Collaborative, bold, and unwavering – that captures our approach in a nutshell. Team spirit and teamwork go hand in hand with out-of-the-box thinking and an entrepreneurial mindset. Ethical and empathetic action are further traits tailored to PRIVUS. Taking pleasure in our work is also one of our fundamental principles. Our advisory approach extends beyond asset management to consider you, the client, in all your facets and at every stage of life.
From left to right
Christian Fäh, Heinz Leu, Susanne Burri, Oliver Schicker, Thomas Flothen, Petra Glettig-Tröndle, Thomas Schmidbauer, Ursula Bethell, Werner Berger, Nicholas Bethell
We are an independent wealth management firm that prioritizes close personal relationships and long-term, expert guidance. What began in 2009 with four founding partners has grown into a successful wealth management firm with ten financial market specialists. Our shares are held by the partners, employees, and members of the Board of Directors. Through our holistic and structured advisory approach, we place our clients—along with their specific needs and goals—at the center of everything we do. In doing so, we create long-term, sustainable value. For you.
We are distinguished by extensive experience, proven market expertise, close proximity to the market, and strong interpersonal skills. At the heart of PRIVUS are our portfolio management team and investment advisors. We have all gained our collective professional experience in senior management positions at various private banks. In addition to professional and competent service, we guarantee you a personal touch and continuity. We are proud to have been realizing our clients’ dreams since 2009.
Since July 27, 2022, we have been authorized by the Swiss Financial Market Supervisory Authority (FINMA) as a portfolio manager pursuant to Art. 17 FinIA and Art. 620 et seq. of the Swiss Code of Obligations – a true mark of quality.
PRIVUS acts as an independent advocate for its clients vis-à-vis custodian banks. In this role, we are committed solely to our clients’ interests. We advise you on selecting the custodian bank that best suits your individual needs, handling negotiations on your behalf and continuously optimizing fees and expenses. Your advisor reviews and verifies all settlements and portfolio statements. The PRIVUS team operates close to the market and supports clients in navigating the regulatory environments of their respective countries. While we do not offer direct tax advice, we collaborate closely with external specialists.
We provide our clients with a comprehensive and structured investment process. Our high level of investment expertise distinguishes us from many of our peers in that we develop our market views independently—and publish them at frequent, regular intervals (PRIVUS AnlageRadar, PRIVUS BigPicture, etc.). This results in high-quality portfolios and investment solutions tailored specifically to our clients.
We work exclusively with first-class, renowned banks. Selecting the right custodian bank is a crucial decision for clients in wealth management and advisory. We are authorized and regulated by the Swiss Financial Market Supervisory Authority (FINMA) as a portfolio manager pursuant to Art. 17 FinIA and Art. 620 et seq. CO. Furthermore, PRIVUS is supervised by AOOS—a supervisory organization for portfolio managers and trustees. This ongoing supervision monitors the business activities of affiliated portfolio managers and trustees regarding compliance with statutory regulations and licensing requirements. The supervisory organization (SO) is, in turn, authorized and supervised by FINMA. PRIVUS is affiliated with the recognized ombudsman office OFS Ombud Finance Switzerland. Under the Financial Services Act (FinSA), clients of financial service providers are entitled to initiate ombudsman proceedings.
The four founding partners of PRIVUS remain on board to this day and are actively involved in daily operations, guaranteeing continuity and sustainability in our personal support and advisory services. We, the advisors at PRIVUS, are fully dedicated to our clients—standing for both first-class quality and exclusivity. Your personal investment advisor takes the time to focus on you and your specific needs.
Wealth management as individual as you. We develop a performance-oriented investment strategy with each client, based on their individual risk capacity and risk tolerance. We are agile and forward-looking. Our size allows us to address our clients’ wishes and to present—and implement—suitable, individual solutions. Mutual trust and a sense of responsibility for our actions form the foundation of a successful, individually tailored partnership.
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.
