Ventira Private Wealth Management LTD.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
VENTIRA Private Wealth Management, based in Zurich, Switzerland, offers investment management to individuals, high net worth, and ultra-high net worth clients. VENTIRA provides both discretionary asset management and non-discretionary investment advisory services. Client portfolios are globally diversified across multiple asset classes. VENTIRA does not render legal or tax advice.
Assets Under Management$540M
Clients84
AdvisorsN/A
Avg. per Client$6.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1.5M
Investment management only (planning not offered)
VENTIRA offers discretionary portfolio management where they make investment decisions for you, and non-discretionary services where you make the final decisions. The annual fees for investment management depend on the investment strategy chosen:
- Security: 0.6% - 1.0%
- Income: 0.6% - 1.0%
- Balanced: 0.6% - 1.2%
- Growth: 0.8% - 1.2%
- Aggressive Growth: 0.8% - 1.5%
There is no minimum annual fee. Some clients may opt to pay a performance-based fee.
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