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Multivalor AG

The financial crisis and its impact have greatly changed the environment in which financial institutions have to prove themselves today. Adaptations of banking models and strategies to the new conditions are the result. Previous mistakes have to be examined and understood so the right lessons can be drawn from the crisis and new paths can be followed.

An analysis of the situation also shows that particularly in the field of portfolio management and consultancy with private clients consistent quality factors are decisive: realistic and exact risk evaluation, information regarding the rate of return expectations and sufficient diversification of assets are of prime importance.

A significant contribution to confidence building between the client and his advisor is a sustainable, long-term business model, an appropriate investment policy and transparency.
This sums up the philosophy of Multivalor AG Zurich.