Prudentis Private Banking offers a range of tools and services designed to help achieve the financial and wealth management goals of private investors, whose investable assets exceed 300.000 Euro.
For each client and at each stage of his life we seek to provide with a thorough approach to the management of the assets by setting investment strategy based on client’s risk appetite and return needs. Our main objective is client’s wealth accumulation in the long term with the emphasis on personalised advice and care.
Our usual client’s portfolio besides classical direct investments in stock and fixed income markets contains as well a broad range of other investment products, such as public mutual funds, real estate, commodities, gold, hedge and private equity funds, structured products.
In order to offer the best possible investment vehicles we cooperate with well-established firms from Switzerland, Germany, UK, France and other countries.
