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Valoris Gestion SA

Summary

About the company

The core activity of Valoris Gestion SA is wealth and estate management, including the administration of assets and inheritances, as well as the provision of financial advisory services, including investment advice, asset management, asset planning and asset protection.

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Offering

Products & services

Industry:External Asset Management

✓ Offered3

Wealth management & administration

Independent wealth management and administration, with long-term safeguarding of the assets entrusted in line with defined strategies.

Wealth and financial advice

Advice to optimise the management and monitoring of assets, define the risk profile and develop an appropriate investment strategy.

Asset planning and protection

Tailored estate planning, asset protection, support for holding structures, trusts, family offices, foundations, wills, estate succession and business transfer.

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Valoris Gestion SA

About the company

Products & services

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Valoris Gestion SA

About the company

Products & services

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