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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichValère Consulting AG
Valère Consulting AG Logo
Verified· 3 sourcesTrust Score
Summary

About the company

The core activity of Valère Consulting SA is wealth management for private individuals, trusts, non-profit foundations, as well as assets of occupational and private pension plans in Switzerland. The company offers individually tailored wealth management mandates, where the needs and goals of the clients are at the forefront. This includes the creation of investment strategies, the management of portfolios, and the execution of banking transactions on behalf of the clients.

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Products & services

Industry:External Asset Management
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4.1/5

Valère Consulting AG

✓ Offered5
Wealth management mandates
Individually tailored wealth management mandates for affluent private clients, trusts and charitable foundations; actively managed, diversified portfolios with long-term value growth and active risk management.
Retirement planning strategies under Swiss law
Retirement planning strategies under Swiss law for pillar 3a, vested benefits (freizügigkeit) and pillar 1e; aligned to the personal situation and implemented in a suitable investment strategy.
Management of pooled assets
Management of pooled assets, or funds; includes the management of collective capital investments within the Investment Office and the investment process.
Philanthropic investment strategies
Investment strategies for foundations and local projects to implement philanthropic goals with a suitable investment of assets and the best possible impact.
Sustainable investment strategies
Investment strategies that integrate personal convictions as well as sustainability criteria such as the environment, social factors and corporate governance.
Trust & reputation

ranQ Trust Score of Valère Consulting AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 58% · As of October 2026

Without public customer reviews the score stays capped.

Valère Consulting AG has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Valère Consulting AG scores 89.3 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
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CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
Valère Consulting AG scores 86.7 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).86.722%
Valère Consulting AG scores 12.2 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
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CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.1.14%
  • Media authority: Quality and number of editorial mentions, weighted by the importance of the source, plus the recency of the latest high-quality mention.23.34%
Qualifications+0.00

Valère Consulting AG reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 58%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Press

Media

April 29, 2026Media
Valère Consulting stärkt sich personell und reorganisiert
finews.ch

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Location

Clausiusstrasse 50
8006 Zurich
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.600.770
Founded
2010 · 16 years
Last commercial register change
March 30, 2026
Employees
11 to 20
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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