The core activity of Valterna AG is wealth management, investment consulting and real estate services for private individuals and institutions. They offer individual and competent support in achieving financial goals, wealth management, real estate financing, mortgage management and other financial services.
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Industry:External Asset Management
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Individual asset management with a tailored investment strategy, ongoing portfolio monitoring, transparent reporting and access to both traditional and private market investments.
Investment advisory
Individual investment advisory with investment decisions made by the client, personal consulting, market and investment ideas, ongoing portfolio monitoring and access to professional investment solutions.
Strategic dialogue
Comprehensive wealth advice beyond investment matters, including strategy and risk analysis, succession topics, real estate and mortgages, equity interests, as well as liquidity and financial planning.
Real estate services
Real estate financing, mortgage administration and real estate consulting with support for buying and selling, initial letting, as well as conversions and renovations.
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