Our Approach to Value Creation
Domestic markets developed into continental or even world markets. Businesses operate in all parts of the world, even small and mid-sized companies are striving to become global players. Wealthy individuals seek international coverage, some even become truly global citizens. Yet most companies and individuals alike desire a highly personalised service and culture. This is the environment that created and continues to provide the arena for Portelet's specialised service approach.
Portelet has unique competence in corporate finance advisory, fund / investment
management and wealth management, focusing on value creation in a globalised world. Offices in Zurich, Bombay and Singapore, as well as international affiliations in all major financial centres around the world, ensure that we have the
necessary on the ground experience and capabilities.
 Zurich  Bombay  Singapore
Corporate Finance
Mergers & Acquisitions
Strategic Alliances / Joint Ventures
Capital Raising
Initial Public Offerings
Fund / Investment Management
Advisory & Management Services
Investments
  •  Cleantech
•  Health Science
•  Real Estate
wealth management
Investment Advisory
Discretionary Asset Management - white labeling
Wealth Planning (e.g. succession planning)
External Asset Management Services
Family Office
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