Ventira Private Wealth Management provides portfolio management for individuals and small businesses.
Ventira Private Wealth Management reports 85 clients. They include 57 high-net-worth individuals and 28 individual clients. Of its assets, 91.9% ($626M across 92 accounts) are managed with discretion; $55.6M across 10 accounts are not. Of its clients, 35% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 33% | 2% |
| High-net-worth individuals | 67% | 96% |
| Charitable organizations | Fewer than 5 | <1% |
| Insurance companies | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 28 | $14.9M | 2.2% | $533K |
| High-net-worth individuals | 57 | $657M | 96.4% | $11.5M |
| Charitable organizations | Fewer than 5 | $1.56M | 0.2% | — |
| Insurance companies | Fewer than 5 | $8.33M | 1.2% | — |
| Total | 85 | $682M | 100% | — |
- Clients
- 28
- Regulatory AUM
- $14.9M
- AUM share
- 2.2%
- Avg. per client
- $533K
- Clients
- 57
- Regulatory AUM
- $657M
- AUM share
- 96.4%
- Avg. per client
- $11.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.56M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $8.33M
- AUM share
- 1.2%
- Avg. per client
- —
Total
- Clients
- 85
- Regulatory AUM
- $682M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 35%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Ventira Private Wealth Management is paid through a percentage of assets under management, fixed fees (other than subscription fees), commissions and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Non-discretionary services
- Annual fee of 0.6% to 1.5%, depending on the size and complexity of the mandate. No minimum annual fee.
Beat Gloor owns 50% to 75% of Ventira Private Wealth Management. The leadership team of Ventira Private Wealth Management includes Chief Compliance Officer Andre Studer. It has 4 employees, 3 of them in advisory roles.
Leadership
- Andre StuderOwner, Chief Compliance Officer
- Beat GloorOwner, Director
- Juerg GreterMember of the Board
- Roland GysiDirector
- Andreas LussiMember of the Board
Staff
- 4 employees
- 3 in advisory functions
- 3 soliciting firms
- Owns 50% to 75% of Ventira Private Wealth Management LTD.
Beat Gloor
Control person · since June 2012
- Owns 50% to 75% of Ventira Private Wealth Management LTD.
Andre Studer
Control person · since June 2012
Ventira Private Wealth Management’s regulatory assets grew 1.7× from $397M (February 2021) to $682M (March 2026); clients were 85 in both filings and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $682M | 85 | 4 | 1 |
| March 2025 | $541M | 84 | 5 | 1 |
| March 2024 | $529M | 82 | 5 | 1 |
| March 2023 | $437M | 80 | 5 | 1 |
| March 2022 | $438M | 81 | 5 | 1 |
| February 2021 | $397M | 86 | 5 | 1 |
Besides its headquarters, Ventira Private Wealth Management has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Ventira Private Wealth Management LTD.
- Headquarters
- Genferstrasse 23, Zurich, Switzerland 8002
- Website
- ventira.ch
- Phone
- 0041417482290
- SEC file
- 801-76928
- Structure
- corporation organized in Switzerland
- Fiscal year end
- December
Ventira Private Wealth Management uses Bank Julius Bar & Co. Ag ($162M, 28%), Vontobel Securities Ag ($126M, 22%) and LGT Bank (Switzerland) Ag ($113M, 19%), among others, as custodians for its separately managed accounts. Ventira Private Wealth Management does not have custody of client assets.
- Bank Julius Bar & Co. AgBank Julius Bar & Co. Ag · Zurich · $162M28%
- Banque Pictet & Cie SaBanque Pictet & Cie Sa · Zurich · $93.7M16%
- Hypothekarbank Lenzburg AgHypothekarbank Lenzburg Ag · Lenzburg · $91M16%
- Vontobel Securities AgVontobel Securities Ag · Zurich · $126M22%
- LGT Bank (Switzerland) AgLGT Bank (Switzerland) Ag · Zurich · $113M19%
At year end, Ventira Private Wealth Management’s separately managed accounts were mostly in stocks (66%) and cash (18%).
What the accounts hold
- Stocks66%
- Funds5%
- Bonds5%
- High-yield corporate bonds2%
- U.S. government and agency bonds1%
- Sovereign bonds1%
- Investment grade corporate bonds1%
- Cash18%
- Other6%
- Precious metal6%
How many clients does Ventira Private Wealth Management have?
Ventira Private Wealth Management has 85 clients and manages $682 million for them, as of March 2026. They include 57 high-net-worth individuals and 28 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Ventira Private Wealth Management offer?
Ventira Private Wealth Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Ventira Private Wealth Management use?
Ventira Private Wealth Management’s separately managed account assets are held at Bank Julius Bar & Co. Ag (Zurich), with $162M, Vontobel Securities Ag (Zurich), with $126M, LGT Bank (Switzerland) Ag (Zurich), with $113M, Banque Pictet & Cie Sa (Zurich), with $93.7M and Hypothekarbank Lenzburg Ag (Lenzburg), with $91M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Ventira Private Wealth Management have?
Ventira Private Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ventira Private Wealth Management invest in?
At the end of its last fiscal year, Ventira Private Wealth Management’s separately managed accounts held 66% exchange-traded equities, 18% cash and equivalents, 6% other, 5% pooled vehicles (private funds and similar), 2% high-yield corporate bonds, 1% U.S. government and agency bonds, 1% sovereign bonds and 1% investment grade corporate bonds. The 6% other category is described as: Precious Metal.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ventira Private Wealth Management?
Ventira Private Wealth Management’s direct owners are Beat Gloor (50% to 75%) and Andre Studer (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Ventira Private Wealth Management get paid?
Ventira Private Wealth Management is paid through a percentage of assets under management, fixed fees, commissions and performance-based fees.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ventira Private Wealth Management?
Ventira Private Wealth Management’s main office is at Genferstrasse 23, Zurich, Switzerland 8002. Its phone number is 0041417482290. Its website is ventira.ch.