Services - Avalor Investment AG

AVALOR INVESTMENT AG

Our Services

We help you achieve your personal investment goals.

Investment management

  • Defining a personal global investment strategy
  • Managing portfolios of assets at the banking custodian of the client’s choice; also possible with assets at more than one bank
  • Continuous monitoring and analysis of financial markets
  • Analysis, selection and monitoring of appropriate investments
  • Implementing the individual investment strategy
  • Control of all transactions
  • Liquidity management
  • Performance analysis
  • Respecting all relevant tax and related issues in partnership with a top-notch network of tax experts, lawyers and fiduciaries
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Family office services

Investment consolidation

  • Verification and control of all banking statements
  • Clear and comprehensive overview of all asset pools taking into consideration all banking relationships
  • Basis for coordinated implementation of investment policy
  • Basis for professional liquidity management
  • Routine cooperation with clients’ tax accountants and lawyers
  • State-of-the-art IT platform designed for consolidation and reporting functions

Investment reporting

  • Verification and control of all bank statements and transaction slips
  • Regular analysis of the structure and performance of all individual portfolios as well as of the consolidated whole
  • Monitoring and reporting on banking costs
  • Suggestions for improvements

Investment counseling

  • Comprehensive wealth analysis, taking into account the client’s individual situation
  • Definition of long-term investment profile under consideration of all relevant tax aspects
  • Evaluation of investment proposals
  • Proposals for appropriate asset domicile and custodian banks
  • Estate planning
  • Trusts, companies and foundations
  • Recommendation of experts covering all relevant aspects of wealth management
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