Services - 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