Ventira Private Wealth Management LTD.

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Ventira --> Ventira Private Wealth Management AG WHY WEALTH MANAGEMENT Wealth management is an important pillar to protect your wealth and achieve your long-term investment objectives. VENTIRA helps its clients through the entire process. WHY US VENTIRA, located in the heart of Zurich, acts as a single point of contact for the client in relation to its financial and non-financial matters. We provide our clients with investment management and advisory solutions in order to achieve their long-term goals and offer our clients independent advice from traditional banks and investment product specialists. Our Investment philosophy Our clients usually already have a large part of their wealth in non-financial or real assets, respectively. The main assets being either an ownership of a privately held company or real estate. This fact is decreasing with increasing overall wealth allowing for greater diversification benefits. We help our clients to profit from such diversification effects early on by focusing on our core expertise in allocating part of their wealth to traditional asset classes such as equities, fixed income etc. and to achieve our client’s overall long-term financial objectives while considering their individual risk appetite profile. The implementation of an appropriate client portfolio takes several factors into consideration and is re-evaluated on an on-going basis. We make sure that our highly structured investment process takes all the relevant factors into consid

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