PRIVUS – individual service, tailored and efficient. We speak our clients’ language, yet we hold our own opinions. Because we are convinced: Only those who are completely honest and have the courage to speak their mind—even in challenging situations—can find the perfect solution for the client.
Appendix IV to the Asset Management Agreement
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We kindly ask you to visit this website regularly to stay informed about the latest developments.
General Information about PRIVUS AG
Our offering is built on long-term and tailored solutions. We manage your portfolio using a systematic and disciplined investment approach—an investment strategy fully aligned with your goals, life situation, and risk profile.
With your wealth management mandate, you set the direction, and we invest your assets according to your specifications. You delegate; we implement. Leave the analysis, monitoring, and management to us, freeing you from day-to-day decisions. In short: You have more time for what matters most to you.
In Investment Advisory, you receive investment proposals from us. Unlike in a discretionary wealth management mandate, however, you make the final decision on how to invest your assets. Responsibility for individual investment decisions therefore rests with you.
You receive solutions tailored to your investment needs, goals, and risk tolerance, utilizing instruments from our open product and service platform. You are kept informed of current developments, opportunities, and risks on an ongoing basis—and gain access to the best investment ideas, which we, as proven market experts, develop in collaboration with our global network.
Drawing on our extensive experience, we generate a transparent and clearly structured performance report based on your portfolio—including a benchmark comparison and a risk report. In addition, we analyze your current fee structure.
A comprehensive wealth analysis involves more than just analyzing the securities portfolio. We also take into account real estate, insurance, pension assets, and—last but not least—liabilities.
What does the term ‘sustainable investing’ mean? An increasing number of investors seek to generate social and environmental added value—extending beyond financial returns. We make investment decisions driven by considerations aimed at a long-term sustainable economic, ecological, and social future.
Over 30 years of experience in the financial industry. Following her initial training, she moved directly into private banking. In 1998, she joined a foreign bank in Zurich. In 2006, she assumed leadership of the Private Banking Germany team with the rank of Vice Director, followed by a promotion in 2008 to Deputy Director and Deputy Head of Private Banking Germany. In 2009, she founded PRIVUS.
During the 1990s, alongside her professional career, she successfully completed her studies as a Business Economist (Dipl. Betriebswirtschafterin HF) as well as a postgraduate diploma in leadership.
In her private life, Petra Glettig-Tröndle enjoys spending time outdoors—whether travelling to distant countries, going on mountain tours, or tending to her old-town garden. She also enjoys staying active through ballroom dancing (Latin & Standard). A passionate cook, she loves to spoil her guests at the highest level.
