Valcoris Wealth Management
Swiss wealth and asset management company established in December 2003 in Sion and authorized by FINMA since December 2023 following the introduction of the FinSA-FinIA.
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.
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.
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.
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.
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
This happens thanks to:
|
Services
|