The responsibility for your financial affairs always rests with a partner at Avalor. Customers have individual requirements, and we respond to them flexibly. With transparency and continuity, we build trust and act in the best interest of our clients.
Our long and diverse experience is the foundation of our expertise. We have acquired our expertise with successful careers in renowned private and universal banks. Sufficiently small to maintain a highly personalized level of service, Avalor Investment AG is large enough to have weight in the market.
Our profession is our passion. We have been working together as a team for many years and have the ambition to achieve above-average long term results for our customers.
A down to earth and independent advisor is what our clients appreciate over generations. Thus, we leave the choice of custodian bank up to you but are delighted to make recommendations if you wish. Our extensive network of renowned tax advisors, law firms and fiduciary offices is also based on this principle.
We act strictly in accordance with the highest standards of professional conduct. Assets deposited with a Swiss custodian bank are subject to Swiss banking secrecy and the Swiss Financial Market Supervision Authority (FINMA). Avalor Investment AG is as well approved asset manager with the FINMA and registered with the U.S. Securities and Exchange Commission (SEC).
We inform you regularly and comprehensively about the development of your assets. Our tariff structure is transparent and clear.