ALVE FINANCE AG is an independent, privately held financial advisory company founded in November 1997. We are located in Zollikon, just outside of Zurich, Switzerland.
ALVE’s team members have vast experience in fixed income and equity investments, precious metals and derivatives products, as well as in foreign exchange, investment banking, trade finance and private equity.
ALVE is a member of PolyReg, a Swiss money managers‘ regulatory organization.
ALVE’s core activity is to provide tailor made global investment strategies for our clients’ savings, with a strong focus on fixed income and precious metals.
Typically, clients have a long term investment horizon and entrust ALVE with their savings. Consequently, our clients value the capital protection, low volatility and cash flow generated by fixed income investments and prioritize these benefits over stellar investment returns.
All assets always remain in the name and on the existing account of the client. On these accounts ALVE will have a limited mandate (PoA) to buy and sell securities.
By drawing on our network of external specialists and lawyers, ALVE has the ability to support its clients in all financial matters and provide advice in areas such as: Wealth Structuring, Succession Planning, Fiduciary Services and Tax Consulting.