Asset management & investment advisory—
Chartvalor AG is an independent Swiss wealth‑management partnership on Tessinerplatz in Zürich‑Enge. Asset management and investment advisory are our single discipline — practised with the patience of a house that has known its clients for more than a generation.
Three measures we are known by.
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i.
Trust
A long, partner‑led relationship — not a product pitch. We work with our clients over many years, guided by a spirit of partnership and absolute discretion.
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ii.
Experience
Many decades of practical experience in management and finance sit at every desk. Continuity of judgement is a rare commodity — we have made it the foundation of the house.
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iii.
Security
Each mandate is tailored to the client’s own risk profile, with the explicit aim to preserve capital and let it grow steadily over the long run.
Five mandates, one discipline.
Asset management and investment advisory are our main focus. We apply careful diversification and a best‑in‑class selection — without being tied to any single bank and its house products.
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01
Asset Management Mandate
Delegate day‑to‑day investment decisions to a dedicated partner. Within a risk strategy agreed with you, the portfolio is built and stewarded on your behalf, with regular personal reviews.
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02
Advisory Mandate
You keep the final decision. We provide a regular review against your risk profile, carefully considered recommendations, and a running dialogue on markets and opportunities.
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03
Portfolio Consolidation
A consolidated view of assets held across multiple banks — so that holistic decisions can be made and risks identified early, across the whole of the estate.
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04
Portfolio Analysis & Second Opinion
A non‑binding, independent review of an existing portfolio — checking risk profile fit, diversification, complexity and structure against sound practice.
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05
Additional Services
Family‑office adjacencies — tax and legal, estate planning, alternative investments, financing, real estate and philanthropy — delivered with a trusted network of specialists.
CV Strategiefonds — defensive, benchmark‑independent.
A Swiss‑domiciled, accumulating strategy fund in the defensive mixed‑fund category. Managed without reference to a benchmark and judged on outcomes, not on tracking.
Highest Lipper Leaders score achieved — across the defensive mixed‑fund peer group.
Three‑year cumulative return, CHF share class.
Highest three‑year return among approximately 280 peer funds distributed in Switzerland.