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onValues
onValues ist eine unabhängige Investment Beratungsfirma, die Vermögenseigentümer wie beispielsweise Family Offices, Stiftungen und Pensionskassen berät.
onValues
onValues ist eine unabhängige Investment Beratungsfirma, die Vermögenseigentümer wie beispielsweise Family Offices, Stiftungen und Pensionskassen berät.
General information
Firm type
Bank / Wealth / Trust
Year founded
2002
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Lindenbachstrasse 12, 8006 Zürich, Switzerland
Sector focus
Frequently asked questions
Does onValues manage assets directly, or does it only advise?
onValues operates as a strategy and investment advisor, not a discretionary asset manager. It provides consulting on asset allocation, manager selection, and sustainability integration for long-term-oriented asset owners. There is no indication that the firm holds client assets on its own balance sheet or runs pooled investment vehicles.
Who are the typical clients of onValues?
The firm works with family offices, private wealth holders, foundations, and pension funds. Its client base is concentrated in Switzerland and broader Europe, with a particular emphasis on charitable foundations through its relationship with Swissfoundations.
What is onValues' role in the creation of the UN Principles for Responsible Investment?
onValues contributed to establishing the UN PRI alongside the Enhanced Analytics and Who Cares Wins initiatives. These efforts helped define early responsible-investment frameworks that are now mainstream. The firm continues to publish investment guidance informed by this work.
Does onValues publish its own investment research?
Yes. The firm maintains a public ‘news and publications’ section where it shares outcomes from its consulting practice, often covering long-term strategy, sustainability, and behavioral finance. The research reflects its commitment to evidence-based investment advice.
Is onValues a regulated investment advisor?
onValues is based in Zürich, Switzerland, and advises institutional and private asset owners. Regulatory status is not detailed on its public site, though advisory firms in Switzerland typically operate under Swiss financial regulations depending on the scope of services provided to pension funds and other regulated clients.
Profile maintained by Altss 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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