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Peritus Investment Consultancy Overview
Type
Multi Family Office
Year Founded
2003
General Information
Peritus Investment Consultancy is a multi-family office headquartered in Zurich, Switzerland. Founded in 2003, it is privately owned and advises wealthy families on preserving and expanding capital across generations. The firm offers impartial investment counsel encompassing strategic asset allocation, global manager due diligence, fee benchmarking, and consolidated portfolio monitoring, supplemented by governance support for trusts, foundations and charitable mandates.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Zurich, Switzerland
Portfolio & Notable Allocations
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