"Preserving and developing wealth"
Valbay's investment team has a long and successful career in Asset Management based on an academic background in advanced financial theory.
We target individuals, families and trusts as an independent and objective partner. Through our investment methodology we are able to create high risk adjusted returns on most market environments. We thoroughly assess every client's needs and risk appetite and tailor the risk level accordingly. We offer an Asset Management service where a strong emphasis is put on finding the most cost efficient and liquid instruments regardless of environments, irrespective of asset class, region or investment strategy. This means that our portfolios have a much higher average liquidity than our competitor's. Liquidity is also a very crucial factor which enables us to maintain a stringent risk control.
Cost-efficient and transparent asset management without conflicting interests means:
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No transaction-based revenue via brokerage commission or spreads
- No revenue via underlying funds or products
- Independent of banks and external fund managers