Private Clients

Our clients come from many different walks of life and many different countries. Their needs and expectations therefore greatly vary (see “Client Profiles”, right).

Discerning clientele with an international outlook

Our private clients include entrepreneurs, senior executives, self-employed professionals, people of independent means and wealthy families. They come from Switzerland, Central Europe, Russia and the emerging economies of Eastern Europe, the Middle East, as well as North and Latin America.

Tailored wealth management to meet your goals and requirements

Our aim is to offer these clients a customised wealth management solution that meets their individual requirements and objectives. Our private banking services are based on fundamental values such as reliability, professionalism and strict risk controls. A personalised service and advice are the cornerstones of our solution-oriented and client-centric approach.
Our philosophy and values

Our commitment to our clients is to provide a wealth management service that preserves, maintains and increases their financial returns and wealth. We carefully analyse the needs of our private clients and work with each client to define the right level of risk. Investment advisory and wealth planning are based on a proven multi-step advisory process.
Our proven advisory process

Private clients enjoy a comprehensive service

We offer our discerning private clients a broad range of financial services. In short: Private Banking Plus.
Overview of our wealth management services

• Financial planning based on clients’ specific needs – Developing and managing a comprehensive personal financial strategy in order to achieve the desired outcome
• (this can take the form of cross-generational wealth planning to preserve, maintain and grow the family’s assets for future generations)
• Tailored investment portfolios – Specially compiled portfolio proposals addressing the client’s specific circumstances and objectives
• Access to attractive investment solutions – Access both to special niche investments in real estate and private equity and to dedicated investment structures such as private-label funds and best-in-class products from third-party providers (open platform)

An extra plus for entrepreneurs

Besides this rather traditional wealth management offering and our attentive, personalised service, our entrepreneurial clients appreciate the broad range of products and services offered by our corporate finance/M&A and structured finance specialists, which they receive under Valartis Bank Switzerland’s Private Banking Plus approach.
Learn more in a one-to-one advisory meeting

Client Profiles

Maximizing Income

A retired businessman, who successfully sold his share in a significant services company, and who wants to maximize annual income over the forthcoming years, while preserving the capital from which it is derived.

Ensuring the Future

A married couple in their 40’s, who own and run their own business, a medium-sized company. Their prime goal is to protect their assets in a volatile environment, in order to achieve a financially sound retirement and to ensure that their children have a healthy inheritance.

Minimizing Risk

A successful businessman in his late 30’s, wanting to build his investments for the future, in order to ensure an efficient portfolio structure that minimizes risk and provides good returns.

Improving Returns

An entrepreneur, having concentrated on his business career and not paid sufficient attention to his investments, now needs to improve the return on them, and to prepare effectively for retirement.

Entrepreneurial Approach

A European family who inherited from their parents a very active portfolio who now want to extend it to additional countries and to invest in businesses with substantial potential yet with a higher risk potential.