Proventus Ltd is an investment management firm based in Zurich, Switzerland, providing discretionary portfolio management to individuals, high-net-worth clients, and families. Founded in 1998, Proventus Ltd builds tailored portfolios using a top-down macroeconomic analysis combined with bottom-up security selection. The firm primarily invests in equities, fixed income, mutual funds, exchange-traded funds, hedge funds, precious metals, and structured products. Proventus Ltd operates with a long-only approach focused on capital preservation and long-term growth, while accommodating individual client restrictions, tax considerations, and liquidity needs. The firm does not provide legal or tax advice, nor does it participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range between 0.20% to 1.00% of the portfolio value depending on mandate size and complexity. Fees are negotiable at the firm's discretion.