Integrity
We uphold the highest standards of honesty and transparency in all our client relationships and business practices. Your trust is our foundation.
About Le Valeur Management AG
Since our founding, we have been committed to providing exceptional wealth management services with integrity, expertise, and a personal touch.
Excellence
Our commitment to continuous improvement and expert knowledge ensures superior wealth management outcomes. We deliver nothing less than the best.
Trust
Building lasting relationships based on confidence, discretion, and personalized service is at the heart of what we do. Your success is our priority.
Awards & Recognition
Our commitment to excellence has been recognized by leading industry organizations worldwide
FEATURED
Best Wealth Manager Switzerland 2023
Recognized for outstanding client service and innovative portfolio management strategies
Global Finance Magazine
Top 10
Independent Wealth Managers in DACH Region
2022-2023
Excellence in ESG Investing
Sustainable Finance Awards 2023
FINMA Certified
A+
Client Satisfaction Rating
Independent Audit 2023
98%
ISO 27001
Certified Security
15+
Years of Excellence
Serving High Net Worth Clients
FINMA
Regulated
€5B+
Assets Under Management
Growing Steadily
Our Journey of Excellence
Decades of trust, expertise, and commitment to exceptional wealth management.
2020-Present
2020-Present
Expanded our digital wealth management platform and introduced cutting-edge AI-driven portfolio optimization tools for our clients worldwide.
2015-2019
2015-2019
Achieved significant milestones in sustainable investment strategies and ESG-focused portfolios, managing over CHF 5 billion in assets.
Opened new offices in Zurich and Geneva, expanding our reach and establishing Le Valeur Management AG as a leading independent wealth manager in Switzerland.
2010-2014
2010-2014
Major achievements in our foundation years:
✓ Established Le Valeur Management AG
✓ Secured FINMA licensing and regulatory approval
✓ Built core team of experienced wealth advisors
✓ Launched discretionary portfolio management services
✓ Reached CHF 1 billion in assets under management