Wealth management and corporate finance advisory services

An independent team of financial, legal and technology specialists. We offer effective, flexible and forward-looking financial advice to a select group of families, investors and companies, beyond the limits of traditional banking.
Wealth advisory for families and investors
PMMB acts as investment advisor to high-net-worth individuals and families. We provide wealth structuring, asset and liability management and asset-backed financing, and we draw on our regional network to connect investors across geographies and create unique investment opportunities.
01
Tailored portfolios
Customized investment proposals and access to exclusive opportunities, with unbiased selection of private banking products and external asset managers.

02
Real estate investment
Sourcing and evaluation of real estate opportunities, transaction structuring, financing, acquisitions and refinancing, brokerage and property management.

03
Private equity and venture capital
Special purpose vehicles to invest in individual private market transactions, and early-stage opportunities in technology and digital businesses.

Corporate finance and M&A advisory
Tailored corporate finance advisory and creative debt and equity solutions: debt and equity placements, private equity and M&A advisory, board advisory, strategic reviews and valuation analysis.
With extensive reach, strong deal sourcing and deep corporate finance and private equity expertise, PMMB offers investment and co-investment opportunities in both the new economy and traditional international markets.
01
Debt and equity raising
Bond and bank loan financing, bridge and shareholder loans, debt refinancing, private placements, pre-IPO and start-up investments, and co-investment opportunities.

02
Mergers & acquisitions
Deal sourcing and origination, buy-side and sell-side advisory, private equity investment advice, deal execution, cross-border transactions and co-investment opportunities.

03
Valuation and strategy
Business and project valuation, feasibility and KPI studies, return analysis and access to industry experts.
