OUR COMPANY
Founded in 2005, our company has extensive experience in portfolio analysis and management. Our top-down investment approach is based on a long-term perspective.
We focus our expertise on your overall wealth and the management of your securities. With our two investment funds, we endeavour to add value by supplementing your asset allocation.
We also aim to develop partnerships with other independent managers who prioritize fund selection for their asset allocation.
Management mandate
We establish the investment strategy which meets your individual requirements, with customised mandates adapted to each client’s profile and risk.
«Family office»
Administrative support, asset consolidation and access to our network of experts.
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OUR INVESTMENT
FUNDS
Strategies designed to adapt to market volatility, while capitalizing on technology, resilience, and ESG opportunities.
Our fundsAvenue de Belmont 33
1820 Montreux
Phone: +41 21 312 10 30
Email: bwf@walterfinance.ch