INVESTMENT MANAGEMENT

Benefit from customized investment portfolios

We know how much your wealth means to you. The most effective way to maintain it is to work with someone who deeply understands the financial world and your personal needs. Pegasus offers complete portfolio management services, with a view to growing your family’s hard-earned wealth. Our service range includes strategy and asset allocation, strict monitoring of portfolio performance and associated fees, and consolidated reporting.

icon/dot Created with Sketch.

The strength of your portfolio relies on selecting a strategy and asset allocation that match your risk appetite. We utilize advanced tools and draw on many years of experience to deliver the best results, which precisely reflect your investment profile.

Close monitoring of all transactions and financial instruments in the portfolio is essential for remaining in line with your portfolio objectives and achieving the desired results.

As a highly experienced portfolio manager, we have accomplished outstanding results thanks to our unique internal guidelines and principles, which enable us to achieve optimal returns for each portfolio, within each client’s risk level.

In the asset allocation and investment world, clients always deserve to see the full picture. We believe this is the only way to approach asset management, and provide our clients with all the necessary tools.

We are committed exclusively to our clients, and ensure that banks and other service providers do not charge additional or superfluous fees.

Average asset allocation for UHNW

GET IN TOUCH

+ 41 79 836 1748

Mon–Sat: 08:00–18:00