We are involved in understanding the personal plans of our clients to define and develop financial strategies that are aligned with their long-term goals and objectives. The planning and design of the individual strategy of each of our clients is a fundamental phase in the success of our services.
PTSX Global Strategic Alliance Partner
StoneX, with its century-long experience in the financial markets, its globalized market network and its professional system for the execution and settlement of transactions, provides financial infrastructure to connect institutions and investors with capital markets worldwide. Its comprehensive service capability, covering equity markets, futures, foreign exchange, fixed income and multiple assets, provides an important foundation for cross-market investing and global asset allocation.
Company: StoneX Group Inc.
U.S. Federal Tax Identification Number / EIN (IRS Employer Identification Number): 59-2921318
State of incorporation: Delaware
SEC CIK: 0000913760
Headquarters: 230 Park Ave, 10th Floor, New York, NY 10169
PRIVEST offers specialized financial advisory in two activity areas:
Since we established our cooperation relationship with StoneX in February 2025, we have continued to drive a structural update of our investment services system, gradually evolving from the traditional advisor-client service model toward a partner collaboration model that places greater emphasis on account independence, investor autonomy, and long-term alignment of interests.
Under the new service structure, investors who meet the corresponding account-opening and regulatory compliance requirements may open and maintain an independent investment account in their own name through the corresponding cross-border financial services system. Account assets and trading authority are administered in accordance with the applicable account agreements, regulatory requirements, and the rules of the corresponding service institutions. Investors retain the corresponding autonomy over their own accounts and their day-to-day investment decisions, while our primary responsibilities are further concentrated on investment research, asset allocation recommendations, market analysis, the risk management framework, and support for investment strategies.
This means that we are not simply eliminating the traditional investment advisory model, but rather, while maintaining the professional functions of the investment advisor, we are redefining the boundaries of responsibility between investors and the professional team: investors retain control of their accounts and decision-making power over their investments, while the professional team provides research, strategies, and ongoing investment support.
At the same time, we are also gradually adjusting our previous fee arrangement. Compared with the traditional charging structure based primarily on fixed advisory fees and asset management commissions, the new collaboration framework places greater emphasis on long-term alignment of interests and adopts a collaboration-profit distribution mechanism linked to actual investment results and the terms agreed between both parties.
WEALTH MANAGEMENT
We offer our clients a professional service to manage their financial investments in the securities markets.
INVESTMENT BANKING
We specialize in the sale and acquisition of companies, fusions, capitalizations and corporate financing.