Monaval Wealth Management

What Monaval Wealth Management does

Monaval Vermögensverwaltungs AG, doing business as Monaval, is an independent, owner-managed Swiss wealth management firm founded in 1996 and headquartered at Tödistrasse 48, Zürich. The firm offers discretionary individualized wealth management to high-net-worth individuals and entrepreneur families, covering personalized investment strategy design, implementation of investment decisions, continuous portfolio monitoring and control, individualized consolidated reporting and supplementary Family Office solutions. It operates under FINMA supervision and aligns disclosures with the Swiss Financial Services Act (FIDLEG).

The business is relationship-led and sales-driven, with no public pricing and no intermediary distribution channels. Revenue is generated through recurring management fees on client assets under discretionary mandate (subscription-style, multi-year engagement). Pricing is quote-based and tailored to client needs; the firm does not disclose fees or AUM. Monaval leverages a network of legal, tax and pension specialists and a broad selection of custodian bank (Depotbank) partners, but reports no proprietary technology, AI/ML capabilities, mobile app, integrations, patents, or digital marketing channels. Its single office is in Zürich, with service focused on Switzerland and cross-border (primarily German-speaking) clients.

Monaval employs 11–50 people, with a senior team of six: Marcel Bammert (CEO / President of the Board), Jean-Pierre Walder (Vice Chairman), Thomas Fierz (CIO), Andreas Truniger (Portfolio Manager / Director), Anika Nickel (Head of Compliance & Administration) and Andrea Flüeler (Deputy Compliance & Administration). The firm has no subsidiaries, no funding rounds, no external investors, no parent company, and no disclosed M&A activity; it has operated continuously as a private, self-owned boutique since founding.

Name

Monaval Wealth Management

Legal name

Monaval Vermögensverwaltungs AG

Website

https://monaval.ch

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Wealth management services
• Portfolio management
• Investment advisory
• Family office solutions
• 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, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Wealth Management Services: Monaval generates revenue through individualized wealth management services. Clients receive personalized investment strategies, portfolio management, and ongoing monitoring. The firm also offers Family Office solutions and benefits from a network of partners for legal, tax, and pension solutions, providing additional service revenue opportunities.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Monaval Vermögensverwaltungs AG provides individualized wealth management services to high-net-worth individuals and entrepreneur families. Core offerings include collaborative development of personalized investment strategies, continuous implementation of investment decisions, ongoing portfolio monitoring and control, consolidated reporting, and supplementary Family Office solutions. Services are delivered under FINMA supervision in accordance with the Swiss Financial Services Act (FIDLEG).

Product overview

Monaval Vermögensverwaltungs AG is a Swiss independent, owner-managed wealth management firm founded in 1996, headquartered in Zurich. The company offers individualized wealth management services tailored to each client's personal situation, needs, and goals. The core service encompasses developing personalized investment strategies, implementing first-class investment decisions, and providing continuous monitoring, control, and updates. Clients receive comprehensive support, individualized consolidated reporting, and supplementary Family Office solutions. The firm operates under FINMA supervision and provides services in accordance with the Swiss Financial Services Act (FIDLEG).

Differentiator

Problem solved

Functional benefit

Products and services

• Individualized Wealth Management Tailored wealth management service for high-net-worth individuals and entrepreneur families, comprising a collaboratively developed personalized investment strategy, execution of investment decisions, continuous monitoring, control and updates, and comprehensive client care. Delivered under FINMA supervision and the Swiss Financial Services Act (FIDLEG).
• Family Office Solutions Supplementary Family Office solutions supporting family wealth preservation, multi-generational wealth planning, and coordinated investment management across family entities, with access to partner specialists for legal, tax and pension matters.
• Consolidated Reporting and Portfolio Monitoring Individualized, consolidated client reporting and continuous portfolio monitoring, control and updates across multiple custodian banks and asset positions, designed for clients with complex asset portfolios.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Depotbank PartnerscoreOthersMonaval offers clients a broad selection of custodian bank partners for the management of client assets. The specific banks are not named in the source material.
• Legal, Tax, and Pension Specialist PartnerscoreStrategic or Co-development PartnerDue to long-standing activity in the industry, Monaval's clients benefit from access to a network of partners and specialists for legal, tax, and pension solutions. Specific partner firms are not named.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Piguet Galland & Cie: Swiss independent, FINMA-regulated private bank and wealth manager headquartered in Geneva, serving HNW individuals and families with personalized asset management. Directly comparable to Monaval in boutique positioning, independent ownership, and concentration on personalized HNW advisory.
• Notenstein La Roche Private Bank: Swiss private bank offering wealth management and family office services, with strong emphasis on HNW and entrepreneurial family clients. Comparable to Monaval in boutique independent positioning and target client segment.
• Landolt & Cie: Swiss private bank in Lausanne offering wealth management for private clients and families. Comparable to Monaval as an independent, owner-managed Swiss private bank with personalized HNW services.
• Hyposwiss Private Bank: Independent Swiss private bank based in Zurich offering wealth management and family office services. Comparable to Monaval in regulatory standing, boutique positioning, and HNW entrepreneurship focus.
• Mirabaud & Cie: Swiss private bank offering wealth management, asset management, and corporate advisory, with strong HNW and family office focus. Comparable to Monaval as an independent Swiss wealth manager serving HNW individuals and entrepreneur families, though at a larger scale.

Regional players

• VP Bank: Liechtenstein-based private bank with Swiss and international wealth management presence. Comparable to Monaval in boutique HNW focus and independent ownership, but with stronger cross-border European reach.

Broad incumbents

• EFG Bank: Swiss private bank group with international presence, offering wealth management and asset management. Comparable to Monaval as a Swiss-regulated wealth manager serving HNW entrepreneurs, but operating at substantially larger scale.
• J. Safra Sarasin: Swiss private banking group serving HNW and ultra-HNW clients with wealth management and asset management. Comparable to Monaval in Swiss HNW focus and investment management, but operates at much larger scale and broader international footprint.
• Vontobel Wealth Management: Swiss wealth and asset manager with global footprint, providing discretionary wealth management and investment advisory services to HNW clients. Comparable to Monaval in core service offering but at significantly larger scale.
• Pictet Group: Large Swiss private bank and asset manager offering wealth management, asset servicing, and alternative investments. Comparable to Monaval at the industry level but far larger and more diversified — represents a competitive incumbent as well as a potential exit / consolidation target.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Monaval Wealth Management