The company is one of the middle size independent asset managers in Switzerland.The company's principles are centered on timely and efficiently servicing of its clients through the creation of long-term relationships based on confidentiality, trust, accuracy of information, security of transactions, fundamental / technical analysis for portfolio construction and custodian relationship. Our clients' services include upon request and ad hoc:compilation and presentation of investment strategies, risk analysis-performance attribution,monitoring the selected investment strategies and tracking their ongoing performance daily, regular presentation of the investment results to clients and evaluating opportunities recommended for investment by third parties.

The vision is to provide our clients with consistent, imaginative and flexible investment services,tailor-made to achieve their investment and financial goals with low risk / volatility approach.

NOVALISfinance SA

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