Mandate & appetite
- Preferred strategies
- Fixed Income, Hedge Funds, Infrastructure, Private Credit, Private Equity
- Target geographies
- Europe
- Typical ticket
- $2m–$10m
- AUM
- Undisclosed
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Montvalor Partners AG ist eine inhabergeführte Boutique-Vermögensverwaltung und Multi-Family-Office mit Sitz an der Bahnhofstrasse Zürich, Schweiz. Wir begleiten Unternehmerfamilien, Nachfolger und vermögende Privatpersonen bei der langfristigen Sicherung und Strukturierung ihres Vermögens. Unser Ansatz ist unabhängig, frei von Zielkonflikten und konsequent kundenzentriert. Wir bieten persönliche Betreuung, strategische Klarheit und Zugang zu einem erprobten Netzwerk von Fachexperten. So helfen wir unseren Kunden, ihr Lebenswerk zu bewahren, es erfolgreich weiterzugeben und zukunftsfähig auszurichten.
Unlock mandates & allocation signals
See Montvalor Partners AG's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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