Mandate & appetite
- Preferred strategies
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- AUM
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- Real-asset allocation
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Investor profile
VALUEworks AG, founded in 2004 and based in Zurich, is an independent multi-family office specializing in holistic wealth management, family governance, risk management, and philanthropy for affluent families. Led by CEO Kecia Barkawi, it emphasizes values-based, personalized investment consulting.
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