VALEUR FIDUCIARIA SA
Total AUM
$1.3B
Employees
20Clients
394Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3, VIA NASSA
LUGANO, TICINO
6900
Switzerland
LUGANO, TICINO
6900
Switzerland
Operating Hours
09.00 - 17.00
Monday - Friday
Monday - Friday
Phone
+41 91 815 17 00
Other Offices
4
Financials
Total AUM
$1.3B
Accounts
397Discretionary
$1.2B
Accounts
383Non-Discretionary
$90.1M
Accounts
14
Clients
Individual Clients
92AUM
$39.7M
HNW Individual Clients
61AUM
$536.4M
Charitable Organization Clients
1AUM
$1.1M
Insurance Company Clients
95AUM
$331.4M
Corporation or Business Clients
12AUM
$37.9M
Other Clients
133AUM
$305.7M
Description of Other Clients
FIDUCIARY COMPANIES, A SPECIFIC ITALIAN SET UP, EXCLUSIVELY SERVICING ITALIAN CLIENTS ON TAX MATTERS
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
DISTRIBUTION OF FINANCIAL PRODUCTS FOR NON-US CLIENTS
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.