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DirectoryFinance & InsuranceExternal Asset ManagementGenevaValoram SA
Valoram SA Logo
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Valoram SA

Summary

About the company

The core activity of Valoram is the provision of services in the areas of wealth management, family office and advisory.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered7
Discretionary wealth management
Tailor-made portfolio management based on the client’s objectives and values, with proactive management and continuous adjustment of investment decisions.
Investment advisory
Personalized advisory service for self-directed or accompanied investors, with flexible support, ad hoc or regular follow-up, and help with decision-making.
Family Office
Family Office services including administrative support, delegated CIO, governance, creation and management of companies or charitable foundations, and other specialized services.
Selection of custodian bank
Selection and introduction to suitable custodian banks tailored to the client’s needs, based on their respective strengths and the financial objectives pursued.
Performance and risk analysis
In-depth analysis of the portfolio to identify growth opportunities, vulnerabilities, and possible adjustments in response to market fluctuations.
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Location

Rue François-Bonivard 6
1201 Geneva
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-191.268.726
Founded
2021 · 5 years
Last commercial register change
April 7, 2025
Employees
11 to 20

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