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Creating Value

Avalor Investment AG is one of the leading
independent wealth managers in Switzerland.

AVALOR INVESTMENT AG

Creating value

Avalor Investment AG is one of the leading independent wealth managers in Switzerland. We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation. Since our founding in 2005, clients have entrusted us with the care of CHF 2.5 billion in assets.

Should you be interested in finding out more about how we can create value for you:

We help you achieve your personal investment goals.

Our services

We help you achieve your personal investment goals.

Defining a personal global investment strategy, managing portfolios of assets at the banking custodian of the client’s choice (…)

Comprehensive wealth analysis, taking into account the client’s individual situation, definition of long-term investment profile (…)

Verification and control of all banking statements, clear and comprehensive overview of all asset pools taking into consideration all banking relationships (…)

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