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DirectoryFinance & InsuranceExternal Asset ManagementLausannePROSPECTIVE VALLEY SA
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PROSPECTIVE VALLEY SA

Summary

About the company

The core activity of Prospective Valley SA is wealth management (Gestion de Fortune) and investment consulting, particularly the development and implementation of investment strategies for private clients and institutional investors. The company offers individually tailored investment products and solutions based on a combination of traditional investment instruments and modern analytical methods.

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Industry:External Asset Management
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3
Discretionary wealth management
Discretionary portfolio management with proprietary investment process, economic analysis and risk management; solutions in CHF, EUR and USD, with conservative, balanced and dynamic profiles.
PV Dynamic Equity Strategy
Dynamic investment strategy with the portfolio exposed between 51% and 100% to the US, Eurozone, United Kingdom and Switzerland equity markets depending on the economic and financial situation.
Investment advice
Investment advice for the LUKB Certificat Tracker Activement Géré on PV Dynamic Equity Basket, with PROSPECTIVE VALLEY SA acting as Investment Advisor.
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Location

Chemin de Beau-Rivage 5
1006 Lausanne

At a glance

Legal form
Corporation
UID
CHE-338.822.526
Founded
2022 · 4 years
Last commercial register change
November 7, 2022
Employees
1 to 10

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