We believe everyone has the right to privacy, asset protection and tax benefits. To meet that criteria and satisfy those requirements we provide wealth and asset management services for our clients, sheltering them with the world’s no 1 asset and privacy protection regime.
Primus Wealth
“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,
– Primus Asset Management Foundation,
– Primus All Weather Investment Fund and Primus All Weather Plus Investment Fund.
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.
How we are unique:
- we are independent, giving us freedom to make investment decisions solely for the benefit of our clients
- we manage and invest our clients’ assets in-house
- we set up and carefully manage EU trusts and asset management foundations providing you with the best privacy and asset protection in the world
- we have an experienced in-house team of professionals, so your privacy can stay intact as information is not shared with a third party
Our team
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.
Learn MoreReflecting the complexity of our clients’ challenges, with our experienced in-house team of legal, asset management, taxation and accounting experts we strive to offer the perfect solution for every individual situation that protects our clients’ wealth, assets, privacy, and business interest while achieving the highest tax benefits.
Thinking about what the best solution would be for you? Contact us.
Primus Wealth aims to pursue its bespoke services to the highest professional standard with the utmost commitment. Our corporate motto “CREATING VALUE ACROSS GENERATIONS” expresses our commitment to combine family value with continued development.
Primus Wealth’s services are based on the following core values:
Professionalism
The professional background of Primus Wealth’s services is guaranteed by the Society of Trust and Estate Practitioners (STEP), as the managing partners and board members are the founders, as well as committee members, of STEP Hungary. Additionally, all of our colleagues have master’s degrees in law or economics or both. We employ domestic and international tax advisors, LLM degree lawyers, highly trained chartered accountants and experienced financial market analysts. All of our colleagues speak English at full professional proficiency, and we also have professionals who speak fluent 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.