GVAdvisors offers a comprehensive and integrated approach to wealth advisory, designed to serve complex financial structures across multiple jurisdictions, asset classes and custodians. Our services combine strategic advisory, institutional-grade analysis and advanced reporting to deliver clarity, control and long-term value.
Our wealth management approach is grounded in long-term capital preservation and growth. Portfolios are built through disciplined asset allocation, rigorous risk management, and a clear understanding of each client’s objectives, constraints, and time horizon.
We operate under an open-architecture framework, allowing us to select investment solutions freely across asset classes, geographies, and strategies, without conflicts of interest.
Our investment process is supported by access to institutional-grade research tools and independent data sources, ensuring a rigorous and well-informed decision-making framework.
We act as a trusted advisor and investment manager, overseeing the design, implementation, and ongoing monitoring of client portfolios.
Our role encompasses strategic asset allocation, portfolio construction, investment selection, and continuous risk oversight. We ensure consistency and discipline throughout market cycles while maintaining close and direct engagement with our clients.
Client assets are held with a select group of top-tier private banks in Switzerland and internationally.
We maintain long-standing and robust relationships with these institutions, enabling efficient custody arrangements and seamless coordination across multiple jurisdictions, while preserving full independence in investment decision-making.
Our open-architecture model allows flexibility in the selection of custodians and portfolio structures. Our long-standing relationships with these institutions also allow us to secure competitive terms for our clients.
Below is the list of institutions we partner with:
Pictet & Cie
Julius Baer
Lombard Odier
JP Morgan
Edmond de Rothschild
J. Safra Sarasin
UBP
CA Indosuez
Gonet & Cie
Capital Union Bank
Our private markets offering is designed to complement traditional portfolios by providing selective access to private investments across real assets, private equity, and private debt.
Opportunities are sourced through long-standing relationships with experienced general partners, as well as through proprietary and off-market situations. Selectivity, alignment of interests, and disciplined risk assessment are central to our approach.
We provide access to private investments in real assets with a focus on tangible, income-generating, and asset-backed strategies.
Areas of focus include:
Industrial and logistics
Hospitality
Residential
In addition to traditional real estate, we selectively invest in specialised hard assets that serve essential operational or public-service functions, such as aviation assets used in emergency response, rescue operations, or fire suppression.
These investments are typically characterised by long-term contractual frameworks, predictable cash flows, and strong asset backing, and are selected for their defensive characteristics and diversification benefits within a broader portfolio.
Our private equity exposure spans a range of strategies and stages, allowing for diversification across market environments:
We partner with established managers demonstrating disciplined capital deployment, strong governance, and a proven ability to generate top-quartile returns across cycles.
Private debt strategies are selected to enhance portfolio income while maintaining a strong emphasis on capital preservation.
Areas of focus include:
Senior secured lending
Mezzanine financing
Convertible debt
Each opportunity is assessed with particular attention to borrower quality, structural protections, and downside risk.
Our private markets platform is built on relationships with over 16 established general partners across real estate, private equity, and private debt strategies.
These long-standing partnerships provide our clients with access to carefully selected investment opportunities, including both fund investments and bespoke transactions, supported by thorough due diligence and ongoing monitoring.
A comprehensive and transparent view of assets is an essential component of effective wealth management.
We provide clients with consolidated reporting across custodians, asset classes, and investment vehicles, offering a clear and structured overview of their entire financial situation. This includes liquid and illiquid assets, public and private investments, across multiple banking relationships.
Our reporting framework supports informed decision-making through clear performance analysis, risk monitoring, and transparent asset allocation reporting, with reports tailored to each client’s specific needs.
