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.

Dedicated to non-profit organisations (charitable foundations, pension funds, associations…), established in Switzerland in 2013.