Prudens Works For You
Prudens works for you. We work hard to understand you and to provide services that meet your individual goals and objectives based on solid principles, literature and research. Prudens understands the value of focusing on the fundamentals. We give greater time and attention to you, providing you with a very individualised service. Not only can we help you with investment decisions but we can also recommend lawyers, fiduciary firms, and much more.
A Proven Business Model
Swiss Banks have been serving Independent Asset Managers for over 40 years, which has become an important part of their business. Prudens is a member of the Swiss Association of Asset Managers, SAAM which is supervised by the Swiss Financial Authority, FINMA, and members have to adhere to strict rules of ethics and conduct.
You Choose Your Bank
As our client, we can help you open a bank account in a global jurisdiction of your choice. Pruden partners with highly rated private banks throughout the world, including Switzerland, USA, EU and Singapore. This means you will have access to all ancillary services you expect from a Global Private Bank. Through Prudens, you get possible services from your bank as well as other banks we have professional relationships with.
You Choose Your Relationship Manager
At Prudens we do not add a layer of complexity or fees, because we simply replace the bank relationship manager with an advisor of your choice who works directly with the bank custody. Your relationship manager can serve several bank accounts across different banks and jurisdiction at prices better or equivalent to private banking. With us, you have control over the relationship manager with whom you deal with, choosing to work with one person throughout your life. At Prudens Advisors we offer two types of relationship, managed accounts and execution only accounts.
“To observe how people of prudence, discretion and intelligence manage their own affairs, not in regard to speculation, but in regard to the permanent disposition of their funds, considering the probable income, as well as the probable safety of the capital to be invested.” The Prudent Rule
Because the definition of success is different for every client. That is especially true when it comes to the world of investing. We work hard to understand you and design custom portfolios that meet your individual goals and objectives based on solid principles and research. We then look high and low to assemble the best investment managers for your team with the best net of fee performance.
Assembling a winning team of managers is just the start. We regularly measure the performance of your individual investments and your portfolio as a whole against recognized market benchmarks to determine if you’re on plan or if an investment is not panning out as expected. When your allocations start to stray from target we make the necessary moves to rebalance your portfolio back to its proper proportions.
Prudens understands the value of focusing on the fundamentals. Investment fads fade quickly and exotic products come and go, but the basic principles of investing have stood the test of time. Our allocation models are tempered with the perspective on market history and the knowledge of what can happen often does. We avoid Illiquid and leveraged investments whenever possible preferring the pure and simple to the complex and esoteric.
Why should I use Prudens when I can get the same services directly from a private bank?
Many advisors work from inside a larger institution and that is where their first loyalty lies. As an independent advisor, Prudens works for you.
Wouldn’t my assets be safer at a bank instead of with Prudens?
Your assets are at a bank, we do not custody your assets. You hold your account at a bank, we can either manage your assets according to a predetermined criteria, or you manage it with our advice. We never have power to disburse your assets.
If I hire Prudens wouldn’t I lose out on other services that a bank provides?
Prudens partners with major private Swiss banks to custody your assets. This means you will have access to all ancillary services you expect from a Global Private Bank. Through Prudens, you get possible services from your bank as well as other banks we have professional relationships with.