A shared path
‘A company’s greatest asset is its customers, because without customers there are no companies’ (Michael LeBoeuf)
We know that entrusting one’s assets to management is something really important, which has roots in the past but is closely connected to the future and the generations to come. We are aware of this and for this reason we are naturally inclined to carry out our activity with the professionalism and dedication of those who respect its importance.
Independence
Uptovalue is not linked to any banking, insurance or industrial group. This independence ensures investors autonomous decision-making in their management choices and the absence of conflicts of interest. Our independence is an important guarantee, for us but above all for you, as we have no logic to defend except that of getting the most out of your financial objectives.
Security
We operate in Switzerland. Financially and politically, Switzerland is one of the most stable countries in the world (AAA rating). With a public debt of only 39% of GDP, the country boasts one of the healthiest economic conditions in the world.
We operate through a management mandate approved by FINMA, via leading Swiss and international custodian banks, selecting only the highest quality financial products. Regardless of the service chosen, Uptovalue is not involved in the custody of assets, which will always remain deposited in the client’s trusted bank.
Expertise and Specialisation
Passionate about our profession, we dedicate ourselves exclusively to the activity in which we excel: wealth management. The skills we have acquired and the experience we have gained are a guarantee of professionalism, continuity and success, as attested by the loyalty and esteem of our clients and major banking institutions.
Respect
We manage the capital you invest with us as if it were our own. The assets you entrusted to us are the fruit of your hard work, commitment and talent and thus, deserve respect and gratitude. Being aware of your trust, we follow you with passion and always offer you a quality service, professional, competent and transparent.
