"Your peace of mind is our purpose."

Family Office Services
Projects/Vision Realization

Do you notice with pleasure that your financial assets are growing and growing?
How do you intend to invest your assets in a meaningful way in the future?
What is your vision?
What drives you?
How do you want create long term value for the benefit of society and the environment?
What do you think is your purpose in life?

 

If you do think about these meaningful questions, then you are exactly right with us.

We are specialists in making your projects and your visions reality.

We do not have your visions, but we have the tools and the know how to implement them.

Your wish is our command.

We add value through providing you with the right service partners at the right time, at the right place, in the right quality and at the right costs in order to make your vision(s) reality.

Curious? Challenge us!

Adding value

Do you have a project that does not develop according to your plans or is stalled?

Your wish is our command.

We add value through providing you with the right service partners at the right time, at the right place, in the right quality and at the right costs in order to make your vision(s) reality.

Curious? Challenge us!

Crossborder Topics

Do you conduct business across different countries in terms of

Managing companies?
Investments?
Projects?
Taxes?

Your wish is our command.

We add value through providing you with the right service partners at the right time, at the right place, in the right quality and at the right costs in order to make your vision(s) reality.

Curious? Challenge us!

Artificial Intelligence

You've heard of it, but you are very certain that aren´t any benefits in for you?

Welcome to the future, unlock new potentials.

Your wish is our command.

We add value through providing you with the right service partners at the right time, at the right place, in the right quality and at the right costs in order to make your vision(s) reality.

Curious? Challenge us!

Risk Management
Managing Market Risk

Do you need help setting up, developing or adapting your market risk management system?

We are here to help you with a tailor-made, cost efficient, regulator conform and value-added approach.

Want to know more? Contact us

Managing Operational Risk

Operational risk is defined as the risk of loss resulting from inadequate or failed internal processes, people, and systems or from external events. Operational risk exists in the natural course of business activity. Failure to appropriately manage operational risk can expose firms to significant losses.

We are here to help you with a tailor-made, cost efficient, regulator conform and value-added approach.

Want to know more? Contact us.

Internal Controls

An ICS encompasses the whole universe of internal control measures, which help to monitor important operational workflows in the company. Achieving corporate objectives, ensuring efficiency, secure processes, as well as detecting or preventing errors and irregularities (intentional or unintentional) are at the core of the activities.

We cover the following topics:

  • Create a benefit for the company (more efficient, safer financial processes and avoiding errors)
  • Compliance with legal requirements
  • In accordance with KISS (keep it simple stupid), set up, structuring, documentation and maintenance of the system and of the control mechanisms

Want to know more? Contact us

Compliance
Compliance Implementation in a organization

What is compliance exactly?

„Compliance is considered as the adherence to legal, regulatory and internal regulations as well as the observance of common standards and rules of professional conduct”.

Source: Circular of the Swiss Federal Banking Commission

 

We are experts in providing you with a lean, regulatory safe, state-of-the-art compliance management system that is geared towards your needs, in a meaningful, not business preventing way.

Curious? Challenge us!

Running Compliance

Running a compliance organization can be very time-consuming, costly, and sometimes very frustrating.

We see it as our core mission to provide you a compliance framework based on an "adding value" approach, that serves you as a powerful tool for the benefit of the company.

What expectations are there to be met?

Curious? Challenge us!

Integrity Management

Compliance is outdated...

COMPLIANCE vs..

  • Adherence to laws and internal policies 
  • Serves to reduce risks 
  • Focus on individuals („bad apples“)
  • Primarily managed through rules & controls
  • Perceived as Compliance function responsibility, driven by the legal department

BUSINESS INTEGRITY

  • Reflects societal expectations incl. laws & values 
  • Broader value proposition incl. risk & opp. Mgmt
  • Focus on managing the organisation („trees“) 
  • Managed through business integration & key drivers of behaviour (leadership, speak-up, reward system, etc.)
  • Management responsibility

 

We recommend the integrity management model for companies that are looking for a more holistic, strategic approach.

We are experts in providing you with a lean, regulatory safe, state-of-the-art integrity management system that exeeds your expectations.

Curious? Challenge us

Regulatory
SEC

Perpetuum Capital is also geared towards the needs of US investors. Our focus is on internationally diversified business solutions.

Contact us!

FINMA

Are you about to be supervised by the Swiss Financial Market Supervisory Authority?

We would be pleased to provide you with the overall coordination and support in the approval process including negotiations with the relevant authorities.

Generally, the granting process is as follows (Independent of the respective authorization): 
Two phases: preparation of the approval and implementation of the actual Authorization process. In the preparatory phase, our specialists analyze the status quo of your company and in terms of the desired target state. Thereafter, we conclude the gaps in the approval requirements identified in the analysis. As soon as your company meets the necessary requirements, we will prepare the authorization application for you.

Contact us!

BAFIN

Perpetuum Capital is also geared towards the needs of investors of the Federal Republic of Germany. Our focus is on internationally diversified business solutions.

Contact us!

Wealth Engineering
Game Plan & Concepts

The basis and underlying foundation for the successful investor is the investment strategy. Why do you want to invest? How much risk can and want you to bear? How long do you want to invest your assets? 

Only those who have answered these questions can decide for the appropriate investments.

Curious? Contact us!

External Partners

Selecting a financial advisor or wealth manager can be a difficult task and will vary case by case, depending on many factors. As an intemediary between the client and the wealth manager Perpetuum Capital has the knowledge and the network to choose a wealth manager that fits perfectly.

Anyhow, as of your experience, best practice selection should follow four main rules:

Transparency
Experience
Cost-effectiveness
Freedom from conflicts of interest
 

Curious? Contact us now!

Economic Due Diligence

Competitive Verification® can help you to focus on your strategy, goals, processes and technology – in helping you improving investment processes, transform portfolios and implement technologies needed to achieve sustainable and long term returns.

Konkurrenzfähigkeitsanalyse im Rahmen von Finanzprodukten und Finanzdienstleitungen bedeutet für Perpetuum Capital die Vertriebsregeln von Vermögensverwaltern zu prüfen und zu beurteilen. Hier setzen wir uns für mehr Kundenschutz und Transparenz in der Beratung ein.

Curious? Contact us!