Providing exceptional wealth management services with integrity, expertise, and a personal touch for over a decade.
Webelieveinbuildinglastingrelationshipsthroughtransparentcommunication,disciplinedinvestmentstrategies,andunwaveringcommitmenttoyourfinancialsuccess.
Awards & Excellence
Our commitment to excellence has been recognized by leading industry organizations worldwide
Best Wealth Manager
Liechtenstein
Recognized for outstanding client service, innovative portfolio management strategies, and exceptional returns.
Operative Sicherheit
Dual-Control & Institutional Custody
Technische Sicherheit
End-to-end Encryption & Monitoring
Kundensicherheit
Dedicated Account Management
Capital Protection
Conservative Risk Allocation
Comprehensive Wealth
Management Solutions
From portfolio optimization to estate planning, we provide end-to-end financial services tailored to high-net-worth individuals and families.
Portfolio Management
Tailored investment strategies designed to maximize returns while managing risk according to your goals.
Portfolio Assessment
Comprehensive analysis of market conditions and portfolio vulnerabilities to protect your wealth.
Estate Planning
Strategic succession planning to ensure your legacy is preserved for future generations.
Portfolio Rebalancing
Continuous monitoring and strategic rebalancing to keep your portfolio aligned with your goals.
Global Diversification
Access to international markets and alternative investments for optimal portfolio balance.
Our Journey of Excellence
2024
2024
Reached a historic milestone of CHF 8.5 billion in assets under management. Launched our revolutionary AI-powered wealth analytics platform for real-time portfolio optimization.
CHF 8.5B
Assets Under Management
2,500+
Active Clients
2022-2023
2022-2023
Expanded our digital wealth management platform and introduced cutting-edge AI-driven portfolio optimization tools for our clients worldwide. Established strategic partnerships with leading global custodians.
2020-2021
2020-2021
Successfully navigated global market volatility during the pandemic while maintaining strong portfolio performance. Accelerated digital transformation and implemented remote client advisory services.
"Our disciplined portfolio management approach and diversified allocation strategies protected client portfolios during unprecedented market conditions."
— Chief Investment Officer
2017-2019
2017-2019
Achieved significant milestones in sustainable investment strategies and ESG-focused portfolios, managing over CHF 5 billion in assets. Opened new advisory offices in Zurich and Munich.
CHF 5B+
AUM
3
Offices
50+
Team
2015-2016
2015-2016
Launched our flagship discretionary portfolio management service and established the Family Office division for ultra-high-net-worth clients. Received first industry recognition awards.
2012-2014
2012-2014
Rapid growth phase with expansion of client base and investment capabilities. Reached CHF 1 billion in assets under management milestone.
2010-2011
2010-2011
Le Valeur Management AG was founded in Vaduz, Liechtenstein with a vision to provide personalized, independent wealth management services to discerning clients.
Our Location
Based in the heart of Liechtenstein's financial district
Vaduz
Liechtenstein
Our headquarters in the heart of Liechtenstein's financial district, providing exclusive wealth management services to our distinguished clientele.