Welcome to Our Company
A demanding clientele requires the highest skills combined with an entrepreneurial spirit
Private Value AM is a Swiss registered Investment Management Company vigilated by PolyReg.
The expertise of its team enables Private Value AM to offer a complete range of services to both private and institutional clients internationally. The Company offers the benefit of a global approach that concentrates on six areas of activity:
- Discretionary management
- Advice on portfolio construction and management
- Investment Banking and Advisory for Financial Intermediaries
- Investment Vehicles and Investment Funds
- Corporate Broking / Listing services
- Family Office services
Our products and services share fundamental principles of preserving capital and delivering performance in diverse market environments.
Private Value Asset Management - MILESTONES
Present
Now
Private Value AM
The Company’s value proposition is to further develop and strengthen its presence in the European Market through its presence in Malta.
Private Value AM is the perfect gateway for Alternative Investments
2014 represented a milestone in the Company’s history, where new products and services have been added to the portfolio and a new strategic vision has been developed. The Company’s international development and repositioning started early in 2014 with the acquisition of an Investment Fund Platform, with focus on Malta Investment Funds (PIF and AIF) In 2014 the Company was also appointed as Listing Agent for the European Wholesale Securities Market (EWSM), a joint venture of Irish Stock Exchange and Borza Malta.
2014
2007-2013
Private Equity and Investment Banking
The Company’s Management Team has a long standing expertise and track record in Private Equity and Investment Banking and has build over the years a substantial portfolio of trusted and highly reputable institutional counterparties in Switzerland, Europe and worldwide, allowing its clients to access to a comprehensive platform of top rate services.
Private Value was founded
Private Value Asset Management was founded in Lugano in 2006 as a Family Office, providing asset management and fiduciary services to High Net Worth Individuals and Institutional clients.
2006
Beginning
Our Values
As part of its commitment and long-term support, Private Value sets itself clear objectives that respond to clients’ needs. To accomplish the Company’s value proposition, the managers concentrate on the following priorities:
- preservation of capital
- long-term growth
- asset allocation according to risk profile
- a top-down and bottom-up investment approach
In a world dominated by aggressive requests of transparency and disclosure, we understand the value of preserving our clientele’s private life and business, while maintaining a firm approach toward compliance and due diligence.
Private Value Asset Management was founded in Lugano in 2006 as a Family Office, providing asset management and fiduciary services to High Net Worth Individuals and Institutional clients. The Company’s Management Team has a long standing expertise and track record in Private Equity and Investment Banking and has build over the years a substantial portfolio of trusted and highly reputable institutional counterparties in Switzerland, Europe and worldwide, allowing its clients to access to a comprehensive platform of top rate services.
In a world dominated by aggressive requests of transparency and disclosure, we understand the value of preserving our clientele’s private life and business, while maintaining a firm approach toward compliance and due diligence.
Piazza San Roch, 2
CH- 6537 Grono Grigioni - SWISS
Phone: +41 (0)91 922 9722
Fax: +41 (0)91 922 97 23
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