Ventira Private Wealth Management Ltd.
- Regulatory AUM
- $682M
- Discretionary
- $626M
- Clients
- 85
- Avg AUM / client
- $8.0M
- Accounts
- 102
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 28 | $14.9M | 2.19% |
| High net worth individuals | 57 | $657M | 96.4% |
| Charitable organizations | Fewer than 5 clients | $1.6M | 0.23% |
| Insurance companies | Fewer than 5 clients | $8.3M | 1.22% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gloor, Beat | Owner, Director | Jun 2012 (14y) | 50% – 75% | |
| Greter, Juerg, Roland | Member Of The Board | Jun 2012 (14y) | Less than 5% | |
| Gysi, Roland | Director | Jun 2012 (14y) | Less than 5% | |
| Studer, Andre, Christoph | Owner, Chief Compliance Officer | Jun 2012 (14y) | 50% – 75% | |
| Lussi, Andreas, Thomas | Member Of The Board | Mar 2021 (5y) | Less than 5% | |
| Gross, Philipp, Guy | Director | May 2023 (3y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 966 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Bank Julius Bär & Co. Ag $162M (24% of AUM) Mar 2026
- Vontobel Securities Ag $126M (18% of AUM) Mar 2026
- Lgt Bank (Switzerland) Ag $113M (17% of AUM) Mar 2026
- Banque Pictet & Cie Sa $93.7M (14% of AUM) Mar 2026
- Hypothekarbank Lenzburg Ag $91.0M (13% of AUM) Mar 2026
- The Pictet Group $74.9M (14% of AUM) Mar 2025
- Credit Suisse (Switzerland) Ltd $49.0M (11% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗