Our View on the Market - Client's selection of the financial advisor is getting more important:
Swissness and discretion in the wealth management industry has been the driver for growth and success of the major global banking hubs, for instance Switzerland. The investor of today, and even more of tomorrow, is increasingly sophisticated and competent about the financial industry and investment instruments. In addition, the industry is developing at such a fast pace that a single client advisor can hardly be an expert across various investment trends, products and regions. The fast growing family offices and EAM sectors in our view are a demonstration that a cross functional team approach is the more appropriate model to serve demanding clients and to manage the increasing complexity of the financial industry.
We belief that independency of advice and access to unique, tailor-made investment ideas will be key growth drivers in toady's market environment. The players that are delivering the most suitable client solutions in a truly independent set-up and along a team oriented, structured advisory approach will succeed in the future. Both global powerhouses as well as niche players can succeed within such new market dynamics.

Approach and Client Value Added - Client centric multi family office services:
Portelet provides truly independent advice to high net worth and ultra high net worth individuals in a multi family office and client centric customer coverage approach. The ongoing generation hand-over, the life cycle stage of entrepreneurs and the overall increasingly complex client needs require a hybrid skill set, combining typical private banking with typical investment banking know-how. Portelet´s platform with its two other business lines (Corporate Finance/ Advisory, Fund Management/ Advisory) and dedicated experts is well positioned to face these challenges. Sustainability, innovation, access to unique deals and a structured state-of-the-art advisory process are the tools we apply to create tailor-made client solutions.
All our activities aim to consistently deliver superior risk adjusted returns to our clients and create long-term positive economic impact for companies we work with/invest in.

Regional Focus:
Portelet´s regional focus is on Switzerland, Germany, Middle East, India, Southeast Asia and other selected countries.