Founded in 2021, Valoram SA is an investment company led by Xavier Barnet and Nicolas Kostka.
As part of its portfolio management activities, Valoram is subject to prudential supervision by So-FIT in Switzerland and is authorized by FINMA.
Valoram is a leading Swiss wealth management firm based in Geneva
Valoram serving UHNW families, multi-family offices and institutional clients.
In partnership with top Swiss banks, Valoram enhances and integrates clients’ existing banking relationships into a comprehensive and consolidated wealth management approach that mitigates risk and optimizes performance.
Our Mission
Our services and product offering are objectively and independently selected to provide the best and most tailored solutions to preserve, grow and pass on your wealth to future generations.
Our investment philosophy is rooted in a rigorous, proven approach that meticulously balances profit potential with risk tolerance, allowing us to craft individualized strategies that resonate with each client’s distinct financial aspirations.
Valoram offers a global range of wealth management services, from discretionary portfolio management to investment advice, including a responsible and sustainable approach (SRI). We adapt to the specific needs of each client, offering customized solutions to optimize and protect their wealth. Our expertise also extends to the selection of custodian banks and a Family Office offering, ensuring comprehensive, tailor-made management.
Valoram
Rue François Bonivard 6
1201 Genève
+41 22 809 10 00
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