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PERAS ASSET AND ENVIRONMENTAL MGT AG
ASSET MANAGEMENT DIVISION
OUR MISSION
Develop and provide exceptional service by being the BOUTIQUE PROVIDER of integrated customized wealth management solutions to private
clients;
Provide corporate clients with comprehensive international financial services throughout the international network;
Provide tailor made investment solutions that are driven by clients' needs across all asset classes;
Deliver consistent top quality investment advisory and trading advice;
Earn our clients' respect as the boutique benchmark in the Private Banking business through a dedicated, highly skilled and motivated group
empowered to create and deliver first class wealth management solutions.
STRATEGY
Actively address the clients' needs by cross-product coordination with the intent of minimizing risk and maximizing profitability;
Performance and execution with pin point accuracy;
Reviewing of the current structure and suggest improvements;
Assist on focusing of structured credit transactions, product management and fiduciary business. Create access to new business partners that
understand your needs and cost structure and are prepared to perform;
Provide special mandates, portfolio management, trading services and financial advisory services via top of the line institutions;
Review with clients as to what their needs and requirements are;
Review Credit, Compliance, Operations and Risk Management requirements that are necessary to properly assist the clients' needs;
Focus on automation and reporting;
CLIENTS' NEEDS
PRECISION, PRESERVATION, PROFITS, PRICE, PERFORMANCE, PROFESSIONALISM;
If necessary provide access to global markets on a 24 hour basis;
Capabilities of understanding market and product inherent risks;
Adherence to mandates;
Quick professional response to client requests;
Interaction with the advisory and investment process;
Intense meetings with clients to understand their trading philosophy regarding risk and threshold of profit verses loss mentality;
EXCELLENCE, EXPERIENCE, EXECUTION.
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