Looking after your assets within the context of a tailor-made investment policy is a very personal matter. The indispensable foundation for this is mutual trust, which can only be achieved through a long-lasting, personal relationship. We are there to serve our clients and do not delegate responsibility.
Every partner of Avalor Investment AG can look back on a successful career in private banking with renowned private and/or universal banks. With Avalor, we created an entity wherein we could place all of our experience and know-how at our clients’ disposal. Sufficiently small to maintain a highly personalized level of service, Avalor Investment AG is large enough to have weight in the market.
We have a passion for our work, and have functioned well as a team for many years. We enjoy working together, and we enjoy the challenge of striving to achieve above-average results for our clients.
We are completely neutral and independent in every aspect of what we do for our clients. Our clients are free, for instance, to choose the custodian bank which best suits their needs. We work with an extensive network of top-notch tax experts, lawyers and fiduciaries, selected on the basis of their know-how and expertise.
We act in accordance with the highest standards of professional conduct. Assets deposited with a Swiss custodian bank are subject to Swiss banking secrecy and the regulatory supervision of the Swiss Financial Market Supervision Authority (FINMA). Avalor Investment AG is a licenced member of the Swiss Association of Asset Managers and registered with the U.S. Securities and Exchange Commission.
A state-of-the-art reporting system provides clients with regular and detailed information about the development of their portfolios. Our fee structure is clear and understandable.