Asset Management

We man­age your assets on the basis of a man­date. After a thor­ough analy­sis of your over­all wealth, we agree on an invest­ment objec­tive reflect­ing your risk appetite and tol­er­ance as the basis for for­mu­lat­ing your indi­vid­ual invest­ment strat­e­gy. Our indi­vid­ual client port­fo­lios pri­mar­i­ly con­sist of equi­ties and bonds from sol­id com­pa­nies with attrac­tive val­u­a­tions. We man­age man­dates dynam­i­cal­ly in line with our view of the mar­kets, deploy­ing hedg­ing and return-enhanc­ing instru­ments as appro­pri­ate.

You decide how often you want to dis­cuss the per­for­mance of your port­fo­lio.

Thanks to our exper­tise in equi­ties, we can also offer man­dates focus­ing exclu­sive­ly on Swiss and Euro­pean stocks.

Cost Structure

Bel­val­or AG prides itself on its high­ly trans­par­ent report­ing. We dis­close all the costs. These are the only remu­ner­a­tion Bel­val­or receives; trail­er fees from out­side providers are passed on to our clients. For cost rea­sons we favor direct invest­ments in equi­ties and bonds.

The client pays Bel­val­or for its ser­vices by way of an asset man­age­ment fee. In addi­tion, the cus­to­di­an bank charges a reduced ser­vice fee for account/securities man­age­ment and set­tling trans­ac­tions.

Belvalor’s asset
management fee

As remu­ner­a­tion for our wealth man­age­ment ser­vices, Bel­val­or charges a fee cal­cu­lat­ed on the basis of an agreed per­cent­age of the assets under man­age­ment. Clients can choose a fixed fee or a com­bi­na­tion of fixed and per­for­mance-based fee.

Custodian bank’s
service fee:

The cus­to­di­an bank charges a reduced ser­vice fee for account/securities man­age­ment and set­tling trans­ac­tions. We have the mar­ket knowl­edge to assess the ser­vices of cus­to­di­an banks impar­tial­ly and nego­ti­ate attrac­tive terms on your behalf. We ben­e­fit from estab­lished rela­tion­ships with lead­ing cus­to­di­an banks with inter­est­ing pric­ing mod­els for asset man­age­ment clients. Depend­ing on the cus­to­di­an bank, clients may be able to opt for a flat fee with­out trans­ac­tion costs.

Family Office Services

All our clients receive full indi­vid­ual guid­ance and sup­port, with their own per­son­al con­tact for all mat­ters relat­ed to the man­age­ment of their wealth.

We are there to assist with every­thing from long-term wealth plan­ning and cash man­age­ment to tak­ing care of mon­i­tor­ing and admin­is­tra­tion on your behalf. When we devel­op and imple­ment your strat­e­gy we focus on your tar­get returns, the tax impli­ca­tions, and your per­son­al needs and require­ments. We also have the in-depth know-how and expe­ri­ence to help in areas such as legal affairs, real estate, and oth­er finan­cial mat­ters.

What­ev­er your require­ments, our in-house experts and exter­nal spe­cial­ists will work to make sure your strat­e­gy is ide­al­ly tai­lored to meet them.