Skip to content

Vision and Values

Our Vision

As a unique financial services provider, we inspire people.

Our Mission

We optimize the financial well-being of our clients through individual investment solutions, excellence in holistic advice and continuity of service.

Our concept of a successful cooperation

As an independent asset manager, we offer you objective and unbiased advice that focuses specifically on your individual needs and preferences. Our open-architecture approach regarding the choice of banks and financial products (best-in-class approach) provides the highest level of flexibility when it comes to managing your assets. Thanks to our “single point of entry” concept, you can be sure that your dedicated contact person will handle all your concerns promptly and in a solution-oriented manner.

Your advantages at a glance:

Transparent and straightforward fees
Our fees are clearly and transparently calculated and displayed.

No proprietary products
With no in-house products, we are free of conflicts of interest and hidden costs.

Our retrocessions policy
Retrocessions are fully passed on to our clients since our founding.

Net performance
We present actual net performance after deduction of all fees.

Favorable partner conditions
Very competitive bank fees thanks to selected partnerships.

Private market investments
Preferred access to private market investments, lower minimum investments, cost advantages.

Download pdf

Our thinking and our actions at Valterna are guided by three deeply held values that drive us to achieve long-term success for our clients and our company. And this with the aim of being perceived in the market as a qualitatively outstanding financial boutique and top performer.

Partnership:

  1. We pursue the complete service concept with an absolute client focus. The client experience is at the heart of everything we do. With this in mind, we are glad to go the extra mile to give our clients the best service possible.
  2. We create added value and act independently and free of conflicts of interest.
  3. We create trust by communicating openly, honestly and at eye level with our clients.
  4. We are role models and therefore act professionally and responsibly at all times. We do what we do with conviction and pride.

Foresight:

  1. We enter into long-term relationships, both with clients and employees. We want to grow and celebrate success together. Strong client and employee loyalty is our commitment.
  2. We have a positive inner attitude – motivated, determined and success-oriented.
  3. We are first and foremost entrepreneurs with vision. Therefore, we always think two steps ahead for our clients and distinguish ourselves through our strong commitment and proactivity.

Modern:

  1. We constantly strive for improvement and are open to change. As a company, we take responsibility for our clients, our employees and the environment. Exchange of experiences, a strong propensity for change and lifelong learning create sustainable conditions to also make us a sought-after partner for generations to come.
  2. We offer much more than traditional financial services, exploring also the current issues that face us.
  3. We have a flat hierarchy and short decision-making paths, rendering us fast and agile.

We create values.We create values.We create values.