2PM (Personalized Portfolio Management) is an independent asset management company offering trustworthy independent and transparent wealth management services to private and institutional clients, based on personalization, quality and continuity.
The foundations of 2PM Suisse rely on 4 strong values, which are the core of the company’s philosophy:
2PM is fully independent and is not influenced by any third-party as there is no bank holding a majority stake in the company.
With no conflict of interest, our teams focus solely on our clients’ long-term satisfaction by selecting only the best-in-class investment vehicles worldwide.
Transparency towards our clients is absolute:
2PM’s methods of management, relationships with third parties and remuneration are clear from the begining and guarantee the quality of our relationship with our clients.
2PM aims to offer the highest level of excellence, to understand each of our clients’ financial needs, to provide a fully personalized investment platform.
Because 2PM’s interests are aligned with those of our clients, our independence, our transparency and the quality of our services constitute solid bases for long-term relationships.
Knowing our clients personally and understanding their changing needs enables us to be in a position to advise them at all important stages of their lives.
The capital of 2PM Group is privately owned by the founding and managing partners.
2PM is more than just a financial firm, it is before anything else, a partnership between highly motivated and experienced professionals who share the same desire: to achieve client satisfaction by offering a different approach than traditional banks.
2PM Monaco S.A.M : 63% is owned by the founding partners and 37% by LumX Group SA