Our Track Record • Excellence Since 2010 •Our Track Record • Excellence Since 2010 •Our Track Record • Excellence Since 2010 •Our Track Record • Excellence Since 2010 •
Exceptional Returns • Trusted Management •Exceptional Returns • Trusted Management •Exceptional Returns • Trusted Management •Exceptional Returns • Trusted Management •

Our Investment Philosophy

Disciplined strategies that drive exceptional results

Rigorous Research

Deep fundamental analysis and comprehensive due diligence on every investment opportunity

Risk Management

Sophisticated portfolio construction with careful attention to risk-adjusted returns

Long-Term Focus

Patient capital allocation focused on sustainable growth and compounding returns

Global Perspective

Diversified approach leveraging opportunities across global markets and asset classes

15+
Years Experience
€2.5B+
Assets Under Management
98%
Client Retention Rate
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Our Performance Metrics

Proven results that demonstrate our commitment to excellence in wealth management

Consistent Returns

12.3% avg. annual return

Above-market returns over the past decade with a focus on long-term wealth preservation.

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Risk Management

1.8 Sharpe Ratio

Superior risk-adjusted performance through sophisticated portfolio diversification strategies.

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Client Satisfaction

98% retention rate

Trusted by high-net-worth individuals worldwide with exceptional client retention.

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Assets Under Management

CHF 2.8B AUM

Continuous growth demonstrating confidence in our wealth management approach.

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Global Recognition

15+ industry awards

Award-winning services recognized by leading financial industry publications.

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Sustainable Investing

50% ESG allocation

Leading ESG integration with measurable positive impact alongside financial returns.

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Historical Performance

Consistent excellence across multiple time horizons

Since Inception 2010
+287%
Total Return
€2.5B+
Assets Managed
500+
Global Clients
5 Year Return
+14.2%
Annualized
vs Benchmark
10 Year Return
+12.3%
Annualized
vs Benchmark
98%
Client Retention
3.8%
Avg Outperformance
15+
Years Experience
AAA
Credit Rating

Experience Excellence in Wealth Management

Join successful investors who trust Le Valeur Management AG with their financial future