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DirectoryFinance & InsuranceExternal Asset ManagementZugAlva Wealth GmbH
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Alva Wealth GmbH

Summary

About the company

Alva Wealth GmbH provides personalized investment management and wealth-planning services for high-net-worth individuals, including portfolio management, retirement and estate planning, credit-rating advisory, and dual-currency investment strategies.

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Offering

Products & services

Industry:External Asset Management
✓ Offered6
Wealth Management
Personalised investment management for affluent private individuals with portfolio management, retirement provision, estate planning and dual-currency-based investment strategies in NGN and USD.
Investment Advisory
Portfolio advisory for local and international markets with diversified investment opportunities, asset allocation and a long-term orientation toward growth and wealth preservation.
Retirement Planning
Individual retirement strategies with income stability, tax efficiency and coordinated asset allocation for financial security in retirement.
Estate Planning
Estate planning with wills, trusts and succession strategies for safeguarding assets, family protection and transfer of assets across generations.
Personalized Planning
Tailor-made financial strategies based on goals, risk profile and time horizon, with a data-driven roadmap for long-term financial planning.
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Location

Baarerstrasse 43
6300 Zug

At a glance

Legal form
Limited Liability Company
UID
CHE-148.953.235
Founded
2018 · 8 years
Last commercial register change
September 8, 2020
Employees
1 to 10

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