Supervisory authorities

PRIMENEST SA is an authorised Asset Manager by the Swiss Financial Authority FINMA and supervised by AOOS (OS) in Switzerland.

https://www.finma.ch/en/~/media/finma/dokumente/bewilligungstraeger/pdf/vvtr.pdf?sc_lang=en&hash=2D23D3F1388D17D1FC95AA2A8FCB0892

PRIMENEST SA is also a member of the Swiss Association of Wealth Managers ASG/VSV, the industry association for independent wealth and portfolio managers in Switzerland.

https://www.vsv-asg.ch/en/verband/mitgliederliste


Certifications

Our Wealth Managers are experienced with high degrees of certifications: Certified International Wealth Managers (CIWM), Certified International Investment Analysts (CIIA) from the Swiss Financial Analyst Association (SFAA) and the Association of International Wealth Management (AIWM) or Chartered Financial Analysts (CFA).

http://www.aiwm.org/en/ciwm_intro.asp

https://www.cfainstitute.org/


FATCA

PRIMENEST SA is FATCA compliant. It is a Foreign Financial Institution (FFI) registered since April 2014 with the status “Deemed Compliant”.

Global Intermediary Identification Number (GIIN): E4QH70.99999.SL.756