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An objective, independent and tailormade advice

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Valcoris Wealth Management​

Valcoris Gestion is a Swiss wealth and asset management company created in December 2003 and member of the A.R.I.F (Association Romande des Intermédiaires Financiers, the Swiss Francophone Association of Financial Intermediaries, a body that is self-regulated within the Swiss Money Laundering Law (LBA) of 10/10/1997).

Ever since its creation, Valcoris Gestion has had a philosophy of investing in a personalized and dynamic way by maximizing performances while controlling risk. This is possible thanks to professional management, diversification of investments and complete independence from any financial organization.  ​The company’s directors bring their financial experiences they have acquired in Belgium, Luxembourg and Switzerland since 1989. 
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Valcoris Gestion is recognized for its asset management by depositary banks on a regional, national and international level, with whom we work based on a three-part agreement. The depositary bank is the client’s safe. This is where the client deposits their portfolio, also securing their assets within the bank. 
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Our fees are established based on a minimum percentage and on the performance of the investments: if you make a profit, so do we. 

The business relationship is established on mutual respect and confidentiality from the very first contact. 
Philosophy​
  • Personalised investment
  • Understanding the risk
  • Maximising performance
  • Strengthening management
This happens thanks to:
  • Professional management, independent from all financial bodies 
  • Diversified investments 
  • An in-depth knowledge of the individual needs of each client 
  • Regular, personal contact and a close relationship of trust with the client and their family 
  • Direct access to financial and stock-market information
  • Rigorous selection and analysis of financial instruments 
Services 
  • Wealth and asset management
  • Asset insurance
  • Comprehensive investment advice
  • Inheritance advice
  • Fiscal advice in terms of investments​
Rue du Vieux Moulin 39
CP1432
1951 Sion – Suisse
Tél +41 (0) 27 322 45 54
Fax +41 (0) 27 322 45 53
Natel +41 (0) 76 59 63 216
Email: contact@valcoris.ch
  • Accueil
  • Home
  • Nos prestations
    • Valcoris Gestion
    • Valcoris Fiduciaire
    • Valcoris Family
  • Our services
    • Valcoris Wealth Management
    • Valcoris Fiduciary
    • Valcoris Family
  • L'équipe
  • The team
  • Actualités
  • Contact
  • Impôts2022