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- Custodian
- Banque Pictet
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2012
- Office Locations
- 1
Office Locations
About Ventira Private Wealth Management Ltd.
Ventira Private Wealth Management Ltd. is a Zurich-based wealth manager serving retail and institutional clients. The firm provides asset management, portfolio construction, and wealth/financial planning, including tax and estate planning. Portfolios are ETF-centric, complemented by fixed income and selective alternative exposures (e.g., private equity/hedge funds) and digital assets, with a stated focus on entrepreneurs.
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Owner & Executives
BEAT GLOOR
DIRECTOR, Owner
- CRD
- --
- Ownership
- 50% but less than 75%
ANDRE CHRISTOPH STUDER
Chief Compliance Officer, Owner, PARTNER
- CRD
- --
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $626,400,000 | $6,808,696 |
| Non-Discretionary | $55,566,000 | $5,556,600 |
| Total | $681,966,000 | $6,685,941 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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