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Markus W

Remote

Proventus AG

Markus Widmer is a financial advisor at Proventus AG with 12 years of industry experience. He has been with Proventus since 1998, contributing to the firm’s operations for 28 years. Proventus AG provides discretionary asset management and portfolio oversight primarily for individual and high-net-worth clients and their families, serving both U.S. and non-U.S. clients through tailored separate-account mandates. The firm employs a top-down macroeconomic framework combined with bottom-up security selection across five core strategy profiles, emphasizing capital preservation and diversification.

Active portfolio management Real estate investing Wealth management
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