Proventus AG, based in Zurich, Switzerland, provides investment advisory services to individuals and high net worth clients. Proventus Ltd offers discretionary asset management, including asset allocation, investment selection, and portfolio rebalancing. Proventus Ltd primarily invests in equity securities, fixed income, mutual funds, exchange traded funds, hedge funds, precious metals and in rare occasions structured products. Proventus Ltd does not render any Legal or Tax advice.
Fee Structure
Proventus Ltd charges an annual fee based on a percentage of your portfolio's value. This fee ranges from 0.2% to 1%, depending on the size and complexity of your account. The fee is calculated at the end of each calendar quarter and charged in arrears. There is no minimum annual fee. Proventus Ltd may waive, discount or negotiate fees at its discretion.