AVALOR INVESTMENT AG
Our Services
We help you achieve your personal investment goals.
Investment Management
- Development of an individually tailored global investment strategy
- Constant custody account management at the bank of your choice; consolidated across several custodian banks also possible
- Continuous financial market monitoring and analysis
- Analysis, selection and control of suitable investment instruments
- Implementing the individual investment strategy
- Control of all transactions
- Liquidity management
- Performance monitoring
Investment Consolidation and Reporting
- Your investment decision based on our expertise and advice.
- Holistic, systematic asset analysis
- Profiling of risks and opportunities, taking into account the client’s specific and individual situation
- Elaboration of long-term strategic goals
- Selective analysis and recommendations of suitable investments
Investment counseling
- Recording and reviewing of the consolidated asset situation including all bank accounts
- Clear and comprehensive overview of all assets
- Basis for coordinated analysis and implementation of investment decision and strategy
- Liquidity and cash management across all bank relationships
- Periodic analyses of the structure and performance of all individual portfolios as well as the consolidated view
- Continuous evaluation of the price-performance ratio of the individual banks
- Optimisation proposals
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