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Strategic Asset Advisory Services

Much more than asset advisory services

Valterna is your strong partner for all financial matters

A one-stop financial boutique: we act as your strategic sparring partner – also in matters that go beyond just investing. We function like a family office. We are your contact for all your financial questions – whether they are to do with succession issues, real estate and mortgages, participations and much more besides. As an independent, owner-managed financial boutique, we value having direct contact with the client and providing personal advice and draw on external and internal specialists as required.

At a glance:

  • Analysis and matching of the asset, currency and securities allocation across all your assets so that you can comfortably pursue your long-term financial goals while keeping risks under control.
  • Holistic asset advisory and planning services (bankable/non-bankable). We regularly provide you with a consolidated summary of all your liquid and illiquid assets. It gives you an instant overview of your asset situation, enabling you to make the right decisions, even with complex asset and participation structures.
  • Liquidity and financial planning, taking private market investments, real estate and other illiquid assets into consideration.
  • Advice on selecting one or more partner banks that are suitable for you and your needs. Thanks to our broad network, we know what conditions are available in the market. We pass on price advantages directly and unreservedly on to you.
  • Generation of individual financial and succession solutions for you and your family.
  • Pension fund analysis with an emphasis on asset structure and advice in the area of alternative investments.

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Our wealth experts can provide you with personalized advice.


Much more than traditional asset managementMuch more than traditional asset managementMuch more than traditional asset management