Peritus Investment Consultancy

Peritus Investment Consultancy

Peritus Investment Consultancy was established in 2003 by James Day. The firm remains privately owned with offices in Switzerland and the United Kingdom. It advises private clients, trustees and charities on investment matters without managing portfolios or funds itself. The firm conducts strategic asset allocation, manager due diligence and ongoing monitoring across global equity, fixed income, private equity, real estate, hedge funds and infrastructure strategies. Services include performance attribution, fee analysis and manager replacement recommendations. Geographic scope covers mandates with exposure to developed and emerging markets. No specific portfolio holdings or co-investors are disclosed in public materials. Team size and total deployment figures are not published. Peritus maintains memberships in the Chartered Institute for Securities & Investment and the Society of Trust and Estate Practitioners. Since 2024 the firm has applied carbon offsetting to all airline travel and contributes to the Zurich City Carbon Offsetting Programme. Peritus functions strictly as an investment consultant rather than a discretionary manager or fund sponsor. This separation allows it to provide unbiased manager selection and risk assessment without conflicts from proprietary products.