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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,806 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementBaarValterna AG
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Valterna AG

Summary

About the company

The core activity of Valterna AG is wealth management, investment consulting and real estate services for private individuals and institutions. They offer individual and competent support in achieving financial goals, wealth management, real estate financing, mortgage management and other financial services.

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Products & services

Industry:External Asset Management
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4
Asset management
Individual asset management with a tailored investment strategy, ongoing portfolio monitoring, transparent reporting and access to both traditional and private market investments.
Investment advisory
Individual investment advisory with investment decisions made by the client, personal consulting, market and investment ideas, ongoing portfolio monitoring and access to professional investment solutions.
Strategic dialogue
Comprehensive wealth advice beyond investment matters, including strategy and risk analysis, succession topics, real estate and mortgages, equity interests, as well as liquidity and financial planning.
Real estate services
Real estate financing, mortgage administration and real estate consulting with support for buying and selling, initial letting, as well as conversions and renovations.

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Location

Neuhofstrasse 32
6340 Baar
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-109.817.858
Founded
2002 · 24 years
Last commercial register change
May 1, 2026
Employees
21 to 50

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