# Peritus Investment Consultancy

Peritus Investment Consultancy is a Multi Family Office based in Zurich, Switzerland.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Zurich, Switzerland
- **Region:** Europe
- **Address:** Zurich, Switzerland
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** peritus.co.uk
- **LinkedIn:** https://www.linkedin.com/company/peritus-investment-consultancy/

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Private Equity
- Real Estate
- Private Credit
- Hedge Funds
- Infrastructure

## Offices

- United Kingdom

## People

- James Day — Founder and Managing Director

## Questions

### Who runs investment decisions at Peritus Investment Consultancy?

James Day serves as Founder and Managing Director. He oversees the firm's investment consultancy work and maintains professional affiliations with the Chartered Institute for Securities & Investment and the Society of Trust and Estate Practitioners.

### Does Peritus Investment Consultancy manage portfolios or only advise on managers?

The firm states that it does not manage portfolios or funds. Its role is limited to researching, monitoring and selecting external investment managers for clients.

### What asset classes does Peritus Investment Consultancy cover in its manager selection?

The firm evaluates managers across global equity, global fixed income, global private equity, global property, hedge funds and infrastructure strategies.

### Where does Peritus Investment Consultancy maintain offices?

The firm is headquartered in Zurich, Switzerland and maintains additional presence in the United Kingdom.

### How does Peritus Investment Consultancy handle environmental impact from travel?

Since 2024 the firm has applied carbon offsetting to all airline travel. It also contributes to the Zurich City Carbon Offsetting Programme and recycles office waste.

## Related profiles

- [Perin & Dallazem Family Office](https://altss.com/profile/perin-dallazem-family-office)
- [Perle Family Office](https://altss.com/profile/perle-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

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