Join the 500+ wealth managers who partner with us to access customized investments

Privatam’s digital portal

Customized products
have never been so simple

who we are

Privatam was the first company ever to launch
an independent multi-issuer digital portal in 2015.

2014

Co-founded by 4 industry specialists in 2014, Privatam is today a leading market force that endorses diversity, ingenuity and intrapreneurial spirit

The combination of our financial expertise, leveraged by the use of disruptive proprietary technology, gave rise to PARity, which has revolutionized the customer experience in the field of customised products.

 

2020

After 6 years of continued growth, PARity has already handled the creation of USD 9 billion worth of investment products for over 500 wealth managers across the globe.

This growth has been achieved thanks to a mix of extraordinary talents that currently makes up Privatam’s team of 40 collaborators.

Co-founded by 4 industry specialists in 2014, Privatam is today a leading market force that endorses diversity, ingenuity and intrapreneurial spirit

After 6 years of continued growth, PARity has already handled USD 8 billion worth of investment products for over 500 wealth managers across the globe.

2020

2014

The combination of our financial expertise, leveraged by the use of disruptive proprietary technology, gave rise to PARity, which has revolutionized the customer experience in the field of customised products.

 

This growth has been achieved thanks to a mix of extraordinary talents that currently makes up Privatam’s team of 40 collaborators.

what we do

Customised Products

Design your own tailored made investment in PARity from USD 100K . Instantly compare the real-time market prices across major banks and generate the product’s full documentation. When ready, let out your dedicated execution team take care of the rest.  See real-time information on every aspect of your investment 24×7 in PARity.

Securitisation

Privatam has a joint venture with OptiAssets, the newest disruptor in the world of securitisation. We can help you repackage and securitize any type of assets, from liquid and tradable securities to illiquid real assets, transforming them into a secured listed security subscribable from your bank.

Niche investments

Through vetted partnerships, Privatam provides its clients with access to truly innovative investment strategies. Privatam is happy to  grant an exclusive access to differentiated research and investment rationales.

Discretionary management

The Privatam Structured Product Managed Portfolio Service adopts a portfolio approach, as opposed to the traditional ad hoc selection of individual structured notes to provide investors with an efficient and effective way to invest in structured products. The   portfolios are managed on a discretionary basis and are monitored and rebalanced on an ongoing basis.

Portfolio optimisation

Our analytical tools can outline the portfolio benefits of structured products on behalf of investors and client advisors. We can illustrate where applicable how the use of standard participation products, yield optimisation products and capital protection products can generate portfolio benefits.

how we do it

TEAMWORK

A team of experts across all departments

One platform front-to-back

TECHNOLOGY

High quality investment content added daily

Real-time comparison pricing from all major issuers

COMMUNITY

More than 50+ investment provider partnerships

More than 500+ wealth manager clients

EDUCATION

Events hosted in more than  10 countries

Online education sessions provided by our in-house experts

TEAMWORK

A team of experts across all departments

One platform front-to-back

TECHNOLOGY

High quality investment content added daily

Real-time comparison pricing from all major issuers

COMMUNITY

More than 50+ investment provider partnerships

More than 500+ wealth manager clients

EDUCATION

Events hosted in more than  10 countries

Online education sessions provided by our in-house experts

Contact us at info@privatam.com

Get in touch with us and let us know how we can help!

Our Monaco office

Privatam SAM

42 Quai Jean-Charles Rey,

98 000 Monaco

T.: +377 9 77 72 466

Our Zurich Office

Privatam AG

Bleicherweg 10

8002 Zurich, Switzerland

T.: +41 43 508 65 49