Valartis Bank AG

Description

Valartis Bank AG provides private banking services for wealthy private clients, entrepreneurs, family offices, and institutional clients in Switzerland, Mid-Europe, the Russian Federation, and the economically upcoming countries of Eastern Europe, the Middle East, and the selected countries in South America. It offers wealth management solutions; portfolio advisory services for acquisitions and divestments, disposals, mergers, initial public offerings, and private placements; and personalized investment advisory solutions, such as strategic allocation guidance, advice in selecting investment instruments, investment recommendations and proposals, investment suitability checks, portfolio analysis and consolidation, and reporting. The company also provides discretionary portfolio management solutions; and holistic financial planning solutions, such as financial planning and wealth management, retirement and cross-generational planning, family foundations and trusts, tax planning, financial relocation, escrow services, Lombard loans, storage of physical precious metals, and philanthropy support. In addition, Valartis Bank AG offers specialized investment solutions, such as niche investment funds in equities, fixed income, and real estate; access to private equity and real estate investments; and private-label fund solutions. Further, it provides structured finance services; and services for family offices and independent asset managers, such as asset management, legal and tax optimization, succession planning/capital preservation across generations, access to investment solutions, custody, capital raising for expansion, and restructuring of the business. The company, formerly known as Valartis Bank AG, was founded in 1988 and is based in Zurich, Switzerland. As of August 29, 2014, Valartis Bank AG operates as a subsidiary of Banque Cramer & Cie SA.

Tags:

Banking Finance Company, Equity Bank, Real Estate Banking, Credit Card Loans, Capital Bank