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JTC Private Office – Asking the Experts: James Day – Peritus Investment Consultancy

8th Dec 2021

At JTC Private Office we pride ourselves on providing exceptional service, and we understand that every client has different needs.

In our latest episode of ‘Asking the Experts’, Matthias Belz, Head of JTC Private Office is joined by James Day, Managing Director of Peritus Investment Consultancy, to discuss how to establish close and long-term relationships with clients.

Located in Zürich, Peritus is an independent, privately owned company that researches, monitors and reviews global investment managers on behalf of its clients. Its mission is to enhance the investment experience that its clients have as they manage their own wealth.

CONTACT

James Day, Managing Director

T: +41-43-299-4480

E: [email protected]

www.peritus.co.uk

Our resources and strengths

We value shared ownership

We operate around the principle that if our people have a stake in the business, they will do a better job for our clients.

We invest in people

Over 85% of our employees hold a relevant professional qualification or are working towards this through our dedicated JTC Academy.

We embrace technology

We operate a variety of best-in-class systems to deliver and maintain an impeccable standard of administration and use technology to innovate in both service delivery and efficiency.

We value relationships

We aim to work with clients who share our belief in the importance of building strong relationships over time.

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