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DirectoryFinance & InsuranceExternal Asset ManagementMontreuxBruno Walter Finance SA
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Bruno Walter Finance SA

Summary

About the company

Bruno Walter Finance SA provides wealth management services including portfolio analysis, discretionary portfolio management and customised investment mandates. The firm also manages investment funds and offers family-office services, administrative support and asset consolidation, and is regulated by FINMA and a member of ASG VSV.

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Products & services

Industry:External Asset Management
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Funds & Investment Companies
✓ Offered3
Independent wealth management
Portfolio and wealth management with a top-down approach, customised mandates according to the client’s profile and risk, monitoring of securities and asset allocation.
Investment funds
Two investment funds designed to adapt allocation to volatile markets and complement asset allocation with strategies linked to technology, resilience and ESG opportunities.
Family office
Administrative support, consolidation of assets and access to a network of experts for affluent clients.

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Location

Avenue de Belmont 33
1820 Montreux

At a glance

Legal form
Corporation
UID
CHE-112.324.390
Founded
2005 · 21 years
Last commercial register change
July 26, 2024
Employees
1 to 10

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