The company is one of the middle size independent asset managers in Switzerland.The company's principles are centered on timely and efficiently servicing of its clients through the creation of long-term relationships based on confidentiality, trust, accuracy of information, security of transactions, fundamental / technical analysis for portfolio construction and custodian relationship. Our clients' services include upon request and ad hoc:compilation and presentation of investment strategies, risk analysis-performance attribution,monitoring the selected investment strategies and tracking their ongoing performance daily, regular presentation of the investment results to clients and evaluating opportunities recommended for investment by third parties. The vision is to provide our clients with consistent, imaginative and flexible investment services,tailor-made to achieve their investment and financial goals with low risk / volatility approach.
View Top Employees from NOVALISfinance SA| Website | http://www.novalisfinance.ch |
| Revenue | $1 million |
| Employees | 4 (4 on RocketReach) |
| Founded | 2007 |
| Address | 1 Rue De L' Eglise Catholique, Montreux, Vaud 1820, CH |
| Phone | +41 21 963 75 00 |
| Technologies |
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| Industry | Financial Services, Insurance |
| SIC | SIC Code 64 Companies, SIC Code 641 Companies, SIC Code 637 Companies, SIC Code 63 Companies |
| NAICS | NAICS Code 525 Companies, NAICS Code 52 Companies, NAICS Code 5251 Companies |
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NOVALISfinance SA Questions
The NOVALISfinance SA annual revenue was $1 million in 2024.
4 people are employed at NOVALISfinance SA.
NOVALISfinance SA is based in Montreux, Vaud.
The NAICS codes for NOVALISfinance SA are [525, 52, 5251].
The SIC codes for NOVALISfinance SA are [64, 641, 637, 63].
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