Discretionary Portfolio Management

You can delegate the management of your assets to the investment specialists at Valartis Bank Switzerland and leave the daily running of your investment portfolio to proven experts with many years’ experience.

Find the portfolio management solution that is right for you

At Valartis Bank we will manage your wealth in a way that suits you best. You can choose the right solution for you from a range of discretionary portfolio management mandates, in line with your investment preferences and needs with regard to risk and return.

In addition to the basic Conservative, Balanced and Dynamic strategies, we also offer clients with investable assets of CHF 2 million or more an individual mandate solution with a portfolio that is tailored to your personal preferences.

• Special mandates with specific benchmarks
• ‘Funds only’ solutions with a selection of best-in-class investment funds and/or ETFs (exchange-traded funds)
• Investment suggestions and stock recommendations

Reap the benefits of our comprehensive advisory services

Our comprehensive wealth management advisory services are centred around a proven, systematic client advisory process. This process ensures that we consistently take into consideration your expectations and capacity when implementing the investment solution.
Our proven advisory process in detail

Confidence that your wealth will be handled with prudence

Your wealth is managed according to a coherent, active investment policy. This policy is reviewed monthly by a high-calibre committee of experts and then adjusted to current market conditions.

The goal of our experienced investment specialists is to achieve above-average returns for you even in difficult economic times and to protect and grow your wealth in real terms.

Our investment process is focused on stability and security, ensuring that your wealth is handled with prudence. Careful asset allocation and strict risk controls are key features of our selective, forward-looking investment thinking.
Our private banking philosophy and values

Enjoy the benefits of our core/satellite approach

Our experienced portfolio managers make carefully diversified investments, using a professional ‘core/satellite’ approach across various markets and in traditional and alternative asset classes.

Due to the variety of asset classes used, Valartis Bank Switzerland’s core/satellite investment approach makes it possible to set very finely controlled risk/return parameters that are customised for you, while actively seizing diverse investment opportunities.
More about our core/satellite approach

Contact us for further information

We will be pleased to set up a personal meeting at no obligation on your part to determine the right portfolio management solution for you. We look forward to hearing from you.
Your contacts

By the way, as an alternative to discretionary portfolio management, we can also offer you professional investment advisory services in which we assist you in making your own investment decisions.
More about our investment advisory services