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DirectoryFinance & InsuranceExternal Asset ManagementSionValcoris & Partners - Gestion de Patrimoine SA
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Valcoris & Partners - Gestion de Patrimoine SA

Summary

About the company

Valcoris & Partners - Gestion de Patrimoine SA provides wealth management, fiduciary and family office services. The firm advises private and professional clients at national and international levels and delivers personalized advisory and support.

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Products & services

Industry:External Asset Management
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Wealth and asset management
Personalised and dynamic wealth and asset management, with diversification of investments, independent professional management and risk control.
Investment advice
Comprehensive investment advice, with rigorous selection and analysis of financial instruments and direct access to financial and stock-market information.
Estate planning advice
Estate planning advice related to wealth management, as part of the client’s and family’s financial and wealth-related support.
Tax advice for investments
Tax advice for investments, integrated into the monitoring of investments and the optimisation of wealth management.
Asset protection
Asset protection in the context of portfolio management, with cooperation with the custodian bank and securing assets at the bank.

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Location

Rue du Vieux-Moulin 39
1951 Sion

At a glance

Legal form
Corporation
UID
CHE-110.474.239
Founded
2004 · 22 years
Last commercial register change
May 3, 2024
Employees
21 to 50

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