What to expect

A great experience where your financial goals and needs are at the forefront with an experienced financial advisor/ wealth manager. Research suggests working with a financial advisor can result up to 4% additional investment returns.

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How we're different

We deeply understand women’s differentiated needs, preferences, and behaviours when it comes to managing their finances. We are qualified fiduciary independent financial advisors who are legally bound to work in your best financial interest. PACEUPinvest itself is subject to the Federal Financial Supervisory Authority and is audited according to KWG §34f trade regulations and approved as a financial asset broker and advisor.

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Frequently Asked Questions

What is PACEUPinvest Private Wealth Management (PWM)?

PACEUPinvest PWM is a full-service advisory team that deeply understands women’s differentiated needs, preferences, and behaviours when it comes to managing their finances. Our private wealth clients work one on one with a dedicated financial advisor (Chartered Financial Analyst) who is backed by investment associates.

Who holds Private Wealth Management Money?

The custodian holds your money. PACEUPinvest does not hold the client’s money.

How do I become a Private Wealth Client?

Contact us via the contact page and we will be in touch to discuss your needs, values, and goals.

What makes PACEUPinvest Private Wealth Management different?

Our financial advisors are Chartered Financial Analysts (CFA Charterholders) with years of experience. They are bound by fiduciary responsibility and adhere to the highest code of ethics as subscribed to the CFA Code of conduct. We have the knowledge and the skills to thrive in the competitive investing industry. We put your best interests ahead of ours. We help you invest according to your values.