Welcome to PRIVATINVEST LTD!
As an innovative FinTech company, we strive to offer scalable and comprehensive financial planning services to an interested audience. Under the term Financial Technology (FinTech), we understand technological financial innovations that can lead to new services. At PRIVATINVEST AG, we provide digital and technological services to increase flexibility in general financial planning and financial monitoring. We have been observing for several years how digitalization challenges established business models in the financial sector. This is not just about the use of computer technology, but rather about the fact that today, thanks to innovations and developments, we can offer our services in a scalable and holistic manner, leveraging the benefits of FinTech, particularly blockchain and smart contracts.
Our field of activity includes comprehensive financial planning and consulting with a focus on sustainable finance (sustainability projects and CO2 certificates), value-based investment controlling based on Catholic social teaching and involvement in specialised advisory boards. We not only emphasise the economic relevance of financial investments, but also take into account their ecological and value-based credibility and sustainability. In the area of private equity, we also invest directly in specific companies that fulfil our value-based principles and high standards.
When it comes to accessing asset information and confidential customer data, we carry a great responsibility that we want to fulfill. In addition to complying with data protection regulations, we also place great importance on our own ethical standards. We continuously observe and reflect on the interactions and dynamics of financial markets and economic processes. Furthermore, we work closely with various experts in the fields of taxation, insurance, and law to foster interdisciplinary exchange.
We look forward to assisting you with your financial matters and accompanying you on your journey towards successful financial planning and monitoring. Please do not hesitate to contact us for further information or to schedule an appointment.