Avalor Investment Ag (Zurich)

Name: Avalor Investment Ag
Address: Loewenstrasse 3, Zurich, 8001
Telephone: 41 (0)43 443 8383

Avalor Investment Ag is a large advisory firm based in Zurich. It manages $1.54 billion of regulatory assets for 434 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New Hampshire.

Avalor Investment Ag provides portfolio management for individuals and small businesses and advisors to av global opportunities fund, investment consolidation and reporting including for assets not under management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Avalor Investment Ag: assets under management

The assets under management (AUM) of Avalor Investment Ag is $1.54 billion. The firm's AUM has grown by 12% since the beginning of its operation, and $1.53 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.29 billion in discretionary accounts and $256.56 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.34 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.35 million.

Investments

The firm invests in exchange traded securities the most. They account for 35% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 26% of the firm’s portfolio. Investments in pooled investment vehicles form 16% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Avalor Investment Ag for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Avalor Investment Ag serves?

The only and largest group of clients of Avalor Investment Ag is high net worth individuals with 434 clients and $1.54 billion of assets under management. Among the 4 most similar advisory firms, Avalor Investment Ag has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.54 billion for 434 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 98% of the firm’s clients are foreign persons or businesses.

Avalor Investment Ag doesn't advise any private funds.

Careers at Avalor Investment Ag

The company employs 17 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Andrea Reto Mueller has served as the Chief Investment Officer since 1 Jan 2012 and Amaury Jordan is the Chief Executive Officer of Avalor Investment Ag family office. Anja Roemer joined the executive team most recently as the Relationshipmanager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Amaury Jordan	Chief executive officer	1 May 2005	25% - 50%	6625874
Walter Tobler	Relationshipmanager	1 May 2005	Other	6633935
Roger Rothenbuehler	Relationshipmanager	1 May 2005	Other	6633938
Beat Schaedler	Relationshipmanager	1 May 2010	Other	2955148
Patrick Von Koss	Relationshipmanager	1 Oct 2011	Other	6633940
Walter Georg Knabenhans	Chairman of the board of directors	1 Oct 2011	Other	3074172
Andrea Reto Mueller	Chief investment officer	1 Jan 2012	Other	6925859
Martin Christoph Schwizer	Member of the board of directors	1 Jul 2012	Other	6637113
Gregor Jakob Ackermann	Chief compliance officer and chief operations officer	1 Mar 2014	Other	6625878
Anja Roemer	Relationshipmanager	1 Jan 2016	Other	6925855

Based in Zurich

The principal office where Avalor Investment Ag performs its advisory services is located at Loewenstrasse 3, Zurich, 8001, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 41 (0)43 443 8383 or by fax 41 (0)43 443 8390. The normal business hours are 08.00 - 17.00 on Monday - Friday. You can find more information about the New York firm at avalor.ch.