Sale of Portelet Holdings’ shareholding in Zurich based Portelet Family Office AG completed. Company renamed to The Wealth Office AG after the management buyout. (06/07/2012)
Welcome to Portelet
A corporate finance advisory and asset management boutique established in 1998
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. Private equity managers and wealthy individuals seek international coverage, some even become truly global citizens. Yet, most businesses 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.
Corporate Finance Advisory
Deal generation and transaction support, in particular private equity and M&A, with a clear focus on buy-side mandates.
Conceptualisation and/or management of segregated strategies that are tailored to create the best solution for a wide range of investor situations. Umbrella funds with available sub-funds that are particularly well suited for family offices are located in Malta and Mauritius.
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