Our Proven Advisory Process

The key to tailoring a wealth management solution to your needs is getting to know what you want to achieve, based on your personal situation. That is why the basis for wealth advisory and planning at Valartis Bank Switzerland is a systematic client advisory process.

1. Comprehensive analysis of your needs and objectives

We take the time to get to know you personally. In a one-to-one meeting, our relationship managers will carefully go over your investment ideas and expectations. We pay special attention to thoroughly understanding your wealth situation, your professional and family circumstances, your financial needs and your risk capacity and appetite.

2. Developing an investment strategy in line with your needs

On the basis of a jointly defined risk/return profile our experienced investment specialists develop an individual investment strategy that allows you to pursue your long-term financial goals. We not only show you the opportunities but also clearly point out the risks involved.

3. Determining a specific solution

Our experienced investment specialists will help you define the ideal solution, providing you with specific investment recommendations and assisting you in making the right financial decisions.

As an alternative to traditional portfolio management under a wealth management mandate (discretionary portfolio management) Valartis Bank also offers professional investment advisory services, where we help you make your own investment decisions.

In addition, experienced investors and institutional clients use our execution-only service, whereby you can benefit from our fully automated booking processes and fast settlement.

4. Implementing your customised solution

To implement your investment solution, we carefully construct the strategic and tactical asset allocation, building on the concept of diversification. Our experienced portfolio managers use a core/satellite approach, providing diversification by investing in various markets and in traditional and alternative asset classes.

Our independence from any larger financial institutions allows us to always offer you a transparent selection of the best products and strategies (open architecture with best-in-class products from third-party providers).

5. Continuous performance monitoring and adjustments

The advisory process does not end once your portfolio is set up. Markets are always evolving, and so too is your personal situation. That is why we place great significance on regularly checking your asset allocation and adjusting it if circumstances have changed.

With the help of a detailed performance reporting, your personal Valartis Bank relationship manager will assist you in the ongoing management of your solution.