Perreard Partners Investment

What Perreard Partners Investment does

Perreard Partners Investment SA (PPI) is a privately held, for-profit Swiss investment advisory firm founded in 1990 and headquartered in Geneva, Switzerland. Per public reference, the firm employs between 11 and 50 staff and operates the legal entity Perreard Partners Investment SA (also branded as PPI) under the domain ppi.ch. Its stated service lines are risk and cash flows management, portfolio solutions, research, and innovation services, positioning PPI as a boutique advisory firm rather than a product-led asset manager. Granular information on its product set, pricing, customer base, distribution channels, technology stack, or revenue mechanics is not disclosed in the available sources.

Business model evidence is similarly thin. No fee schedules, AUM, advisory mandates, or contract structures are documented. The most concrete third-party signal is a long-standing strategic collaboration with Mesirow Financial, a U.S.-based financial services firm, that has been in place since 2004 and is described as having led to Mesirow opening a Geneva office to serve currency management clients in Switzerland. From this, PPI can be inferred to operate within the Swiss institutional and/or family-office currency and risk management segment, functioning at least partially as an in-country counterpart or alliance partner to U.S.-headquartered Mesirow. Beyond this partnership, no ownership structure, founding history details, milestones, regulatory registrations, leadership roster, certifications, patents, awards, M&A activity, or funding history is available in the supplied data. The firm is described only as operating from Geneva and as a Swiss-based entity, with no disclosed subsidiaries, parent entities, or expansion beyond Switzerland.

Name

Perreard Partners Investment

Legal name

Perreard Partners Investment SA

Website

https://ppi.ch

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

Perreard Partners Investment SA is a Geneva-based Swiss boutique investment advisory firm (founded 1990, 11-50 staff) offering risk and cash flow management, portfolio solutions, research, and innovation services, with a long-running strategic partnership with Mesirow Financial.

Ownership category

akta.pro rank

Product category

Investment Management and Currency Risk Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Liability-Driven Investment (LDI) & Pension Risk Transfer (PRT) Asset Management (FSAAAGAI)

Keywords

• Currency risk management
• Portfolio solutions
• Cash flow management
• FX hedging services
• Investment research

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Core offering

Perreard Partners Investment (PPI) is a Swiss investment advisory firm that delivers currency risk and cash flow management, portfolio construction solutions, investment research, and innovation services. It serves institutional and corporate clients in Switzerland and Europe, including through an exclusive partnership with Mesirow covering Switzerland since 2004.

Differentiator

Problem solved

Functional benefit

Products and services

• Currency Risk Management Advisory service helping institutional and corporate clients identify, measure, and hedge foreign exchange exposure across European and Swiss operations.
• Portfolio Solutions Portfolio construction and management solutions tailored for institutional and corporate clients, integrating risk management, asset allocation, and multi-currency considerations.
• Investment Research Research-driven insights supporting portfolio decisions and currency exposure views for institutional and corporate clients in Switzerland and Europe.
• Cash Flow Management Advisory service supporting clients in managing cross-border cash flow risk through structured currency and liquidity strategies.
• Innovation Services Innovation-oriented advisory offering intended to support clients in adopting new approaches to currency, portfolio, and risk management.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Mesirow FinancialcoreStrategic or Co-development Partner · 1 January 2004Perreard Partners Investment SA (PPI) has collaborated closely with Mesirow since 2004. This Swiss-based partnership has been ongoing for over two decades, with Mesirow Switzerland being described as the natural continuation of this partnership. The collaboration led to Mesirow opening an office in Geneva to support currency management clients in Switzerland.

Recent moves1 record

Expansion highlights2 records

Direct peers

• Record Currency Management: Specialist currency management firm offering passive and dynamic FX hedging, currency for return, and outsourced trading solutions to institutional clients. Highly comparable boutique model serving pensions and endowments on a global mandate basis.
• P-Solve: London-based specialist in currency overlay, dynamic hedging and active FX for pension funds, insurers and foundations. Comparable boutique scale, dedicated currency-only mandate, and similar institutional risk-management client profile.
• Millennium Global: Independent currency specialist providing dynamic hedging, alpha, and overlay solutions to institutional investors. Comparable specialist positioning, multi-strategy FX product set, and institutional client base.
• Mesirow Currency Management: Mesirow's dedicated currency overlay practice, covering passive and dynamic FX risk management, currency-for-return, and outsourced FX trading. PPI is bound to this franchise through its 20+ year partnership and effectively operates as Mesirow's Swiss currency capability.

Broad incumbents

• Cambridge Associates: Global investment advisory firm serving endowments, foundations, and pensions with portfolio solutions and FX considerations. Comparable advisory/portfolio-solutions positioning for institutional investors with cross-border mandates.
• Bank of New York Mellon (FX Overlay): Global custodian offering currency overlay and hedging as part of its broader asset servicing franchise. Same end-product category (institutional FX hedging/risk management) but delivered at scale as part of a much wider custody platform.
• State Street Global Advisors: Large-scale asset manager with currency-hedging share classes and institutional overlay capabilities. Comparable currency exposure for pension clients, but competes through product breadth and scale rather than boutique specialization.

Regional players

• GAM Investments: Swiss-domiciled active asset manager with currency, multi-asset and hedge fund capabilities. Comparable Swiss institutional presence and currency-management exposure, though operationally much larger and listed.
• Unigestion: Swiss-headquartered investment manager with currency overlay and hedge fund offerings alongside traditional mandates. Comparable Geneva/European footprint and institutional client focus, though broader in asset classes.

Emerging players

• Acadian Asset Management: Global systematic manager with a dedicated currency alpha and overlay capability alongside its multi-asset strategies. Overlaps with PPI on currency management for institutional clients but is broader in product and substantially larger in AUM.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Perreard Partners Investment