Multi-Family OfficeRIA · CRD 283227SEC-Registered

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Avalor Investment AG

Avalor Investment AG was established in 2005 by Amaury Jordan. The firm began as a vehicle to deliver investment advisory and reporting services to private...

Avalor Investment AG logo

Avalor Investment AG

Avalor Investment AG was established in 2005 by Amaury Jordan. The firm began as a vehicle to deliver investment advisory and reporting services to private families in Switzerland. Jordan remains a founding partner and serves on the advisory council after stepping down as CEO in 2021. The firm allocates across private equity, real estate, infrastructure, hedge funds and natural resources. It executes through direct holdings, co-investments and select external managers. Confirmed positions include ownership in SF Urban Properties Ltd, a Zurich mixed-use real estate vehicle, and the Fritz Pümpin Collection. Geographic exposure centers on Europe and North America. ESG integration appears in portfolio construction through membership in Swiss Sustainable Finance. Avalor employs a partner-owned model with five named partners on the operating team. Patrick von Koss became CEO in November 2025 after joining as partner in 2010. Additional offices are not disclosed. Adjacent vehicles include the Fritz Pümpin Stiftung and the World Pathology Foundation. The firm belongs to the Alliance of Swiss Wealth Managers, VSV-ASG and the American Swiss Foundation. Partner ownership creates a structural distinction from typical multi-family offices that rely on external capital or corporate parents. Decision rights remain inside the partner group, which also holds board seats at portfolio companies such as SF Urban Properties Ltd. This arrangement aligns incentives without layered fund vehicles or third-party mandates.

General information

Firm type

Multi Family Office

Year founded

2005

Location

Region

Europe

Country

Switzerland

City

Zurich

Corporate office

Zurich, Switzerland

Principals

Amaury Jordan

Founding Partner and Advisory Council member

Patrick von Koss

CEO and Partner

Dr. Anja Römer

Partner and Board Member

Catherine Pümpin

Board Member

Martin Schwizer

Chairman of the Board of Directors

Sector focus

Private EquityReal EstateInfrastructureHedge FundsNatural Resources

Frequently asked questions

Who runs investment decisions at Avalor Investment AG?

Patrick von Koss serves as CEO. Investment decisions rest with the partner group that includes Amaury Jordan, Dr. Anja Römer, Catherine Pümpin and Martin Schwizer.

How is Avalor Investment AG structured relative to its clients?

It operates as a multi-family office under partner-owned governance. The structure provides wealth management, advisory and consolidated reporting to private and entrepreneurial families.

Does Avalor Investment AG commit to external funds or focus on direct investments?

The firm uses a mix of direct holdings, co-investments and selected external managers. Portfolio construction includes private equity, real estate and infrastructure positions.

What geographic regions does Avalor Investment AG cover?

Exposure centers on Europe and North America. Zurich serves as headquarters with investments tracked in both regions.

Which industry associations does Avalor Investment AG belong to?

The firm is a member of the Alliance of Swiss Wealth Managers, Swiss Sustainable Finance, VSV-ASG and the American Swiss Foundation.

What philanthropic vehicles are connected to Avalor Investment AG?

The Fritz Pümpin Stiftung and the World Pathology Foundation appear among the firm's philanthropic structures.

How does Avalor Investment AG handle ESG considerations?

ESG integration occurs through membership in Swiss Sustainable Finance and explicit portfolio construction standards.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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