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Our Values

Trust, responsibility, investment concept

Our Values

Trust, responsibility, investment concept

01

Trust

For us, your trust is not only a valuable privilege, but also a fundamental obligation forming the basis of our corporate philosophy. We strive to meet the highest performance standards in our work and do always act with transparency and integrity.

We realise that trust has to be earned. That is why we do all we can to maintain this trust through consistent and reliable actions. Your satisfaction lies at the heart of what we do, because we see your trust as an obligation and incentive rolled into one.

02

Responsibility

As entrepreneurs, we are committed to thinking and acting responsibly with a focus on the long term. The shared knowledge and many years of experience of Belvalor’s partners and employees enable us to manage your wealth with the greatest care and responsibility.

Our commitment to you is more than ordinary – we go the extra mile. This promise is not a mere maxim, but a principle to which we commit anew every day.

03

Investment concept

Our expertise lies in the profit-oriented investing of the assets entrusted to us. We see ourselves as a competent, committed asset manager with a strong passion for the financial markets. Through our investment concept, we strive for an above-average return and offer a differentiated and attractive alternative to the competition.

Our independence is key to the capability to to make every investment and decision with deep conviction. Free from the influences of external shareholders or banks, this autonomy allows us to invest solely in companies that we fully support. As a result, every one of our actions and decisions is made in your best interest.

Our investment concept is based on quality taking centre stage in our investment decisions. We attribute great importance to convincing business models, strong leadership and financial solidity. That gives you and us peace of mind in the knowledge that the companies in which we invest are able to weather difficult market phases and can continue to grow.

What makes us special is our flexibility, which allows us to respond quickly to market changes. We are not bound by inflexible processes, structures and long decision-making paths. This ensures that even in turbulent times, we can act quickly and proactively to manage your wealth in the best way possible.

01

Trust

For us, your trust is not only a valuable privilege, but also a fundamental obligation forming the basis of our corporate philosophy. We strive to meet the highest performance standards in our work and do always act with transparency and integrity.

We realise that trust has to be earned. That is why we do all we can to maintain this trust through consistent and reliable actions. Your satisfaction lies at the heart of what we do, because we see your trust as an obligation and incentive rolled into one.

02

Responsibility

As entrepreneurs, we are committed to thinking and acting responsibly with a focus on the long term. The shared knowledge and many years of experience of Belvalor’s partners and employees enable us to manage your wealth with the greatest care and responsibility.

Our commitment to you is more than ordinary – we go the extra mile. This promise is not a mere maxim, but a principle to which we commit anew every day.

03

Investment concept

Our expertise lies in the profit-oriented investing of the assets entrusted to us. We see ourselves as a competent, committed asset manager with a strong passion for the financial markets. Through our investment concept, we strive for an above-average return and offer a differentiated and attractive alternative to the competition.

Our independence is key to the capability to to make every investment and decision with deep conviction. Free from the influences of external shareholders or banks, this autonomy allows us to invest solely in companies that we fully support. As a result, every one of our actions and decisions is made in your best interest.

Our investment concept is based on quality taking centre stage in our investment decisions. We attribute great importance to convincing business models, strong leadership and financial solidity. That gives you and us peace of mind in the knowledge that the companies in which we invest are able to weather difficult market phases and can continue to grow.

What makes us special is our flexibility, which allows us to respond quickly to market changes. We are not bound by inflexible processes, structures and long decision-making paths. This ensures that even in turbulent times, we can act quickly and proactively to manage your wealth in the best way possible.

What sets us apart

  • Individual asset management instead of a standard solution
  • Continuity instead of a changing relationship managers
  • Independent analysis instead of consensus thinking
  • Direct investments instead of product sales
  • A long-term perspective instead of year-end targets
  • A transparent fee instead of hidden costs
  • Disciplined investing instead of trading

What sets us apart

  • Individual asset management instead of a standard solution
  • Continuity instead of a changing relationship managers
  • Independent analysis instead of consensus thinking
  • Direct investments instead of product sales
  • A long-term perspective instead of year-end targets
  • A transparent fee instead of hidden costs
  • Disciplined investing instead of trading

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