PrimeStone Partners AG

“Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution; it represents the wise choice of many alternatives - choice, not chance, determines your destiny.”

Aristotle

Services

We deliver a complete range of wealth management services in the areas of investment management, consolidation, reporting and advisory. Our mission is to achieve your investment goals by providing impartial investment advice and avoiding conflicts of interest.

While our main activity is the effective management of your assets we also boast an extensive international network of professionals from various fields. Together with them we can help find complete solutions to your wealth management needs.

Investment Management

Discretionary / Advisory / Reporting Mandates

Wealth Protection

Succession planning, offshore structures, trusts/foundations.

Family Office

Integrated services for the efficient management of the family’s patrimony.

Account Administration

Choice of more than 10 partner banks in 4 jurisdictions (Switzerland, Austria, Lichtenstein, Singapore).

Global Virtual Custody

View all your assets (liquid and non-liquid) across all banking relationships in a detailed consolidated report.

Related Services

Our network of trusted partners can advise on tax optimisation, relocation, art, education, real estate, and many more.

We'd love to hear from you.

Get in touch to see how we can help you achieve your investment goals.

About us

PrimeStone Partners AG is an independent asset management company headquartered in Zurich, Switzerland. The company was founded in 2012 by industry professionals with decades of combined experience in the wealth management industry.

We are a partner company of Aquila Ltd., Switzerland’s leading platform for independent asset managers. It holds a banking license and is regulated by FINMA, the Swiss Financial Market Authority.

The best of both worlds

Bankers. But without the bank.

PrimeStone Partners AG is not affiliated with any particular bank. Therefore, we are truly on your side and provide impartial advice based on an open architecture. This means we will source the best products and opportunities on the markets without bias. You also benefit from an improved fee structure with the custodian banks.

Bank employees are forced to meet their employer’s expectations and, very often, the bank’s and the customer’s interests do not align. We, on the other hand, are on your side and represent your interests at all times vis-a-vis financial institutions and other service providers. Our work is clearly focused on investment results taking into account your needs and preferences. 

You call all the shots.

You choose the custodian bank where you would like to maintain your account and assets. Alternatively, we can recommend a suitable bank from our list of partner banks. Our partner banks also offer alternative booking centres to Switzerland like Liechtenstein, Austria, and Singapore.

We will manage the assets with the custodian bank and assist you with banking related matters. You retain full control over the account. Our power is limited to placing market orders. It allows us to efficiently manage the assets but does not allow for the transfer of assets out of the account.

Highest industry standards

Super compliant.

FINMA

Aquila Ltd. is fully regulated by the Swiss Financial Market Authority (www.finma.ch), the highest supervisory body in Switzerland for all financial institutions including banks.

Aquila Ltd.

PrimeStone Partners AG is a partner company of Aquila Ltd. (www.aquila.ch). Aquila Ltd. is Switzerland’s largest platform for independent asset managers. It has securities broker status since 2005, a banking license since 2012, and is subject to controls set by the FINMA. Aquila Ltd. is 100% privately owned and is therefore entirely independent.

Compliance and audit

PrimeStone Partners AG is audited semi-annually internally and externally by PricewaterhouseCoopers with regard to full compliance with anti-money laundering and other regulations.

SwissBanking

The new Financial Services Act (FinSA), in force from 1 January 2020, contains code of conduct provisions with which financial service providers must comply vis-à-vis their clients. This brochure is intended to help you make sound investment decisions and compare the various financial instruments.

Download Brochure

Contact us

Bahnhofstrasse 43 · CH-8001 Zurich Switzerland

+41 58 680 6160

info(at)primestone.ch

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