve your best interests.
Ongoing Performance Monitoring
Once managers are appointed, we provide ongoing, comprehensive performance monitoring. This includes regular reviews of investment decisions, manager consistency, team stability, and process developments. Our early-warning system helps identify risks and act proactively before they impact your investments.
Bespoke Strategy Design
With a clear understanding of your objectives, we identify asset classes, investment managers, and allocation mixes that will achieve your goals within acceptable risk levels. We rigorously analyze prospective investment managers for both performance potential and risk management capabilities.
Transparent, Insightful Reporting
We believe in removing the mystique of investments. Our reports are clear, accessible, and designed to enhance your understanding of both your investments and the managers overseeing them. Regular meetings allow us to discuss performance, address any evolving needs, and ensure the strategy continues to serve you effectively.
What You Can Expect from Peritus
Total Independence and Transparency
Once managers are appointed, we provide ongoing performance monitoring. This includes regular reviews of investment decisions, manager consistency, team stability, and process developments.
Global Access to Leading Investment Talent
We employ an open architecture approach to source top investment managers worldwide, delivering a diverse selection that aligns with your values and goals.
Proactive Risk
Management
Through comprehensive quantitative and qualitative analysis, we identify, assess, and mitigate risks across all stages of investment giving you the confidence that your capital is safeguarded from potential volatility.
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.