Privacy, asset protection, and tax efficiency are core to everything we do.
We deliver structured wealth and asset management solutions within one of the world’s leading legal regimes for confidentiality and protection.
Meet Our Experts
Our close-knit in-house team of experienced legal, asset management, taxation, compliance and accounting experts form the backbone of our operation. Their experience and dedication allow us to provide exceptional service tailored to your unique needs.
Dr. Ákos Menyhei, LL.M, TEP
Managing Partner
Dr. Gábor B. Szabó, TEP
Managing Partner
Dávid Pálmai-Pallag
Managing Partner
What Makes Us Unique
Independence
We are completely independent, giving us freedom to make investment decisions solely for the benefit of our clients.
In-House Team
We manage and invest our clients’ assets in-house, so your privacy is protected and information is not shared with third parties.
Benefit of the EU
We establish and manage EU trusts and asset management foundations within one of the world’s leading privacy and asset protection regimes.
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Our Core Principles:
Professionalism
Primus Wealth’s professional expertise is underpinned by the Society of Trust and Estate Practitioners (STEP). Our managing partners and board members are founders and committee members of STEP Hungary. All colleagues hold master’s degrees in law, economics, or both, and our team includes domestic and international tax advisors, LLM-qualified lawyers, chartered accountants, and experienced financial market analysts. We operate fully in English and offer additional fluency in German, Italian, Russian, Ukrainian, Bahasa, Cantonese, and Mandarin.
Regulation
Continuous legal compliance is guaranteed by the competent EU authorities.
Loyalty
Primus Wealth is committed to unconditional loyalty to our distinguished clients.
Financial Guarantee
Besides our professionalism and unconditional loyalty to the clients, Primus Wealth maintains an indemnity insurance policy provided by Lloyds Syndicate, resulting in effective financial protection for our valued clients.
Legal Guarantee: Rule of Law
The system makes the difference. In contrast to offshore jurisdictions, the legal environment, both in the EU and in the US, as a result of the complexity of the legal system and domestic EU, US and international regulations, fully guarantee that our clients can trust the system. This legal environment guarantees that no one can misuse or abuse their position.
Family Values
We know and understand the challenges of multi-jurisdictional and high net wealth families. Therefore, we provide solutions that keep in mind the values of the family. We find the prime optimal solution for our clients to accommodate their needs using our vast international network.
Our History
Primus Wealth was established by professionals with over 25 years of international experience in asset management, tax & legal advisory and trust management. We are an international group of companies situated in Luxembourg, at the heart of the EU, where wealth management and financial culture has long traditions, as well as in Hungary, Budapest, strategic financial center of the Central European region.
“Primus Wealth” is a unified brand of Primus Wealth Group consisting of the following:
- Primus Wealth S.A. acts as a holding company registered in Luxembourg,
- All or any of its branches, affiliates, and subsidiaries, including but not limited to Primus Wealth S.A. Hungary (Budapest) Branch, Primus Wealth S.A. Representative offices in Cyprus and Ukraine,
- as well as Primus Asset Management Foundation.