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Valvest Partners
Valvest Partners is an owner-managed wealth management firm that provides private clients with personal, long-term support through direct investments, in-depth...
Valvest Partners
Valvest Partners is an owner-managed wealth management firm that provides private clients with personal, long-term support through direct investments, in-depth expertise and cross-generational relationships. The firm combines independent analysis with a sustainable investment strategy across individual asset management, holistic wealth consulting and generational planning. It works without bank affiliation and represents only client interests.
General information
Firm type
Generalist
Year founded
2017
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Zurich, Switzerland
Principals
Sebastian Hunkeler
Founding Partner
Sven Lötscher
Founding Partner
Fabian Zellweger
Founding Partner
Michel Wicki
Founding Partner
Sector focus
Frequently asked questions
Does Valvest invest directly in real estate or only through funds?
Valvest operates a direct real estate capacity focused on mixed-use property in Switzerland, according to Altss research. This is in addition to the CC Multi-Asset Spezial sub-fund it co-manages. The direct real estate exposure gives Valvest a hard-asset component that many small Swiss asset managers lack, though the specific properties and total allocation are not publicly disclosed.
How does Valvest source its institutional clients?
Valvest is a member of VSV-ASG, the Swiss Association of Asset Managers, and Arbeitgeber Zürich VZH, the Zurich employers' association — both of which provide professional networking within the Swiss institutional and business community. Its relationships with Swiss pension collective foundations such as Eranus Stiftung and Sammelstiftung Vita suggest a significant portion of its client base comes from Swiss retirement schemes, a common route for Zurich-based managers operating under FINMA authorization.
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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