Valterna – your independent Swiss financial boutique.
We have a deep interest in markets. But an even greater interest in what they mean for you. Because wealth is as individual as the people behind it. Markets can be analysed. People need to be understood. That is why we listen closely, contribute our experience and expertise, and challenge even established thinking. What drives us? A genuine passion for what we do. So that good decisions lead to lasting success.
Our tailored offer for private and institutional clients.
You live your life. We keep an eye on your wealth. Together with you, we develop an investment strategy that reflects your life, your goals and your risk appetite. That is when our real work begins. We analyse, assess and act when it makes sense – not simply because short-term market movements suggest we should. We take care of everything that needs to be done. So you can focus on what matters to you. Financial markets change every day. Good strategies don’t.
Wealth management
You decide. We broaden the perspective. Good investment advice should not make decisions for you. It should help you make better ones. We don’t provide forecasts; we provide perspectives. Through independent analysis, many years of experience and investment ideas selected specifically for you. So you can make your investment decisions with confidence – with our expertise at your side. Convictions matter. Knowing when to question them matters even more.
Investment advisory
Good decisions begin with the right questions. And sometimes with a change of perspective. We listen and seek to understand what truly matters to you. Our strategic dialogue goes beyond wealth to consider what lies behind it: your goals, your family, your business or the next generation. This is how we create financial solutions that extend well beyond your next investment decision. Let’s talk.
Strategic asset advisory services
You bring the challenges. We bring the right connections. We don’t solve every challenge ourselves. But we know the right people to provide additional support on complex financial matters – people we know and trust. Over many years, we have built a network that extends far beyond wealth management. Whether succession, real estate, fiduciary services, taxes, insurance or other specialist matters, we connect you with the right experts, entrepreneurs and partners. You rarely meet the right people by chance.
Network Services
Getting to know you
You talk. We listen.
Before discussing strategies and investments, we want to understand what matters to you. Your goals, your experiences and what you want your wealth to achieve. Because the better we know you, the better we can support you.
Good advice doesn’t begin with an answer. It begins with genuinely listening.
Developing the strategy
You know your destination. We develop the path.
Together, we develop your personal investment strategy. It provides direction, creates clarity and lays the foundation for successful long-term decisions.
A good strategy doesn’t show you every step. But it always shows you the direction.
Implementing
You set the direction. We implement it consistently.
Every investment follows your personal strategy. Clearly structured, transparent and always aligned with your interests.
A good strategy proves its value in the execution.
Supporting
You know us. And we know you.
Continuity and regular dialogue are the foundation of the personal support we provide. We continuously review, optimise and develop your wealth strategy.
A good relationship isn’t defined by the first conversation, but by the tenth.
Growing
A business is sold. Your family grows. Retirement draws closer. Or new opportunities arise. Together, we adapt your strategy whenever life takes a new direction.
Not everything can be planned. But much of it can be navigated well.
Your wealth accompanies you throughout your life. So do we.
Our responsibility therefore does not end with your investment strategy. We support you over many years, think ahead and remain open to new developments – both in the markets and in your life. And when it makes sense, we connect you with people we trust ourselves.
Earning your trust. Every day.
We see the bigger picture
We never consider your wealth in isolation, but always in the context of succession, retirement planning, real estate, mortgages and business interests. Many connections only become visible when you broaden the perspective.
Every strategy begins with you
Your goals, your circumstances and your convictions are the starting point for solutions designed around you – not the other way around.
Independent, because it’s about you
Our recommendations are guided solely by your interests – not by contractual obligations or financial incentives. Full transparency.
News 2 & Know-How 7
06.07.2026
Illusion of Diversification
Index funds and ETFs have democratised investing. With a single, low-cost investment vehicle, investors can gain exposure to an entire...
04.05.2026
Setting sail for new shores in Lucerne!
We are delighted to announce that Valterna AG will be relocating its headquarters to Lucerne. After careful strategic consideration, we...
02.04.2026
Energy in Transition
The recent military escalation in the Middle East has once again exposed the vulnerability of global supply chains. The Covid crisis and...