Your need first
Perinvest Wealth Management Ltd (PWM), is a fully owned subsidiary of Perinvest Management Ltd. Our wealth management division offer discretionary tailored investment solutions using the full spectrum of alternative strategies to achieve superior risk-adjusted returns, with the appropriate level of diversification to meet your investment horizon.
Creating value
Our seasoned team only focuses on its specific area of expertise: your personal investment strategy. Unlike large institutions, our size enables us to develop a direct, efficient and confidential partnership. This flexibility is the key to achieving the performance you expect. PWM is an independent portfolio manager and is able to work with any custodian bank you may choose.
Reaching your target
Leveraging Perinvest’s multi manager skills, our investment specialists’ will use this format to achieve the best of your assets within your predefined risk frame. Perinvest selects hedge funds that are diversified across all strategies and regions and comprise some of the best-in-class managers. PWM portfolios rely on professional management skill rather than market risk. It allows us to implement a broad range of investment solutions that have all in common to produce more predictable returns and to target positive returns each year regardless of market conditions.
1) Understand
We start by listening carefully to our clients to thoroughly appreciate their goals and constraints like investment horizon, currencies, planned liabilities, so that our clients only take the risk they feel comfortable with.
2) Design
We then propose to our Clients a totally custom-made solution, based on their risk tolerance, that matches their interests accurately. This is based on Perinvest’s skills to design and implement innovative strategies which enable our clients to actually reach their own goals. We use a top-down approach so that for each profile, the portfolio is diversified across various regions and strategies that balance and complement each other.
3) Manage
Our team of investment professionals implements proactively the strategy we have defined together with our clients. We establish efficient working relationships with our clients’ banks and overview the whole middle and back-office procedure.
4) Monitor
Transparent communication are the keywords. This enables us to adapt to potential changes in our clients’ needs, with respect to global markets outlook and our on-going communication with underlying managers. Our clients have a constant and direct access to our investment team and to underlying managers. Full transparency is essential for a confident, productive and fruitful relationship.
