Premyss

What Premyss does

Premyss is a Geneva-based (Veyrier), founder-led boutique consulting firm specializing in investment governance and external Chief Investment Officer (CIO) services for Swiss financial intermediaries. Founded in June 2017 by Jean-Sylvain Perrig, a former Head of Investments at Banque Privée Edmond de Rothschild and Union Bancaire Privée (UBP) with over 25 years of institutional portfolio management experience, the firm operates without a proprietary technology platform and delivers its services through direct advisory engagement.

The firm's offering comprises four core services: (1) Gouvernance, providing investment governance framework development and documentation; (2) CIO Externe, offering external CIO participation on client strategy committees ranging from ad-hoc guidance to full delegation of investment policy and communication; (3) Analyse de Portefeuilles, providing objective portfolio performance analysis and expertise for clients, service providers, or attorneys; and (4) LSFin Compliance Consulting, helping clients meet Swiss Financial Services Act (LSFin/LEFin) documentation requirements. Premyss positions itself as having no product distribution, no advisory mandates creating conflicts of interest, and no retrocessions.

Commercially, Premyss operates a sales-led, relationship-driven model targeting independent asset managers, family offices, private banks, and Swiss pension funds. Pricing is bespoke and quote-based, with engagements ranging from occasional advisory to ongoing committee participation on multi-year contracts. The firm is a member of the Swiss Association of Financial Analysts (SFAA) ecosystem, with the founder having served as SFAA president (2016-2022), and is connected to the pension platform ecosystem via a strategic committee role at Lemania Pension Hub.

Name

Premyss

Legal name

Premyss

Website

https://premyss.ch

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Premyss is a Geneva-based, founder-led boutique consulting firm providing investment governance, external CIO, portfolio analysis, and LSFin compliance advisory services to Swiss independent asset managers, family offices, private banks, and pension funds.

Ownership category

akta.pro rank

Headquarters

HQ city

Veyrier

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Consulting and Advisory Services: Premyss generates revenue through consulting mandates and advisory engagements. Services include governance setup, investment policy definition, external CIO participation, and portfolio expertise/analysis. Engagement models range from ad-hoc advisory to ongoing committee participation and full delegation of investment policy and communication.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Premyss is a boutique performance consulting firm that provides investment governance, external CIO participation, portfolio analysis, and LSFin/LEFin compliance advisory services to Swiss financial intermediaries (independent asset managers, family offices, private banks, and pension funds). Services are delivered through bespoke mandates ranging from occasional advisory to full delegation of investment policy and communication.

Product overview

Premyss is a performance consulting firm based in Geneva, Switzerland, offering a suite of investment governance and portfolio management advisory services. The core offerings consist of: (1) Gouvernance – investment governance framework development and documentation; (2) CIO Externe – external Chief Investment Officer services for strategy committees; (3) Analyse de Portefeuilles – portfolio performance analysis and expertise; and (4) LSFin Compliance Consulting – regulatory compliance services under Switzerland's Financial Services Act. Founded by Jean-Sylvain Perrig in June 2017, the firm serves independent managers, family offices, private banks, and pension funds.

Differentiator

Problem solved

Functional benefit

Products and services

• Gouvernance Investment governance consulting that helps Swiss financial intermediaries establish documented and professional portfolio management processes tailored to their size and organizational culture.
• CIO Externe External Chief Investment Officer service providing strategic investment committee support, ranging from occasional guidance to full delegation of investment policy and communication. Services include strategy committee participation, external CIO mandates, and portfolio governance for private banks, family offices, and pension funds.
• Analyse de Portefeuilles Portfolio analysis and expertise service conducted for clients, service providers, or attorneys, providing objective assessment of portfolio management quality and risk-adjusted performance comparison.
• LSFin Compliance Consulting Swiss Financial Services Act (LSFin/LEFin) compliance consulting to help independent managers, family offices, and financial advisors document their investment policy and achieve regulatory compliance.

Quantifiable outcome

• No explicit quantified client outcomes are published.

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Lemania Pension HubcoreStrategic or Co-development Partner · 4 September 2020Jean-Sylvain Perrig, founder of Premyss, serves as chairman of the investment committee of lemania pension hub, a digital private pension platform. This role extends Premyss's governance expertise into the pension platform ecosystem, with the platform integrating Performance Watcher tools for transparent fund performance comparison. The platform serves private pension advisors and brokers across Switzerland.
• Performance WatchercoreStrategic or Co-development PartnerPerformance Watcher is a Swiss Romandie-based wealthtech providing independent performance benchmarking for private investors and professionals. The platform enables transparent risk-adjusted performance comparison and is integrated into lemania pension hub's governance framework. Premyss references and endorses Performance Watcher as a quality control tool in its thought leadership content.
• Swiss Association of Financial Analysts (SFAA)coreOthersJean-Sylvain Perrig serves as president of the Swiss Association of Financial Analysts (SFAA) from 2016 to 2022. He continues to serve on its board. The SFAA is the professional body for financial analysts in Switzerland, providing industry representation, standards-setting, and networking.
• AtonRâ PartnersminorOthersJean-Sylvain Perrig serves as President of the Board of Directors of AtonRâ Partners, an asset management firm. This board position reflects professional standing in the Swiss financial community.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Willis Towers Watson: WTW is a global advisory firm offering investment consulting, OCIO, and governance services to pension funds and institutional asset owners. Comparable to Premyss in the investment governance and oversight function, though operating at global scale with broader service offerings.
• Cambridge Associates: Cambridge Associates is a global investment consulting firm providing outsourced investment office and governance advisory services to foundations, endowments, and family offices. Comparable to Premyss in providing investment governance and CIO-as-a-service offerings, though at significantly larger scale.
• Aon: Aon is a global professional services firm providing investment consulting and OCIO mandates through its Aon Investments business. It serves institutional investors with governance, manager selection, and portfolio advisory work overlapping with Premyss's offering.
• Mercer: Mercer is a global investment consulting and OCIO provider offering investment governance, manager research, and advisory services to institutional investors. It overlaps with Premyss in investment advisory and governance mandates but at much larger scale and broader geographic reach.
• Russell Investments: Russell Investments is a pioneer of the OCIO model, providing outsourced investment management and governance services to institutional asset owners. Its consulting and OCIO capabilities overlap with Premyss's external CIO service for institutional investors.

Direct peers

• PPCmetrics: PPCmetrics is a Zurich-based investment consulting firm specializing in Swiss pension fund governance, ALM, and portfolio analysis. It is one of the closest direct peers to Premyss in Switzerland, serving independent asset managers, pension funds, and family offices with similar investment governance and oversight mandates.
• Complementa: Complementa is a Swiss investment consulting firm providing investment governance, ALM, and portfolio advisory services to pension funds, foundations, and other institutional investors. It directly competes with Premyss in the Swiss investment-advice and governance-consulting space.

Regional players

• Cardano: Cardano is a UK-based investment consulting and OCIO firm serving defined-benefit pension schemes with governance and advisory services. It is comparable to Premyss in providing investment governance to pension clients, but operates primarily in the UK/Netherlands rather than Switzerland.

Others

• SFAA (Swiss Association of Financial Analysts): The SFAA is the professional body for financial analysts in Switzerland, of which Premyss's founder served as president (2016-2022). It is a thematically related ecosystem participant — not a competitor — that provides industry standards, networking, and credentials relevant to Premyss's positioning.

Emerging players

• Lodestar Investment Consultants: Lodestar is a boutique investment consulting firm serving institutional investors and family offices with governance and portfolio advisory services. It is comparable to Premyss in being a smaller specialist offering investment governance mandates to institutional clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/premyss-sa

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Premyss