Experience and Leadership
Transfer of experience and knowhow gained from decades of successful business practice and top management leadership
Independent Advice and Support
Independent expert guidance to private clients, entrepreneurs and corporate managers of private banking and wealth management organizations on designing, choosing, implementing or correcting strategies as well as monitoring the results; project support and sparring partner in the corporate development process
Fiduciary Responsibility
Protection of private clients and their service providers from multiple conflicts of interest within the mainstream financial industry; therefore StratValue does not offer asset management services
Practice and Theory
First hand best practice, sound academic background and access to a broad network of specialists in asset management, legal and tax advice
Tools for Success
Setting new standards in the delivery of customizable Wealth Management front and middle office platforms. Boosting your firms's productivity with process driven, cost effective and easy applications. Web based Client Relationship Management Systems, proprietary analysis and support tools for the professional practitioner and small to medium size financial intermediary firms. Swiss hosting including SSL certificate, data encryption and exceptional password requirements