Valterna is one of the largest independent asset managers in Switzerland. Our independence brings many advantages to you as the client:

• A holistic advisory and support approach that goes way beyond just investment topics (e.g. succession planning, pension provision, real estate, mortgages, participations).
• Individual, customized solutions tailored precisely to your wishes and needs.
• Our thinking and our actions are always client-oriented. Which is why our recommendations and decisions are based only on investments and providers that promise to provide the most benefit and actual added value for our clients.
• We pass on price advantages directly and unreservedly.
• We communicate openly and fairly, as ensuring transparency is a top priority for us. You are kept informed about your investments, the current performance and the running costs through our own clear, concise asset reporting. By the way, there are no hidden costs.
• Variable implementation options – through full mandates (multi-asset-class approach) or specific partial mandates for individual asset classes. You determine the scope of services, which we then implement for you. Thanks to open architecture access to bank selection and financial products (best-in-class approach), we can offer you maximum flexibility when investing your assets.