We are convinced that the foundations for the successful management of a client relationship in wealth management are the sophistication and competitiveness of a leading global financial institution combined with the expertise, experience
Private equity involves investing in privately-held companies and providing them with capital in exchange for ownership stakes. This form of investment typically involves buying out a company or providing growth capital to help the business expand. Private equity firms usually have a specific investment strategy and seek to add value to their portfolio companies through strategic guidance, operational improvements, and financial expertise. The goal is to ultimately sell the company for a profit, either through an initial public offering (IPO) or a sale to another company. Private equity investing can provide high returns for investors, but it also carries higher risks due to the illiquid nature of the investments and the potential for market volatility. While these principles guide us, they also don’t limit us – ongoing monitoring and risk management help us continue to deliver the best results for our clients in a dynamic world. We’ve translated these principles into six mutual funds advised by our teams with successful strategies and proven track records. These funds provide our clients with appropriate exposure to a broad range of investment opportunities and asset classes.
Private equity is a type of investment where funds are raised from high-net-worth individuals, institutional investors, and private equity firms to invest in companies that are not publicly traded on the stock exchange. These investments are typically made with the intention of acquiring a controlling stake in the business and actively working to improve its performance and value over a period of several years before exiting through a sale or public offering. Private equity investors typically seek to achieve high returns by leveraging the operational expertise of the firm and implementing strategic initiatives to drive growth and profitability in the portfolio companies. This form of investment can be lucrative, but also involves significant risks and requires a long-term commitment to realize returns. Our proprietary network spans across Europe and Asia, enabling us to find over-the-counter alternative investment opportunities for our clients. In particular, it opens the door to many opportunities with privately held companies seeking expansion capital or a partial exit. We look for robust business models that have proven themselves over time, have solid market positions, and have sustainable cash flow. We provide access to private equity and private debt investments, always balancing capital preservation and value enhancement. We’re not just another passive investment manager. We’re always looking to co-invest with locally established, trusted partners who can provide operational expertise and exit options.
We source, structure, and realize private equity investments for our clients. Through direct co-investments, we help create sustainable and predictable growth backed by experienced entrepreneurs. By identifying and developing private equity investment opportunities around the world, we’re better able to develop customized investment strategies that deliver long-term sustainable growth.
Our investment strategies work for individual and institutional investors by providing them not only diversification and balanced allocation but also access to private opportunities. Our proprietary network spans across Europe and Asia, enabling us to find over-the-counter alternative investment opportunities for our clients. In particular, it opens the door to many opportunities for privately held companies seeking expansion capital or a partial exit. We look for robust business models that have proven themselves over time, have solid market positions, and have sustainable cash flow. We provide access to private equity and private debt investments, always balancing capital preservation and value enhancement. We’re not just another passive investment manager. We’re always looking to co-invest with locally established, trusted partners who can provide operational expertise and exit options.
We don’t believe in taking unnecessary risks with our clients’ capital, so we never will. The success of our wealth management strategies is based on always putting our clients at the center of everything we do. High-net-worth individuals, families and institutional investors need capital protection, low volatility and a rigorous selection process based on expert analysis. By balancing capital preservation and growth in a sustainable way, we emphasize downside protection so your wealth and assets are protected from market volatility. Volatility doesn’t provide families with a secure foundation on which to build their future, and we never prioritize short-term gains over long-term stability. With the six mutual funds we advise, we can tailor our wealth management strategies to meet your goals and provide you with a wide range of investment options in different regions and asset classes. To learn more about these strategies, speak with our wealth management team today.
PERUN HOLDING , a prominent player in finance sector, is strategically positioned for growth in the economy. Seeking to bolster their operations and capitalize on emerging opportunities, the company is actively pursuing financing solutions to support their expansion initiatives. As they march towards their mission of sustainable development, PERUN HOLDING remains committed to innovation, excellence, and environmental stewardship, which are core principles ingrained in their organizational ethos. Through strategic partnerships, sound financial planning, and a dedicated workforce, PERUN HOLDING aims to secure the funding needed to drive their business forward and make a tangible impact. With a proven track record of delivering high-quality projects and a strong reputation as an industry leader, the company is well-poised to attract investors and financial institutions that share their vision for a cleaner, greener future. By leveraging their expertise, market insights, and passionate team, PERUN HOLDING is confident in their ability to secure the financial resources required to propel their operations to new heights and solidify their position as a sustainable energy powerhouse.
Financing is the process of providing funds for business activities, making purchases, or investing. Financial institutions are in the business of providing capital to businesses, consumers, and investors to help them achieve their goals. The use of financing is vital in any economic system, as it allows companies to purchase products out of their immediate reach.
Every customer is unique. Our independence allows us to treat you as such. We develop customized investment strategies that are always aligned with your goals. We always start from your current, specific situation, your risk tolerance and willingness, and your personal needs. We take all this information and work with you to create the right investor profile. Working together at every stage of the investment process means that every aspect of our investment relationship is transparent and focused. Whether you’re funding your retirement, preparing for a major purchase, or laying the foundation for your children’s education, our tailored approach always balances wealth preservation with capital appreciation.
Building the right financing strategy requires discipline, skill, adaptability and effective risk management. We offer all of this to our clients, but what makes us unique is our innovation and commitment to providing stability and continuity. PERUN HOLDING was founded by entrepreneurs and our success stems from being an understanding, trustworthy and committed partner to high-net-worth individuals, business owners and families around the world. We focus on capital preservation, trust, and long-term, risk-adjusted performance to safeguard our clients’ wealth. But we’re not complacent – we grow your capital through hard work, dedication, and systematic portfolio management. To discuss how we can help you, contact our financing team today.
Researching in financing involves studying various aspects of financial markets, instruments, and institutions to understand their impact on the economy and businesses. It includes analyzing financial statements, market trends, risk management strategies, and investment opportunities to make informed decisions. By combining theoretical knowledge with practical experience, researchers in finance contribute to the development of better financial policies, practices, and innovations that drive economic growth and prosperity. We help each of our clients pursue their own investment goals by creating a customized framework based on their investment style and risk tolerance. We provide you with customized discretionary, advisory and exclusive investment solutions. We’re knowledgeable in all asset classes around the world and have more than five decades of success translating that knowledge into investment strategies that turn goals into results. Our clients benefit not only from our knowledge and expertise, but also from our robust execution capabilities. Our broad and extensive network of investment specialists and resources is always available to strengthen our capabilities.
We actively support our clients in the acquisition, management, and sale of real estate and investments in companies. Foreign investors face serious challenges with direct investment in Europe. Transparency, control, and trust are essential for investing in unregulated market segments. Additionally, direct investments typically require a much higher level of active involvement and decision-making compared to indirect investments like mutual funds. Our clients must be informed in a timely manner of the development of their direct investments. This way, they can take extra steps to ensure the success of their real estate investments if it becomes necessary. With us no conflict of interest with our clients. Our consultants, economists, and analysts work together to identify the best real estate investment opportunities. At each stage of the process, our experts use proprietary tools: from benchmarking to portfolio construction active use of the risk envelope. During a real estate crisis, luxury real estate is not at all impacted in the same way as other investments. In fact, this market is a safe haven in situations where it is difficult to find safe and stable investments. nevertheless, the world situation or the politics of a country can be a barrier to luxury products. We help each of our clients pursue their own investment goals by creating a customized framework based on their investment style and risk tolerance. We provide you with customized discretionary, advisory and exclusive investment solutions. We’re knowledgeable in all asset classes around the world and have more than five decades of success translating that knowledge into investment strategies that turn goals into results. Our clients benefit not only from our knowledge and expertise, but also from our robust execution capabilities. Our broad and extensive network of investment specialists and resources is always available to strengthen our capabilities.
INVESTOR: PERUN HOLDING
INVESTOR: PERUN HOLDING