Avalor Investment

What Avalor Investment does

Avalor Investment AG is an independent, FINMA-regulated wealth management firm headquartered at Löwenstrasse 3 in Zurich, Switzerland. Founded in 2005 and wholly self-owned (CHF 1 million share capital, no external PE/VC), the firm serves high-net-worth private and family clients in Switzerland with selected international (US, Latin America, Arabian Gulf) coverage. It manages CHF 2.5 billion in client assets with a team of approximately 20 employees, including 10+ partners.

The firm delivers three integrated service lines: discretionary wealth management (individual global investment strategy development and continuous custody account management), investment consulting (systematic wealth analysis and risk profiling), and investment consolidation and reporting (cross-bank asset aggregation and performance monitoring). Technology infrastructure is described as standard portfolio management systems and consolidation/reporting tools; no proprietary technology or AI/ML capabilities are disclosed. The firm is FINMA-approved (March 2022) under AOOS supervision, SEC-registered, and a founding member of the Alliance of Swiss Wealth Managers (ASV/ASWM).

Revenue is generated through recurring AUM-linked management fees and advisory fees on a CHF 2.5B asset base, with the go-to-market executed exclusively through direct, partner-led advisory relationships. Distribution is relationship-driven with no self-service or digital channels. The firm has been recognized by Citywire Switzerland as a Top 50 independent asset manager for 8 consecutive years through 2026, and is undergoing a generational leadership transition: Patrick von Koss became CEO in November 2025, with founder Amaury Jordan moving to Chairman in April 2026.

Name

Avalor Investment

Legal name

Avalor Investment AG

Website

https://avalor.ch

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Avalor Investment AG is an independent, FINMA-regulated Swiss wealth manager founded in 2005 in Zurich, serving high-net-worth private and family clients with discretionary wealth management, investment consulting, and multi-bank consolidation across CHF 2.5 billion in AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

ESG/Sustainable Investment Advisory (FSAEAAAJ), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

Keywords

• Wealth management services
• Investment consulting
• Asset consolidation
• Portfolio management
• Private banking

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Services: Avalor generates revenue through wealth management services including asset management fees, advisory fees, reporting services, and consolidation services. The firm manages CHF 2.5 billion in client assets under management (AUM). Revenue is derived from a combination of management fees based on AUM and potentially retainer or hourly advisory fees for consulting services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Avalor Investment AG is an independent Swiss wealth manager providing discretionary wealth management, investment consulting, and cross-bank asset consolidation and reporting services to private and family clients. The firm develops individualized global investment strategies, continuously manages custody accounts, monitors financial markets, and produces consolidated performance reporting across multiple custodian banks.

Product overview

Avalor Investment AG offers a unified suite of wealth management services for private and family clients. The core offering comprises three integrated service lines: (1) Wealth Management (Vermögensverwaltung) for global investment strategy development and portfolio management, (2) Investment Consulting for systematic wealth analysis and risk profiling, and (3) Investment Consolidation and Reporting for cross-bank asset overview and performance monitoring. These services are delivered through personal advisory with dedicated partner-level relationship management.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management (Vermögensverwaltung) Discretionary asset management service for private and family clients. Includes development of an individualized global investment strategy, continuous custody account management, ongoing financial market monitoring, and transaction execution within a defined risk framework.
• Investment Consulting (Vermögensberatung) Advisory (non-discretionary) service providing holistic and systematic wealth analysis, risk and opportunity profiling based on each client's specific situation, and long-term strategic goal setting to support clients' personal investment objectives.
• Investment Consolidation and Reporting (Vermögenskonsolidierung) Service that records and reviews the consolidated asset situation across all of a client's bank relationships, providing a comprehensive overview of holdings, liquidity management, and periodic performance analysis for clients with multiple custodian banks.
• Personal Advisory Services Partner-led client relationship management with continuity, transparency, and personalized service tailored to individual client requirements. Delivered by experienced partners who maintain direct responsibility for each client relationship.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered minor and core.

• ZHAW-SSF Sustainable Finance Technology Networking Event SeriesminorStrategic or Co-development Partner · 6 October 2021Avalor participated in the ZHAW (Zurich University of Applied Sciences) and SSF (Swiss Sustainable Finance) Sustainable Finance Technology Networking Event Series, including workshops held during the Building Bridges Summit in Geneva. The collaboration focuses on ESG data solutions and sustainable finance technology.
• Alliance of Swiss Wealth Managers (ASV/ASWM)coreStrategic or Co-development PartnerAvalor Investment AG is a founding member of the Alliance of Swiss Wealth Managers (ASV/ASWM), an industry association of independent Swiss wealth managers. The alliance promotes the interests of independent wealth managers in Switzerland and facilitates industry networking and best practices sharing.
• Swiss Association of Wealth Managers (VSV/ASG)minorOthersAvalor is a member of the Swiss Association of Wealth Managers (Verband Schweizerischer Vermögensverwalter, VSV/ASG), the primary industry association for Swiss wealth managers.
• OFS Ombud Finance SwitzerlandminorOthersOFS Ombud Finance Switzerland serves as the official ombudsman body for Avalor Investment AG, providing independent dispute resolution services for clients in accordance with Swiss financial market regulations.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bonhôte & Cie: Independent Swiss private bank based in Neuchâtel offering wealth management and asset management to private and institutional clients. Comparable to Avalor as a Swiss independent, relationship-driven wealth manager, with similar client focus and boutique orientation.
• Hyposwiss Private Bank: Swiss private bank focused on independent wealth management for HNW and family clients, including multi-bank custody and reporting. Comparable to Avalor in serving sophisticated private clients seeking independent advice in the Swiss market.
• Bergos AG: Zurich-based independent wealth manager serving private and family clients in Switzerland, offering discretionary asset management and wealth advisory. Closely comparable to Avalor in business model, scale band, and target segment.
• E. Gutzwiller & Cie: Boutique Swiss private bank and wealth manager based in Basel, of comparable size and target client profile to Avalor. Highly relevant direct peer — Juergen von Mach, Avalor's recently onboarded partner, was CIO at E. Gutzwiller & Cie for nine years, evidencing direct talent overlap.

Broad incumbents

• Vontobel: Swiss-listed private bank and asset manager offering wealth management, investment solutions, and digital wealth services. Comparable to Avalor in Swiss private wealth focus but with broader product set, public listing, and significantly larger AUM.
• Julius Baer: Leading Swiss pure-play wealth manager focused on HNW and UHNW clients globally. Comparable target client profile and Swiss private banking heritage, but with much larger AUM and international footprint than Avalor.
• Lombard Odier: Swiss private bank and one of the country's largest independent wealth managers, providing portfolio management and advisory to private and institutional clients. Comparable in independence positioning and Swiss HNW focus, but operates at materially greater scale.
• Union Bancaire Privée (UBP): Swiss private bank with strong wealth and asset management franchises for private and institutional clients. Juergen von Mach (now at Avalor) previously headed asset management at UBP, evidencing direct talent overlap and making UBP a relevant comparator.
• Mirabaud: Established Swiss private bank offering wealth management, asset management, and corporate advisory. Comparable as a Swiss-domiciled, multi-generational wealth manager serving HNW and family clients, though larger and broader in scope than Avalor.
• Pictet Group: One of Switzerland's largest independent private banks and asset managers, serving private clients, institutional investors, and family offices. Comparable as an independent Swiss wealth franchise serving HNW families, though vastly larger and more diversified than Avalor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/avalor-investment-ag

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Avalor Investment