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DirectoryFinance & InsuranceExternal Asset ManagementZurichCHARTVALOR AG
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CHARTVALOR AG

Summary

About the company

The company's core activity is wealth management and investment consulting. The company offers specific services such as wealth management mandates, consulting mandates, portfolio consolidations, portfolio analysis and second opinions to support customers in managing and growing their assets.

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Products & services

Industry:External Asset ManagementFiduciary Offices
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Asset Management Mandate
Delegated wealth management with ongoing portfolio administration, implementation of the investment strategy, a systematic investment process and regular personal discussions of the strategy.
Advisory Mandate
Investment advisory with regular monitoring of the portfolio, information on market developments and specific investment proposals when investment decisions are made independently.
Portfolio Consolidations
Consolidation of multiple bank and portfolio relationships into an overall view of all assets for comprehensive planning and early risk detection.
Portfolio Analysis and Second Opinion
Non-binding analysis of existing portfolios with assessment according to risk profile, needs and objectives, as well as indications regarding diversification, complexity and a best-in-class approach.
Additional Services
Family office services, tax returns and tax questions, legal matters, alternative investments, succession and pension planning arrangements, pre-arrangement of financing, real estate mandates and real estate administration, foundations and philanthropy.
Strategy Fund (Chartvalor SmartAlpha Fonds)
Actively managed strategy fund with broadly internationally diversified investment in equities, bonds, money market instruments, as well as selectively real estate funds, alternative investments and derivatives.
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Location

Tessinerplatz 7
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-103.580.184
Founded
1997 · 29 years
Last commercial register change
September 9, 2025
Employees
21 to 50

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