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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,805 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichValère Consulting AG
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Valère Consulting AG

Summary

About the company

The core activity of Valère Consulting SA is wealth management for private individuals, trusts, non-profit foundations, as well as assets of occupational and private pension plans in Switzerland. The company offers individually tailored wealth management mandates, where the needs and goals of the clients are at the forefront. This includes the creation of investment strategies, the management of portfolios, and the execution of banking transactions on behalf of the clients.

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Wealth management mandates
Individually tailored wealth management mandates for affluent private clients, trusts and charitable foundations; actively managed, diversified portfolios with long-term value growth and active risk management.
Retirement planning strategies under Swiss law
Retirement planning strategies under Swiss law for pillar 3a, vested benefits (freizügigkeit) and pillar 1e; aligned to the personal situation and implemented in a suitable investment strategy.
Management of pooled assets
Management of pooled assets, or funds; includes the management of collective capital investments within the Investment Office and the investment process.
Philanthropic investment strategies
Investment strategies for foundations and local projects to implement philanthropic goals with a suitable investment of assets and the best possible impact.
Sustainable investment strategies
Investment strategies that integrate personal convictions as well as sustainability criteria such as the environment, social factors and corporate governance.
Press

Media

April 29, 2026Media
Valère Consulting stärkt sich personell und reorganisiert
finews.ch

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Location

Clausiusstrasse 50
8006 Zurich
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.600.770
Founded
2010 · 16 years
Last commercial register change
March 30, 2026
Employees
11 to 20

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