top of page


We specialize in individually tailored asset-management mandates for private individuals, trusts, charitable foundations, and occupational and private pension assets in Switzerland.


Together with you, we carefully compile the individually appropriate risk/return profile for your investment strategy. Here, the focus is on an analysis of needs regarding your financial possibilities and goals – for instance, asset accumulation, value retention, family and retirement provision. Of course, we shall take into account your personal preferences. 


Along with the conferring of the asset-management mandate, we shall determine a suitable investment strategy on the basis of your needs and possibilities. With the limited management mandate at your custodian bank, we are able to manage the portfolio on your behalf. We also negotiate any bank conditions for you. 


Subsequently, we shall regularly report to you in person on the development of the investments and our assessment of the financial markets.  


Everything begins with meeting you in person. We look forward to getting to know you. 

Valère Consulting Vermögensverwaltung Zürich


The Team – Our Generational Mix

Tristan Bregy Valère Consulting

Tristan Bregy


Silke Kluyken Pfammatter Valère Consulting

Silke Kluyken



Pierre-André Gailland Valère Consulting

Pierre-André Gailland


Hans Hollenweger

Hans Hollenweger


Jürg Gabathuler Valère Consulting

Jürg Gabathuler

Management Office,

gabapm GmbH


Shirin Gabathuler

Innovation and Project Manager

Nils Pfammatter Valère Consulting SA

Nils Pfammatter


Asset Management

PDH portrait.jpg

Paul Heber

non-executive Member Investment Committee


Isabelle Ledergerber

Compliance & Risk Officer SwissComply AG

Roger Fritz Valère Consulting SA

Roger W. Fritz

Associate Partner

HST Porträt

Henry Stalder

Chief Investment


Regula Baumberger Valère Consulting

Regula Baumberger

Office Manager

Sandra Scheidegger Valère Consulting

Sandra Scheidegger

Office Manager

Valère Consulting Vermögensverwaltung Zürich
bottom of page