Tailor Wealth Management Services

Our firm is highly flexible and our clients can benefit from our expertise on a broad range of financial products and services in an optimal form. Our goal is to ensure that even the most demanding requirements are met.

Clients delegate their assets’ management to our team of investment professionals who carefully design and manage a customized investment portfolio according to the clients’ profile and requirements.

A Discretionary mandate offers a dynamic and secure global management, focused on medium and long term investments.

Advisory & Swiss Banking Access

Clients can actively manage their assets and benefit from our in-depth financial research & analysis. Provalia Capital provides you with the best handpicked strategies according to your investment profile.

In addition, the firm grants you access to its entire platform. Our clients benefit from our professional execution services as we have both dedicated electronic executions services in 40 markets and direct access to the trading floors of all banks.

Thanks to the business relations Provalia has established with leading Swiss banking institutions and external partners, our firm offers you the most competitive proposals, favourable conditions and dedicated services.