Uptovalue Asset Management
Uptovalue is a leading swiss wealth management company authorised and regulated by the swiss Financial Market Supervisory Authority (FINMA).
Uptovalue Asset Management
Uptovalue is a leading swiss wealth management company authorised and regulated by the swiss Financial Market Supervisory Authority (FINMA).
A job, a passion
We work with the most prestigious management companies which allows us to have portfolios composed exclusively of high-quality products.
Security and Specialisation
Investing with us means combining the security of a prestigious swiss custodian bank with the expertise and specialisation of an independent asset manager.
A solid and independent trusted partner.
Our task is to support Private and Institutional clients in realising their financial goals by providing a highly qualified, always professional, innovative and transparent service.
Our Solutions
About us
Uptovalue Asset Management is a Swiss Asset Management company authorised by FINMA, the supervisory body for asset managers. We operate in compliance with Federal and EU regulations, and have voluntarily adhered to the Code of Ethics issued by the Swiss Bankers Association, as well as the US FATCA (Foreign Account Tax Compliance Act) procedures. In addition, the company is affiliated with the Ombudsstelle Finanzdienstleister (OFD) mediation body pursuant to Art. 77 of the Audit Ombudsman Act.
Wealth Management
For more than 20 years, we have been working alongside our customers as a reliable and competent partner, accompanying their decisions and supporting them in achieving their financial goals. The satisfaction and trust of our clients are our pride and represents our highest gratification. Uptovalue is a solid reference point for entrepreneurs, professionals, HNWI investors, Family Offices, and also for families who want a high-quality, long-lasting and trustworthy professional relationship.
Our Values
Passion, commitment, reliability and competence are the values we put into our work on a daily basis. Passionate about our job, we are convinced that we can only exercise it successfully through high specialisation.
We handle capital invested with us as if it were our own, knowing the value of work and commitment. In an industry that is predominantly made up of numbers, we believe that the centrality of the person, with his needs, aspirations and dreams, is important. For this reason, we offer our customers quality service. professional, competent and transparent.
Uptovalue Services
Our job is to manage your assets with expertise. However, we know that each investor represents a center of different personal and professional needs and interests and it is for this reason that in order to guarantee complete and quality consultancy we also offer family office services and partnerships with expert professionals in different fields.
Our expertise
We work daily to offer you tailor-made solutions aimed at protecting and increasing your capital. We know the commitment and talent with which you have created your wealth and it is for this very reason that we manage it with the utmost competence and respect.
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