As an independent Swiss company, Le Privatier will manage funds of private and institutional investors held in one or several accounts at one or different banks located in Switzerland and Liechtenstein.
Consolidated portfolio valuations, performance and transaction statements of all bank deposits give clients instantly a clear overview of their assets. We include individual investment analyses with fundamental and technical information in order to indicate risks and potentials of capital gain.
According to the client’s given instructions, we present to them all reviewed documentation personally, send it to the indicated address or retain it in safekeeping deposit until new instructions are received.
Our clients decide how and with what frequency they wish to receive statements of account, transactions and portfolio valuations.