Your assets,
our focus

Wealth Management

An approach tailored to your preferences

Every investor is unique. Some prefer to manage their investments independently, while others seek guidance in the complex world of finance. Our offering adapts to your style, allowing you to choose the level of involvement you want.

Discretionary portfolio management

We create a bespoke portfolio in line with your objectives and values. Our proactive management is based on a deep understanding of the financial markets, allowing us to continually adjust our decisions to optimize the performance of your investments.

Investment Advisory

Whether you’re an independent investor or looking for expert advice, we offer a flexible and personalized service. You control your level of involvement, while we help you navigate the complex world of financial markets.

Why Choose Us

Working with our team gives you:

• A fresh, unbiased look at your investments
• Help understanding complex financial information
• Guidance to make smart decisions and grow your wealth

Tailor-made support

We support you throughout your investment journey, whether you need one-off advice or regular monitoring. Our aim is to provide you with the tools you need to optimize your investment strategy and achieve your financial goals.

Innovation and
technology

We integrate the latest technologies to offer modern and efficient investment solutions. Whether through AI or blockchain, we help you navigate the digital financial world.

These cutting-edge technologies are converging to create a revolutionary digital ecosystem. They promise more transparent, secure and personalized transactions.

Bitcoin and other cryptocurrencies are paving the way for new business models, empowering users financially and redefining digital monetary interactions.

The future promises to be rich in innovation, with more equitable decentralized financial platforms and payment services centered on users’ real needs.

Investment
approach

Valoram offers its clients the solutions best suited to their needs, including the selection of external financial products, free from any conflict of interest.

We work with our clients to define their investment strategies, in a discretionary or advisory role, considering their personal circumstances, such as their tax domicile or specific financial objectives.

We also place particular emphasis on understanding our clients’ sensitivities so that these are reflected in the structure of their portfolios.

Our experience enables us to integrate several dimensions into your investment philosophy, such as an ESG (Environment, Social and Governance) portfolio, ethical considerations for the exclusion of certain sectors or financial markets.

Custodian bank selection

We leverage our extensive banking knowledge to:

• Identify custodians that best match your requirements
• Highlight each bank’s unique strengths
• Guide you towards optimal choices for your financial goals

Your Decision, Our Support

Family office

In addition to our wealth management services, we also offer an extensive range of Family Office services, either directly or through our vast network of partners.

Valoram can also provide reports and dashboards showing consolidated asset allocation as well as the performance of the client’s entire wealth portfolio.

We are here to support you in a multitude of areas – whether you need administrative services, a delegated CIO, advice or support in Family Office management regarding governance, creation and management of companies or charitable foundations, or other specialized services. Valoram is here to assist you.

At Valoram, we go beyond simple wealth management. Our expertise stands out through special missions designed to optimize and secure your investments:

.

In-depth Performance and Risk Analysis

We meticulously scrutinize every aspect of your portfolio, identifying growth opportunities and areas of vulnerability. Our proactive approach allows you to anticipate market fluctuations and adjust your strategy accordingly.

Rigorous Cost Monitoring

We implement stringent cost management to ensure that every expense is justified and optimized. Through detailed analysis, we identify savings opportunities and ensure efficient resource allocation, thus maximizing the return on your investments.

Comprehensive Portfolio Audits

Our audits go far beyond a superficial examination. We dissect each component of your portfolio, evaluating its relevance, performance, and alignment with your long-term objectives. This thorough analysis allows us to recommend strategic adjustments to optimize your wealth.

At Valoram, we don’t just manage your wealth; we actively enhance it. Our tailored approach and special missions are designed to offer you complete peace of mind, knowing that every aspect of your investments is meticulously controlled and optimized.

Valoram SA
Rue François Bonivard 6
1201 Genève

+41 22 809 10 00

Your assets, our focus