Philosophy and Values

We believe, above all, in a personal and dedicated service that cares for each and every client. We seek to get to know each client personally, regardless of the volume of assets involved, and to provide them with the right solution based on their individual needs.

Our approach combines traditional Swiss private banking with a sound understanding of modern markets and methods, extensive experience in strategic and tactical asset allocation, and a flexible organisation that is capable of putting solutions in place quickly and effectively.
What makes us stand out

Guided by sound principles

Our approach to private banking is based on fundamental values that our very experienced and client-oriented relationship managers put into practice with great care and passion:

• We take time for our clients in order to understand their individual needs
• We offer a personalised service and a solution-oriented advisory approach
• We apply strict risk controls and prudent portfolio management
• We ensure a high level of reliability and professionalism

Wealth management focused on the client’s individual risk/return profile

Our goal is to preserve and grow the wealth of our clients. We carefully analyse their needs and work with each client to determine the right level of risk. The investment strategies that we devise for clients focus not only on achieving above-average returns, but also on guaranteeing stability and security.

Open architecture with best-in-class products

Because Valartis Bank is independent of any large financial institution, we are able to apply an open product architecture. This means that we develop and recommend the best financial products for our clients’ individual investment strategies, without being constrained by any conflict of interest or need to make sales.

Access to special investment opportunities and services

Our membership of the Valartis Group and broad international network allows us to offer our clients access to very specialised and exclusive investment opportunities.

There is also the possibility of working with our cross-border team who specialise in corporate transactions. We have particular experience in meeting the needs of business owners and entrepreneurs.
Our range of services

Our Key Principles

• Focus on each client and their unique needs
• Careful asset allocation and strict risk controls
• Selective and forward-looking investment thinking
• No conflict of interest at the product or strategy level