Perennium SA
Perennium SA
is a Strategic Financial Adviser...
… dedicated to non-profit organisations (charitable foundations, pension funds, associations…), established in Switzerland in 2013 and led by Arnaud Apffel and Olivier Dupraz.
Our activities cover all the issues related to the management of your financial assets: governance, investment strategy, asset allocation, performance optimisation, selection and supervision of financial services providers, cost control, risk analysis, asset consolidation, analytical reporting.
Perennium Services
What we do for you

Investment
Strategy
Elaboration or review of the IPS. Sustainability and ESG.

Asset Manager selection
Selection process. (Final choice up to the client.)

Consolidated Reporting
Performance & risk analytics. Cost monitoring and control.

Custodian Bank Selection
Selection process. (Final choice up to the client.)

Special
Missions
Portfolio Audit. Investment Education.