Asset Management Funds & Investment Companies

In Asset Management, Valartis Group specialises in actively managed niche products (investment satellites) in the asset classes equities, fixed income, funds of funds and private equity.

Through targeted focusing and individualisation, investment products are developed, managed and marketed, offering clients attractive investment opportunities that go beyond mainstream products and which would otherwise not be available.

Specialised funds and investment companies

These products come in the form of specialised regional or sector funds or investment companies. They typically act as an addition to index-oriented core portfolios for specific investment needs. Investments are focused on the markets of Russia and Eastern Europe as well as Switzerland.

In making investment decisions, the Group is supported by a team of experienced portfolio managers, analysts and other investment specialists in Geneva, Zurich, Moscow, Vienna, Luxembourg and Liechtenstein.

Tailored investment structures and special funds

The expertise in developing, structuring and managing investment funds and investment companies is also used within the Group, for example, to offer major private banking clients investment products and vehicles that are personally tailored to their needs.

Private label funds from Liechtenstein

Our private label fund boutique in the up-and-coming fund domicile Liechtenstein, Valartis Fund Management (Liechtenstein) AG, for example offers tailored solutions for wealthy private clients and institutional investors with very specific investment needs.

The products range from private equity funds in renewable energy, media and construction to secondary market insurance policies and innovative FX day trading concepts to open-end private securities funds. In this, Valartis Fund Management (Liechtenstein) AG offers a complete service package, from the initial advisory session through to the final registration of an investment fund with its own international securities identification number (ISIN).
More information on private label funds solutions

Retail and special funds made in Austria

Valartis Asset Management (Austria) Kapitalanlagegesellschaft m.b.H. (VKAG) on the other hand is responsible within the Valartis Group for the structuring of retail funds. However, the total-return-oriented investment specialists in Vienna also design special funds for institutional clients, private foundations and high-net-worth individuals.
More information on our Austrian special funds solution