Experience that has deep roots

With Uptovalue you benefit from specialised asset management that meets your needs based on more than 20 years of experience and a strong trustworthy relationship with clients.

We are the ideal partner to accompany you in the world of investments. Relying on us means having a competent partner on your side who will guide you through the complexities of the financial sector. Uptovalue Asset Management stands for safety, reliability and solidity.

Asset management of institutional and private investors

We manage your portfolio with a tailor-made approach in relation to your financial objectives with a strong focus on risk management and product selection with a ‘best in class’ approach

Management of AMCs and fund advisors

We are advisors to Luxembourg funds and manage AMCs using alternative strategies that are not correlated to traditional financial market trends to provide additional value even in the most volatile moments of the financial markets

Private Insurance Policy Managers

Uptovalue Asset Management is an accredited manager with leading international Private Insurance groups including Lombard International Assurance and Wealins (Foyer Group)

Structuring of certificates

For years we have been a solid reference point in the structuring of Certificates. We work with the world’s most prestigious issuing banks to meet the needs of the most demanding clients

Safe and Transparent

Our clients will benefit from the security of a prestigious swiss bank and the expertise and specialisation of a qualified wealth manager. Whatever service you choose, the custody of the assets will always remain with your trusted bank. Our commitment will be to professionally manage your assets through the custodian bank’s platform, always in line with your risk profile.

Why we make a difference

Our management strategies have a single objective: to provide excellent returns over time, with controlled volatility and consistent risk management. We strive to find the best sources of profitability through financial instruments of proven quality while paying great attention to cost containment. Through our activity you can delegate the analysis, the selection of the best investments and the constant monitoring of your portfolio to our management team. We have experienced the greatest rises in the financial markets as well as the deepest falls, but we know what we do!