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Valoram SA

Summary

About the company

The core activity of Valoram is the provision of services in the areas of wealth management, family office and advisory.

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Offering

Products & services

Industry:External Asset Management

✓ Offered7

Discretionary wealth management

Tailor-made portfolio management based on the client’s objectives and values, with proactive management and continuous adjustment of investment decisions.

Investment advisory

Personalized advisory service for self-directed or accompanied investors, with flexible support, ad hoc or regular follow-up, and help with decision-making.

Family Office

Family Office services including administrative support, delegated CIO, governance, creation and management of companies or charitable foundations, and other specialized services.

Selection of custodian bank

Selection and introduction to suitable custodian banks tailored to the client’s needs, based on their respective strengths and the financial objectives pursued.

Performance and risk analysis

In-depth analysis of the portfolio to identify growth opportunities, vulnerabilities, and possible adjustments in response to market fluctuations.

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Valoram SA

About the company

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Valoram SA

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