Löwenstrasse 3, 8001 Zurich
Minimum amount of investment : USD 1,000,000
“Creating true added value for our clients.”
Avalor Investment AG is one of the leading independent wealth managers in Switzerland. We offer a comprehensive range of services in the areas of investment management, consolidation/reporting and counseling to individuals and families.
Avalor Investment is licensed by FINMA, the Swiss Financial Markets Supervisory Authority.
I am your partner at Avalor, specialized in serving clients with U.S. ties.
Before joining Avalor, I worked within the segregated company of Vontobel responsible for U.S. clients and also within the wealth management division of Bank Vontobel AG.
Prior to that, I was with the Credit Suisse Asset Management and Private Banking division domiciled in Zurich and Singapore.
I completed my commercial apprenticeship with SAM Sustainable Asset Management, later RobecoSAM.
I also hold a Federal Diploma as a Certified Financial Planner and I have completed a higher education as a Certified Financial Advisor.
Avalor Investment is one of Citywire Switzerland's Top 50 Independent Asset Managers 2022