About
Valartis Bank Switzerland

Founded in 1988, Valartis Bank AG is a fully licensed Swiss bank with locations in Zurich, Geneva and Lugano. As an independent boutique private bank, we take a solution-oriented approach and combine traditional Swiss private banking with flexibility, client proximity and extensive expertise in strategic and tactical asset allocation.
What makes us stand out

With a team of 90 highly qualified employees, Valartis Bank Switzerland manages client assets of around CHF 2 billion.
Facts and Figures

An international clientele

Our international clientele includes wealthy private clients, entrepreneurs, family offices and institutional clients. Our core markets are Switzerland, Italy, Greece, Russia and the emerging economies of Eastern Europe as well as North and Latin America.
About our clients

True to the core values of Swiss private banking

Reliability, professionalism and strict risk controls, together with personal attention and individual advice are the guiding principles of our client-centric approach.
Our private banking philosophy and values

We put great value on having a healthy balance sheet structure, in which counterparties are actively managed and subject to ongoing scrutiny. The Bank’s liquidity and capital are invested with great care. It is of great importance to us that we can guarantee our clients access to their cash holdings at all times, even in a difficult economic environment.

A comprehensive range of wealth management services

In addition to traditional asset management and investment advisory, we offer our clients access to specialised investments and a diverse range of corporate and structured finance services. In short: Private Banking Plus.

Our highly experienced client advisors and investment specialists develop tailored solutions in conjunction with each client, taking into consideration the client’s needs and objectives along with his or her personal risk/return profile.
Our proven advisory process

A professional core/satellite investment approach forms the foundation of our comprehensive wealth advisory and planning services. This approach is implemented using an open architecture with a best-in-class product offering.
Our core/satellite investment philosophy

Many years of experience and an international network

We are a wholly owned subsidiary of Valartis Group AG, a company listed on the SIX Swiss Exchange with 300 employees in six countries. As such, we have wide-ranging expertise in managing client assets and an extensive international network of knowledge and contacts. Our various specialist teams all have many years experience in their areas of expertise.

In addition to Switzerland, the Valartis Group is also represented in Austria and Liechtenstein through sister banks. The Valartis Group’s international reach also extends to specialist asset management companies in Russia, Luxembourg, Austria, Liechtenstein and Switzerland.
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