Objectives

As a boutique financial services firm, we aim to provide top-tier asset management and investment advisory services to a manageable number of private clients with whom we maintain long-term relationships.

Chartvalor AG is directly subject to the regulations of the Swiss Financial Market Supervisory Authority (FINMA) with regard to the Anti-Money Laundering Act and compliance. Chartvalor AG undertakes to comply with professional and high-quality business ethics in the performance of its activities. In addition, Chartvalor AG is affiliated with the ombudsman’s office “Ombudsstelle Finanzdienstleister (OFD)”. Our goal is long-term success. Therefore, in addition to customized and personal advice, the principles of security, quality and diversification are particularly important to us.

As an independent asset manager, we are not tied to a single bank and its products. We can therefore select from the entire investment spectrum according to the best-in-class approach.

As a financial boutique with FINMA subordination, we also want to be an attractive and reliable employer for our employees. We offer both current and future partners not only sufficient space for their professional activities, but also a highly professional platform and a business model that takes into account the increased strategic challenges.