$2.2B Total AUM
$2.0B Disc. AUM
2.9% 3Y CAGR
20 Employees
522 ADV. Clients
11 yrs Firm Age
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- Custodian
- UBS
- Clients
- Retail
- Platforms
- FusionDelta capital +more
- Established Date
- 01-01-2015
- Office Locations
- 1
Office Locations
Loewenstrasse 3 Zurich --
About Avalor Investment AG
Avalor Investment AG is a Zurich-based Swiss wealth manager serving private and family clients. The firm provides discretionary portfolio management and advisory support, with reporting and wealth consolidation. Portfolios can incorporate ETFs alongside fixed income and alternative/private investments, and the firm custodies with UBS.
Team overview
-- AVG AGE
$204.1M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
3.6 yrs AVG TENURE
20 Employees
11 Advisory Reps
0 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Oak Prime optima Unison delta Optima Oak Zenith ridge Signal capital
Client Personas
Beacon horizon
Custodian
Alpha eagle Summit Summit Alpha glacier Ember matrix Summit Focus optima Meridian bridge Vector Ridge Ridge meridian Capital Pioneer element Catalyst
Investment Themes
Harbor optima Prime quantum Delta fusion
Investment Vehicles
Summit bridge
Services
Eagle Bridge Capital atlas Delta glacier
Technology
Glacier Focus Catalyst peak
Owner & Executives
A
AMAURY JORDAN
--
- CRD
- --
- Ownership
- 10% but less than 25%
(412) 928-7523
delta.momentum@glaciercapital.com
in linkedin.com/in/timber-foundation
A
ANDREA-RETO MUELLER
RELATIONSHIP MANAGER
- CRD
- --
- Ownership
- 10% but less than 25%
(571) 856-8127
vertex.catalyst@fusioncapital.com
in linkedin.com/in/element-foundation
P
Pioneer pathway
Eagle frontier
- CRD
- #10758
- Ownership
- 35.5%
(339) 305-1110
meridian.summit@radialcapital.com
in linkedin.com/in/insight-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,001,791,811 | $4,409,233 |
| Non-Discretionary | $243,145,384 | $3,575,667 |
| Total | $2,244,937,195 | $4,300,646 |
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Separately Managed Accounts
Total SMA Asset: $2,244,937,195
Equity - Exchange:
15.0% Private Funds:
15.1% Cash:
6.5% Corporate - Investment Grade:
13.8% Corporate - Non-Investment Grade:
14.1% Other:
11.3% Sovereign Bonds:
9.4% Derivatives:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $676,752,891 | 15.0% |
| Private Funds | $681,264,577 | 15.1% |
| Cash | $293,259,586 | 6.5% |
| Corporate - Investment Grade | $622,612,660 | 13.8% |
| Corporate - Non-Investment Grade | $636,147,718 | 14.1% |
| Other | $509,820,511 | 11.3% |
| Sovereign Bonds | $424,098,478 | 9.4% |
| Derivatives | $667,729,519 | 14.8% |
| Total | $4,511,685,940 | 100.0% |