Our Services

Investment Advisory Services

For clients wishing to retain control of the decision-making process on their portfolio, Primis offers dedicated and bespoke Investment Advisory Services. Clients will enjoy regular contact with Primis investment team with market updates and targeted investment proposals, which are tailor-made to their current portfolio and risk profile. The client has the final say and while Primis may pass and monitor the orders with the bank, it cannot do so without thoroughly explaining each proposal to the client and obtaining his or her validation to proceed.

Discretionary Investment Management

Primis also offers Discretionary Investment Management to manage the assets on behalf of the client. The client and Primis will first establish a risk & investment profile as well as define the universe of investable assets. Primis will then take investment decisions in respect to these guidelines and always in the best interest of the client. The client will regularly be updated on performance, the current investment strategy and portfolio composition in full detail and transparency.

Corporate Finance and Advisory

For UHNW Individuals, Families, Corporates and Institutional Investors, Primis offers a wide spectrum of corporate finance and corporate advisory services geared to assisting our clients in achieving their goals. Such services include strategy formulation and business plan, exit planning and execution, valuations, identifying growth solutions, planning and executing business turn-arounds, mergers & acquisitions, funding consultancy, private equity.


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