Ventira Private Wealth Management LTD.
VENTIRA Private Wealth Management Ltd. is a registered investment advisor based in Zurich, Switzerland, providing dedicated investment advisory and management services to United States residents, United States taxpayers living abroad, and international clients. Founded in 2012, VENTIRA offers both discretionary asset management (where the firm manages the portfolio directly according to agreed objectives) and non-discretionary services (where clients retain final decision-making authority or consult on specific ideas). Portfolios are globally diversified across multiple asset classes, including equities, fixed income, mutual funds, exchange-traded funds, hedge funds, structured products, and alternative investments. VENTIRA utilizes a top-down macroeconomic analysis combined with bottom-up security selection, focusing on long-term capital preservation alongside growth. The firm does not provide legal or tax advice, and does not participate in wrap fee programs. VENTIRA generally prefers a minimum relationship size of $1,500,000, though smaller accounts may be accepted.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees vary by investment strategy ranging from 0.6% to 1.5% per year. Security and Income strategies range from 0.6% to 1.0%, Balanced from 0.6% to 1.2%, Growth from 0.8% to 1.2%, and Aggressive Growth from 0.8% to 1.5%. Non-discretionary services range from 0.6% to 1.5%. Qualified clients may alternatively choose a performance-based fee of 10% to 15% of net profits.