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.
Company Details
- Founded
- -
- Address
- Montreux, Switzerland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- novalisfinance.ch
- HQ
- Montreux, Switzerland
Novalisfinance Sa Questions
Novalisfinance Sa's website is novalisfinance.ch
Novalisfinance Sa's LinkedIn profile is https://ch.linkedin.com/company/novalisfinance-sa
Novalisfinance Sa's industry is
Financial Services
Novalisfinance Sa's top competitors are
Levinex,
Bruno Walter Finance S.a.,
Lexinta,
Lyras Financial Services Ltd,
Sixty Three Capital,
Eos Capital Partners Aifm,
Imm Wealth Management Ag,
Meylan Finance,
Lgc Assurances& Prévoyance,
Patrimoine & Prévoyance S.a..
Novalisfinance Sa's categories are Financial Services
Novalisfinance Sa's founding year is 2007
