$807.2M Total AUM
$807.2M Disc. AUM
10.4% 3Y CAGR
6 Employees
88 ADV. Clients
27 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-1998
- Office Locations
- 1
Office Locations
Feldeggstrasse 12 Zurich --
About Proventus AG
PROVENTUS AG is a Zurich-based wealth manager founded in 1998, providing independent, conflict-free portfolio management and tailored asset allocation. The team focuses on long-term, multigenerational client relationships and serves both retail and institutional investors. Portfolios commonly use ETFs alongside investment-grade corporate bonds and cash, guided by in-house market views and research synthesis.
Team overview
-- AVG AGE
$269.1M AVG AUM / ADVISOR
$9.2M AVG AUM / CLIENT
20.5 yrs AVG TENURE
6 Employees
3 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
MARKUS WERNER WIDMER
Chief Compliance Officer, Partner
- CRD
- #6171634
- Ownership
- 75% or more
Available
Available
Available
BENCE PAL ANDRAS
PARTNER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $807,168,005 | $9,172,364 |
| Non-Discretionary | $0 | -- |
| Total | $807,168,005 | $9,172,364 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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