Our company briefly

Chartvalor strives to be the best choice as advisor for your assets and investments

Chartvalor AG has been operating as an independent asset manager in Zurich since 1997. We put our experience and knowledge at your disposal to provide you with truly independent advice for your assets. We are committed to the highest quality standards as we are subject to the Swiss Financial Market Supervisory Authority

Our independence, long-standing experience, and our continuous advisory track record over the last 20 years confirm the commitment to our long-term strategy.

Founded: 1997
23 employees
Share capital: CHF 700,000
Auditors: ASMA
Shareholders: fully owned by the partners
Supervision: Swiss Financial Market Supervisory Authority (FINMA) -please refer to www.finma.ch
Ombudsman’s Office: Ombudsman Financial Service Provider -please refer to www.ofdl.ch

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Chartvalor was founded on the following tenets:

As we are independent in the market, we have no corporate requirements to sell in-house products or meet rising sales objectives that are unrelated to client goals or best interests.

We can base our investment decisions on the sources of several financial institutions.

We can consider the personal requirements of our clients and do not have to invest according to a standardised strategy.