ABOUT US
As an independent wealth management firm, Primo Asset Management is committed to providing unbiased financial advice to our clients. Our aim is to guide your financial future through a range of wealth management services including portfolio management, financial planning and accounting services. Since there is no one-size-fits-all plan, our team develops unique management goals for each client. Our Partners, Management and Advisory Board is composed of highly qualified financial professionals who are committed to the company and share the same value for excellence.
INDEPENDENCE
Primo Asset Management is completely independent from all banks and agents and works with a network of highly qualified specialists around the world to provide its clients a service that goes beyond asset management. We advise our clients in their best interest for growth and preservation of their wealth.
TRUST, TRANSPARENCY & HONESTY
Partners at Primo Asset Management build relationships with clients based on trust, transparency and honesty that go beyond the usual client advisor relationship and ensure a complete balance of interests. Our clients are wealthy individuals and family offices with liquid assets in excess of 500,000. Our family office services are available to clients with assets over 10 million. Please contact us to schedule an appointment for a personal consultation.
SECURE INVESTMENT
Primo Asste Management is focused on delivering exceptional risk-adjusted returns to its clients through a true open architecture platform and unique relationship with custodian banks. We structure products and investment solutions with the leading investment banks of Switzerland in order to get the best pricing and execution for our clients. Our global portfolio, investing in all regions and currencies around the world, combined with our extensive knowledge of complex investment structures, allows us to advise clients from virtually every country in the world.