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private banking:
- brokerage
- derivative strategies
- covered call writing
- family office
for institutional clients:
- brokerage
- equities
- portfolio management mandates
for corporate clients:
- equities
- capital increases / -optimization
- mergers & acquisitions
- market making
- stock & option plans
asset management:
Valartis Group focuses on actively managed portfolios (satellites) in the asset classes equity, private equity, real estate and alternative investments. It has many years experience on the capital markets in Russia, Eastern Europe and Switzerland where it structures specific products in the form of investment companies, investment funds and individual mandate solutions.
wealth management:
In wealth management Valartis Group offers personalised private-banking and family-office services for high net worth individuals. These services take their general guidance from the specialised research and investment process of the asset management division.
investment banking:
Valartis Bank, established as a derivatives specialist in 1988, has vast knowledge of the Swiss equity market and has made a name for itself as a leading issuer of listed warrants. The bank focuses on the Swiss small & mid cap sector in both its investment-consulting and corporate-finance activities.
investment funds:
Equities
- MC Russian Market Fund
- MC Premium Eastern Europe
- Swiss Optimized Fund
- Swiss Selection Fund
Alternative Investments
- Energy Trading
- Absolute Return Strategies
- Eastern Europe Long Short
real estate:
- Eastern Property Holdings
- Berlin Real Estate
- Residential Health Care
- Global Real Estate Select
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