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crafting value.

As an independent Swiss asset manager, we develop solutions for a sustainable wealth creation according to your wishes and values – carefully executed craftsmanship from our bespoke workshop.  

Valère Consulting Vermögensverwaltung Zürich

OUR VALUES

open

Open discussions create trust. We listen, ask you questions then understand. We then work out solutions that suit your needs and requirements, possibilities, objectives and personal preferences. 

sustainable

We think beyond today. Our investment philosophy and all our services are geared towards a long-term solution, as is the generational mix of our company. 

independent

We exclusively represent the interests of our clients. That’s why we work independently from banks and their products. And, of course, we do not accept retrocessions. 

binding 

We consider ourselves to be shakers and movers. Entrepreneurs acting in partnership with you and with foresight, we shall support you in realising your ambitions throughout all phases of your life. 

OUR TEAM

The Team – Our Generational Mix

Tristan Bregy Valère Consulting SA

Tristan Bregy

Partner

Silke Kluyken Pfammtter Valère Consulting

Silke Kluyken Pfammatter

Partner

Pierre-André Gailland Valère Consulting

Pierre-André Gailland

Partner

Hans Hollenweger Valère Consulting

Hans Hollenweger

Partner

Valère Consulting Vermögensverwaltung Zürich

«Opportunity is missed by most people because it is dressed in overalls and looks like work.»

Thomas Edison

OUR INVESTMENT PROCESS

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Macro Analysis

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Fundamental Analysis

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Quantitative Analysis

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