Wealth advisory, designed for you
At Valoria Capital, every wealth profile is unique. With EUR 35 billion in assets under management and a team of more than 100 wealth advisers and wealth engineers, we support individuals, executives and business owners with strategies shaped around their situation, ambitions and future.
My background as a business lawyer and former notary, together with our team of wealth engineers, allows us to support each client in structuring, protecting and passing on their wealth. Our aim is to build lasting strategies adapted to every situation, with rigorous support alongside our wealth advisers.
Céline Ojeda
Rhône-Alpes Director and Head of Wealth Engineering
We select partners, insurers, asset managers, issuers, underlyings assets and structured product mechanics with exacting standards to build an investment offering of excellence for our advisers and their clients. This ongoing search for quality, based on a rigorous and global analysis, makes it possible to propose innovative, relevant wealth solutions aligned with each client's objectives.
Antoine Cassius de Linval
Head of Partnerships and Product
Private wealth management is above all a relationship of trust, built on listening and understanding your objectives. Our mission is to preserve, grow and pass on your wealth through a tailored strategy designed to fit today's goals and tomorrow's challenges.
Matthieu Bassompierre
Head of Private Banking
wealth advisers
private banking specialists
wealth engineers
Your wealth is the result of your decisions, commitment and success. It deserves a strategy that matches your ambitions.
At Valoria Capital, we support executives, entrepreneurs and families in structuring, developing, protecting and passing on their wealth. Because every situation is unique, we build tailored strategies based on a global view, full independence and a lasting relationship of trust.
By combining financial performance, personalised support and proactive monitoring, we make managing your wealth a smooth and reassuring experience. Your wealth should be a source of opportunity and peace of mind, never a burden.
We design coherent investment strategies to grow your capital while controlling risk.
We identify arrangements and strategies to improve the tax efficiency of your wealth within the regulatory framework.
We build solutions to maintain your standard of living and anticipate future financial needs.
We support you in putting in place arrangements to secure your spouse, children and family wealth.
We prepare the transfer of your wealth to anticipate civil and tax issues while respecting your wishes.
We remain at your side to adjust your strategy as your personal, professional and wealth situation evolves.
We design coherent investment strategies to grow your capital while controlling risk.
We identify arrangements and strategies to improve the tax efficiency of your wealth within the regulatory framework.
We build solutions to maintain your standard of living and anticipate future financial needs.
We support you in putting in place arrangements to secure your spouse, children and family wealth.
We prepare the transfer of your wealth to anticipate civil and tax issues while respecting your wishes.
We remain at your side to adjust your strategy as your personal, professional and wealth situation evolves.
