What Valartis Group does

Valartis Group AG is a Swiss-listed holding company (SIX Swiss Exchange, ticker VLRT, ISIN CH0367427686) headquartered in Fribourg, Switzerland, operating through 36 FTEs across 8 offices in Switzerland, Germany, Austria, and Luxembourg. The group was formed in 2005 via the merger of MCT Group and OZ Holding AG and rebranded under the Valartis name in 2007; it underwent a major restructuring between 2014 and 2016, including a definitive moratorium (2015-2016) and the divestiture of its banking subsidiaries (Valartis Bank, Bank EKI) to refocus on a non-bank holding model.

The group operates three business segments: Financial Services (regulated investment advisory via Valartis Advisory Services SA, VLR Germany GmbH, and MCT Luxembourg Management S.à.r.l.), Real Estate Projects (anchored by a 4.9% stake in European Property Holdings PLC, a roughly EUR 1 billion German commercial real estate vehicle acquired in 2020), and Equity Investments (a portfolio of strategic minority stakes including 30% of Norinvest Holding SA, plus Russian real estate co-investments via ENR Russia Invest AG and joint ventures in Florentika Flowers, Turgenevskaya parking, and Petrovsky Fort). The group also holds a minority stake in Whitebox Services AG, an online asset management venture.

FY2025 Total Operating Income was CHF 15,520 thousand (vs CHF 18,228 thousand in FY2024, -14.9% YoY), decomposed into Management Services of CHF 2,732k, Real Estate project income of CHF 4,427k, and a CHF 6,332k share of results from equity-method investments. Total assets stood at CHF 125,162 thousand, total shareholders' equity at CHF 100,672 thousand, and the equity capital quota improved to 80.4% (from 65.4% in FY2024). Net result attributable to shareholders was CHF 7,410 thousand. The group's customer base comprises qualified investors in pooled vehicles, mid-sized companies requiring cross-border advisory, and real estate investment companies; revenue is generated through management fees, project income, and equity-method investment results rather than transaction-based pricing.

Name

Valartis Group

Legal name

Valartis Group AG

Website

https://valartisgroup.ch

Company type

Public

Founded year

2005

Operating status

Operating

Headcount range

51–100 employees

Short description

Valartis Group AG is a Swiss-listed holding company (SIX: VLRT) headquartered in Fribourg, operating financial advisory, real estate projects, and equity investments across Switzerland, Germany, Austria, and Luxembourg for qualified investors and mid-sized companies.

Ownership category

akta.pro rank

Product category

Financial Advisory and Real Estate Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Offices of Real Estate Agents and Brokers (53121), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

akta.pro secondary industries

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Hospitality (Hotels & Resorts) Asset Management (BPAJAMAE)

Keywords

• Corporate finance advisory
• M&A advisory services
• Real estate asset management
• Private equity investments
• Property management services

Headquarters

HQ city

Fribourg

HQ country

Switzerland

HQ region

Europe

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others, Infrastructure, Marketing or Sales

Revenue model

1. Management Services: Valartis Group manages the Valartis Health Care Fund as Investment Advisor and provides corporate finance and M&A advisory services. The company compensates for administrative tasks with customary fees. Total income from management services was CHF 2,732 thousand in 2025.
2. Real Estate Operations: Income from investment property includes rental income from commercial and residential properties, parking facilities, and real estate development projects. Income from investment property was CHF 4,427 thousand in 2025.
3. Equity Investments: Valartis Group generates returns through equity investments as a shareholder in various companies including European Property Holdings PLC, Norinvest Holding SA (30% stake), Whitebox Services AG, Florentika Flowers (50% participation), and Turgenevskaya parking garage (50% participation). Share of results of associated companies was CHF 6,332 thousand in 2025.
4. Asset Management Services: VLR Germany and Valartis International provide full cycle asset and property management services. Valartis Advisory Services in Switzerland supports corporate management and administration of real estate investment companies.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels4 records

Core offering

Valartis Group is an international finance group that operates three core business lines: Financial Services (corporate finance and M&A advisory for mid-sized companies and investment management of niche funds such as the Valartis Health Care Fund), Real Estate Projects (full-cycle asset and property management of commercial and residential properties through subsidiaries in Germany and Switzerland), and Equity Investments (bottom-up equity investments as a shareholder in listed and private companies, including European Property Holdings PLC, Norinvest Holding SA, Whitebox Services AG, and Russian real estate assets). The group serves qualified investors, mid-sized companies in Germany, Austria, Switzerland, and Central/Eastern Europe, and real estate investment companies.

Product overview

Valartis Group is an international finance group operating three core business lines: Financial Services (providing corporate finance and M&A advisory, and managing the Valartis Health Care Fund for qualified investors), Real Estate Projects (full-cycle asset and property management through VLR Germany GmbH and Valartis Advisory Services, including direct property holdings such as Petrovsky Fort and Turgenevskaya Parking Garage), and Equity Investments (managing a portfolio of strategic holdings including stakes in European Property Holdings PLC, Whitebox Services AG, and Florentika Flowers). The company is listed on SIX Swiss Exchange and operates across Switzerland, Germany, Austria, and Luxembourg.

Differentiator

Problem solved

Functional benefit

Brands

• Valartis Health Care Fund: Investment fund exclusively for qualified investors focusing on the megatrend 'Aging', investing in nursing homes in Germany. Valartis Group serves as Investment Advisor and assumes various administrative tasks.
• Valartis Corporate Finance

Products and services

• Valartis Corporate Finance (M&A Advisory) Corporate finance and mergers & acquisitions advisory services provided primarily for listed and unlisted medium-sized companies in Germany, Austria, Switzerland and Central and Eastern Europe. Independence from larger institutions enables confidential discussions of strategic ideas with specialists.
• Valartis Health Care Fund Investment fund created exclusively for qualified investors, focusing on the megatrend of "Aging" by investing in established senior housing facilities and nursing homes in Germany. Valartis Group serves as Investment Advisor and handles administrative tasks, earning customary fees. Long-term lease agreements with operators and fixed interest rate financing underpin stable returns.
• Real Estate Asset and Property Management Full cycle asset and property management combining profitable commercial and residential property management with investment in development projects and external asset management for real estate investment companies. Delivered through VLR Germany GmbH (Frankfurt, Stuttgart, Hamburg) and Valartis International. Includes direct acquisitions, project development, administration, and property management support.
• Real Estate Investment Company Administration Corporate management and administration services for (listed) real estate investment companies, delivered by Valartis Advisory Services SA in Switzerland. Oversees Valartis Group operations in Germany and Austria and supports investor relations and compliance functions for real estate investment vehicles.
• Equity Investment Portfolio Management Bottom-up equity investment approach for Valartis Group's own portfolio, applying traditional portfolio management processes including asset allocation, monitoring, revision, performance measurement, and attribution. Investments include European Property Holdings PLC, Norinvest Holding SA (30%), Whitebox Services AG, Florentika Flowers (50%), and Turgenevskaya parking garage (50%).

Quantifiable outcome

• Equity capital quota of 80.4% in 2025 (up from 65.4% in 2024)
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• ENR Russia Invest AGcoreStrategic or Co-development Partner · 2 December 2024Valartis Group conducted a public tender offer for all publicly held bearer shares of ENR Russia Invest AG. Following the completed sale of subsidiaries, Valartis Group holds a significant stake and continues to manage the Russia-focused investment company. ENR Group operates in St. Petersburg providing real estate projects and administration services.
• European Property Holdings PLCcoreStrategic or Co-development PartnerEuropean Property Holdings PLC invests in core and manage-to-core properties with growth potential, holding approximately EUR 1 billion in property value across 10 first-class office, retail and hospitality properties in Germany, Austria and Switzerland. Valartis provides corporate and asset management, supports direct acquisitions, project developments, administration, investor relations, and property management.
• Deloitte LtdcoreImplementation/ SI/ Consulting PartnerDeloitte Ltd performs the mandate of external auditors for Valartis Group. The external auditors are elected for one year at the Annual General Meeting. The election of Deloitte Ltd took place for the first time in 2025.

Scale indicators8 records

Recent moves13 records

Expansion highlights3 records

Broad incumbents

• Houlihan Lokey: Global investment bank specializing in M&A, capital markets, and financial restructuring. Comparable to Valartis Corporate Finance in mid-cap M&A advisory, though substantially larger and more diversified across geographies and products.
• Vontobel Holding: Swiss wealth and asset manager with active management, multi-asset solutions, and investment banking capabilities. Comparable as a Swiss-listed diversified financial services firm with asset management and advisory lines.
• EFG International: Swiss-listed private banking and wealth management group headquartered in Geneva. Comparable given Valartis's Geneva operations and historic wealth management franchise (Valartis Wealth Management SA, now under Banque Cramer/Norinvest).

Direct peers

• Partners Group Holding: Swiss-listed alternative investment manager running private equity, real estate, infrastructure, and debt strategies. Comparable to Valartis's diversified finance + equity investments model, though at much larger scale.
• Mobimo Holding: Swiss-listed real estate company with portfolio of commercial and residential properties in Switzerland and select European markets, with integrated development and asset management. Comparable to the Valartis real estate project management line and EPH-style portfolio oversight.
• Lincoln International: Global mid-market M&A advisory firm with deep European coverage in Germany, Austria, and Switzerland. Directly comparable to Valartis Corporate Finance in serving listed and unlisted medium-sized companies across the DACH region.
• GAM Holding: Swiss-listed active asset manager offering multi-asset and specialist equity strategies. Comparable as a Zurich/Swiss-listed independent asset manager with niche/specialist fund products targeting qualified investors.
• PSP Swiss Property: Swiss-listed real estate investment company focused on commercial properties in Switzerland. Comparable to Valartis's role in managing listed real estate investment vehicles and the EPH Swiss property exposure.
• Bellevue Asset Management: Swiss-listed asset manager specializing in healthcare and other niche investment strategies. Closely comparable to Valartis Group as a Swiss-listed niche-vertical investment advisor with a healthcare focus (Bellevue Healthcare, KB Medical).
• Alantra Partners: Listed international corporate finance and asset management advisor with strong M&A advisory focus on mid-market European companies. Highly comparable to Valartis's Corporate Finance advisory line and its multi-country (Spain/Europe) delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/valartis-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries6 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 Valartis Group