COMPANY PROFILE
Turicum Advisory AG is a multi-family office offering its services for more than 15 years to a selected group of individuals, families and entrepreneurs internationally.
We are solution providers in financial-, investment- and business-related matters for high net worth clients and sophisticated investors. Our culture is determined by independency and an authentic and intrinsically motivated dedication to our client’s specific needs and performance goals. We consistently strive for sustainable and long-term cooperation with our clients, who we rather call partners. This culture is reflected in our entire processes and structures.
We adopt our expertise in Investment Advisory, Asset Management and Wealth Management, combined with a comprehensive knowledge of our clients’ economic background and personal circumstances.
We aim to combine traditional values with dynamics of a fast changing economic, technical and social environment.
Independence, transparency and solidity are core attributes of all our actions and resolutions.
TEAM
The members of Turicum Advisory AG are experienced wealth managers and former private bankers, portfolio managers and family officers with an academic background and a longstanding presence in the field of banking & finance, portfolio management, wealth planning, private banking and real estate management.
OUR VALUES
Individual Performance
Adding value by performance- oriented and individually structured comprehensive advice and a passionate personal service.
Autonomy
Acting independently without undertaking proprietary trading, issuing securities or managing own funds.
Consistency
Providing intensive consultation at any time for an exclusive clientele as a trusted long-term oriented advisor that is here to stay.