Valterna AG

Valterna AG

Valterna AG traces its roots to 1996 when it operated as Asset Management Partners inside Partners Group. A management buyout in 2013 established the firm as an independent entity serving entrepreneurial families and institutional clients. The firm executes balanced mandates that combine private equity, direct secondaries, distressed debt, venture debt, and real estate. Clients may select full multi-asset mandates or narrower assignments limited to single asset classes. Geographic reach centers on Europe with supplementary exposure through private-market co-investments. Confirmed relationships include ongoing dialogue with Partners Group on private-market opportunities and a 2024 cooperation agreement with AMOS Immobilien AG after the sale of Arkenda AG. Valterna maintains a team of portfolio managers, relationship managers, and operations specialists in Baar. It holds membership in the Swiss Association of Wealth Managers. In January 2024 the firm completed the sale of its real-estate subsidiary Arkenda AG to AMOS Immobilien AG and simultaneously entered a service cooperation. It also advises Luzerner Gemeindepensionskasse on investment strategy. Independence from any banking parent allows Valterna to maintain an open architecture for product selection and to pass price advantages directly to clients. Governance ties link Chairman Hugo Schürmann to both Valterna and Neutrass AG, creating a compact ownership structure typical of Swiss owner-managed boutiques.