Independent asset manager · Lutry
VALAZZA Planification & Gérance de Patrimoines
FINMA-licensed portfolio manager (FinIA)
IDE/UID CHE-109.980.197 · Supervisory organisation : OSIF · checked on 16 October 2026
IDE/UID CHE-109.980.197 · Supervisory organisation : OSIF · checked on 16 October 2026
Address : Chemin de Fenix 124, 1095 Lutry
- Minimum investment
- not disclosed
- Fee model
- not disclosed
- Independent
- yes
- Office
- Lutry
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Key facts
| FINMA licence | FINMA-licensed portfolio manager (FinIA)Source : FINMA, 16 October 2026 |
|---|---|
| Supervisory organisation | OSIF – Organisme de surveillance des instituts financiersSource : FINMA, 16 October 2026 |
| UID number | CHE-109.980.197Source : Commercial register (Zefix) |
| Legal form | Entreprise individuelleSource : Commercial register (Zefix) |
| Address | Chemin de Fenix 124, 1095 LutrySource : Commercial register (Zefix) |
Not yet published by the firm : phone, website, activity (google), google listing, accessibility, minimum investment, fee model, assets under management, languages, founded, team, non-resident clients, US persons, custodian banks. Add it
Purpose in the commercial register
Conseils financiers et gérance de fortunes.Source : Zefix
Location and opening hours
Chemin de Fenix 124, 1095 Lutry
Sources
- FINMA — list of authorised institutions (16 October 2026)
- Commercial register (Zefix)
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