Investment Strategy
Active portfolio management accessing public markets and exclusive private opportunities via the pleo ecosystem.
PRIVALOR AG
Independent Wealth Management
Bespoke
Architectures
for Capital.
Precision engineering for high‑net‑worth families. From discretionary portfolio management to multi‑generational structuring, every solution is built around your unique objectives.
The Service Pillars
Our offering is structured to provide comprehensive coverage for every phase of your wealth lifecycle. Select a discipline to understand how PRIVALOR approaches complexity.
Wealth & Fund Management
Discretionary portfolio management and bespoke fund administration. We manage the complexity so you can focus on what matters.
Banking & Custody
Secure custody solutions and curated banking relationships. We facilitate the selection of the right depositary and account infrastructure.
Succession & Structuring
From family office foundations to complex inheritance planning. We build the generational bridge for your legacy.
The Architecture of
Independent Advice
True wealth management is not about selling products; it is about constructing a resilient financial life. At PRIVALOR AG, we operate as independent architects. We begin by understanding the structural integrity of your current position—tax liabilities, liquidity needs, risk appetite, and dynastic goals.
Unlike institutional banks that are incentivized to push proprietary inventory, our pleo PRIVALOR framework is open-architecture. We select the best vehicles from the global market, ensuring every component fits the blueprint.
This independence is our license to be objective. If a bank's offering does not serve the structure, we do not use it. Your capital deserves a bespoke foundation.
1
Discovery & Diagnostic
Deep analysis of assets, liabilities, and legal structures to identify optimization levers.
2
Strategic Blueprint
Formulation of the investment policy statement and selection of jurisdiction.
3
Implementation & Stewardship
Execution of trades, selection of depositaries, and ongoing governance.
Core Terminology
Open Architecture
A mandate allowing us to select from the entire market, avoiding proprietary products that pay commissions but underperform.
Discretionary Mandate
Client authorizes PRIVALOR to execute trades without prior approval, enabling agile risk management.
Stiftungsbetreuung
German term for foundation stewardship. We manage the administrative and investment duties of family foundations.
Depository
The bank responsible for safeguarding assets. We assist in selecting the right partner based on fees and asset coverage.
The Choice of Advisor
Selecting a wealth management partner involves distinct trade-offs. Understanding these structural differences is critical to preserving your capital.
Traditional Private Bank
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Perceived Safety Brand recognition offers psychological comfort.
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Conflict of Interest Advisors are often incentivized to sell the bank's own funds, which may carry high fees and lower performance.
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Opacity Fee structures are frequently bundled and difficult to decipher.
Recommended
PRIVALOR AG
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✓
True Independence We are not tied to any product provider. We answer only to you.
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Fee Transparency Clear, fixed-based pricing models. No hidden kickbacks.
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Global Access Ability to utilize banking partners globally, not just locally.
Trusted Infrastructure
Our methodology is supported by rigorous process and transparent execution.
Client Onboarding
Secure Access
Asset Custody
Ready to discuss your structure?
Our initial consultation is a diagnostic review of your current setup. We do not offer generic advice, only specific pathways.