Personalised Investment Advisory

If you would like to make your own investment decisions, we are the right partner for you. The experienced relationship managers at Valartis Bank Switzerland have in-depth knowledge of the markets and investment instruments. In addition, they can call on a wide international network of experts to provide you with impartial advice in making your investment decisions.

We will be pleased to check your portfolio for risks, create a detailed financial plan and asset simulations or simply keep you up-to-date on what is happening on the markets.

Our advisory services at a glance

• Strategic wealth management advisory: How can my long-term wealth management goals be achieved?
• Advice in selecting investment instruments: Are there more innovative or better-suited investment vehicles?
• Investment recommendations: Which investments are worth investing in?
• Analysis and consolidation of portfolios: Are there any hidden risks?
• Reporting: How has my investment portfolio performed compared with the benchmark?

For experienced investors and institutional clients we also offer execution-only services, whereby you can benefit from our fully automated booking processes and fast settlement.

Capitalise on our risk-appropriate and independent advice

We take the time to get to know your specific needs and goals. Personalised client service is our highest priority. We will discuss your investment objectives and your personal risk/return profile with you at discussions on a one-to-one basis.
Our proven advisory process in detail

Our experienced specialists will identify attractive investment opportunities based on your individual investment strategy. Because we are independent of any large financial institution and therefore have no restrictions in the selection of products, we can determine the right investment instruments for you from the very best on the market.

We not only show you the opportunities but also clearly point out the risks involved. After all, our philosophy is that the preservation of your capital comes ahead of seeking out the highest possible return.
Our private banking philosophy and values

We provide you with detailed statements and reports on the basis of your requirements so that you can stay continuously informed of the performance of your strategic and tactical asset allocation.

Contact us for further information

We will be pleased to show you, in a one-to-one meeting with no obligation on your part, how we can provide you with professional support in your investment decisions.

By the way, if you would like to leave the investment decisions and the daily management of your investment portfolio to an expert, we are the right partner for you, too. Our well-versed investment specialists have many years experience in performance-oriented portfolio management.
More about our portfolio management services