Services
Wealth management in the areas
of Asset Management and Family Office
Asset Management
At Belvalor, we strongly believe that the individuality of each investor lays the foundation for successful asset management.
Through meticulous, individual and independent support, we ensure that the composition of the portfolio is aligned with personal preferences. That means your portfolio is much more than a standard solution – it is customised and specially designed to suit you.
We attach great importance to clear communication and provide regular portfolio updates. The fee agreed with you is the only income source of Belvalor.
You can find more information about our wealth concept here.
Asset Management
At Belvalor, we strongly believe that the individuality of each investor lays the foundation for successful asset management.
Through meticulous, individual and independent support, we ensure that the composition of the portfolio is aligned with personal preferences. That means your portfolio is much more than a standard solution – it is customised and specially designed to suit you.
We attach great importance to clear communication and provide regular portfolio updates. The fee agreed with you is the only income source of Belvalor.
You can find more information about our wealth concept here.
Family Office
As your Family Office, we are familiar with the complexity involved in managing substantial assets. Every fortune requires tailored and comprehensive attention. We support you with strategic long-term planning, liquidity management, evaluation of investment opportunities, support with financing requirements and the assumption of administrative monitoring duties.
A central pillar of our services is the consolidation of all your assets to provide you with a clear and comprehensive picture of your total wealth. Not only does this simplify decision-making, it also optimises performance tracking and potential adjustments in your investment strategy.
Family Office
As your Family Office, we are familiar with the complexity involved in managing substantial assets. Every fortune requires tailored and comprehensive attention. We support you with strategic long-term planning, liquidity management, evaluation of investment opportunities, support with financing requirements and the assumption of administrative monitoring duties.
A central pillar of our services is the consolidation of all your assets to provide you with a clear and comprehensive picture of your total wealth. Not only does this simplify decision-making, it also optimises performance tracking and potential adjustments in your investment strategy.
