Preserving Wealth. Defining Legacy.
James Peter Private Office provides discreet, heritage-led investment advisory for ultra-high-net-worth individuals, managed from our Bern headquarters with absolute professional integrity.
567 MIO
Assets Represented
60 k
Active Clients
9.5 MIO
Asset Value owning
68
Transaction Made
Facts & Figures
Our numbers speak for themselves
The Journey
2012
Office Foundation
The James Peter Private Office was established in Bern, rooted in the Swiss tradition of discretion and long-term asset preservation.
2016
Asset Expansion
Significant expansion into global real estate markets and fine art holdings, diversifying the core portolio for future generations.
2021
Strategic Advisory
The introduction of specialized strategic advisory services, focusing on heritage-led investment strategies for private clients.
2026
Next Era
Redefining private wealth standards via high-impact flagship holdings and absolute discretion in a shifting global landscape.
Core Investment Philosophy
Our philosophy is rooted in the preservation of heritage and the pursuit of long-term stability. We believe that true wealth is not merely measured by growth, but by the resilience of the assets we hold and the discretion with which they are managed.
Operating from a position of profound confidentiality, we deploy capital into flagship holdings that reflect our values of excellence and permanence. This refined expertise ensures that every decision serves the office's core mission: securing a legacy for the next generation.
Private Inquiry
We invite qualified investors to initiate a confidential dialogue regarding our flagship holdings and upcoming bespoke opportunities.