The name Patrimo & Comp. for us expresses the two most important values.

Patrimo deducted from Patrimonium - in Latin - or „Patrimony“ - in English - standing for the responsibility to conserve on the one hand but also to develop it within the current framework on the other hand. For our entrepreneurial activities within the financial industry „Patrimony“ is primarily financial property - but not solely! It is also competence, knowledge and capability … as well as the ability to see things with a little bit distance along their long-term development.

To apply these values profitable we need a set of people (our compagnions) who understand working together and with our clients on the basis of a professional partnership where everybody provides his individual strengths and experiences for the common benefit.