About us...
+100
Investment Actions per year
24/7
Real-time Finance Monitoring
€300M
In Sustainable Investments
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Our team is eager to help you achieve your financial goals
Your financial partner
Crafting Financial Pathways, One Solution at a Time
We understand that the financial landscape can be complex and overwhelming. That's why we're dedicated to providing you with simplified, efficient, and personalized financial solutions. Our commitment to excellence goes beyond numbers; it's about building relationships that stand the test of time.
02.
RESPONSIBILITY
Our Social Commitment
Petrus Advisers cooperates with renowned aid organizations. We carefully source and choose our partners to ensure that donations reach designated projects directly, avoiding excessive administrative costs. Additionally, Petrus Advisers proudly supports JUHU, an initiative founded by Klaus Umek. JUHU is dedicated to providing targeted learning support to those disadvantaged by their life circumstances, opening up future opportunities with joy and commitment.
FInancial
Solutions
Financial
Solutions
Build and Safeguard Your Wealth
for Generations to Come
+200Y
Years Of Team Experience
Trust in seasoned professionals with wisdom honed through decades of collective experience.
+100A
Activist Actions per Year
Over 100 strategic actions each year, towards optimizing ROI.
€700M
In Sustainable Investments
Total value our team currently manages for our customers.
01.
Meet & Greet
Initial Consultation
We kick off with a no-obligation consultation to understand your financial objectives and initial needs.
01.
02.
Deep Dive
Financial Analysis
A comprehensive review of your current financial situation helps us identify strengths and areas to improve.
02.
03.
Map the Plan
Strategy Planning
We develop a customized financial plan with actionable steps to achieve your short-term and long-term goals.
03.
04.
Take Action
Implementation
Once the financial plan is set, we assist in the seamless implementation of each strategic element involved.
04.
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