Valterna – much more than traditional wealth management
Valterna – much more than traditional wealth management
Individual needs – a common goal
Wealth management is a person-to-person affair. It’s a question of trust, relationships and a common goal.
Our clients’ trust is our greatest commitment. That’s why we do what we do with the utmost diligence, due deliberation and conviction, striving for long-term success for our clients. Our tools are our proximity to clients and markets, years of experience coupled with comprehensive expertise, and last, but by no means least, our enthusiasm for our work.
Wealth management
Leave the management of your assets to us to achieve your financial goals – so you have more time for the important things in life. We can provide you with personalized advice and develop a customized investment strategy that suits your situation. Our direct access to the private market opens up another whole world of investment and diversification opportunities to you.
Investment advisory
With our investment advisory service, you make your own investment decisions, but benefit from our wealth of experience and our preferential access to professional investment solutions. You determine yourself the scope and depth of the advice you wish to receive.
Strategic asset advisory services
Are you looking for a competent partner to guide you in financial matters that go beyond just investing? We draw on our years of experience in the financial sector, our network of qualified specialists and open-architecture access to financial instruments to advise you comprehensively. Whether you are interested in a strategic and risk analysis of your overall situation or in succession planning, real estate and mortgages, participations and much more.
Real estate services
Whether you are interested in real estate financing, mortgage management or general real estate services: we are happy to provide you with support as an independent, client-oriented partner. Thanks to our broad network, we ensure that we always find you the best offer and you benefit from price advantages.
Our Values
Valterna embodies the traditional Swiss values of stability, security, innovation and professionalism. Our service offering goes beyond traditional asset management. We provide close personal support to you – whether you are a private individual or an institution – along with individual, competent advice..
We nurture long-term relationships and value complete transparency most highly. Your needs are what matter to us. As an independent, owner-managed financial boutique, we are always there for you. The better alternative for all matters relating to your assets.
We look forward to hearing from you.