Avalor Investment Ag
- Regulatory AUM
- $2.2B
- Discretionary
- $2.0B
- Clients
- 522
- Avg AUM / client
- $4.3M
- Accounts
- 522
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 522 | $2.2B | 100.0% |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Knabenhans, Walter, Georg | Chairman Of The Board Of Directors | Oct 2011 (15y) | 5% – 10% | |
| Von Koss, Patrick, Karl, Erich | Relationshipmanager | Oct 2011 (15y) | 10% – 25% | |
| Schwizer, Martin, Christoph | Member Of The Board Of Directors | Jul 2012 (14y) | Less than 5% | |
| Mueller Wildi, Carole, Nmn | Relationship Manager | Jan 2015 (12y) | Less than 5% | |
| Roemer, Anja, Nmn | Relationshipmanager | Jan 2016 (11y) | 10% – 25% | |
| Jordan, Amaury, Nmn | Founder Of Advisory Council | May 2021 (5y) | 25% – 50% | |
| Schaedler, Beat, Nmn | Chief Executive Officer | May 2021 (5y) | 10% – 25% | |
| Leutwyler, Dany, Nmn | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Mueller, Andrea Reto, Nmn | Relationship Manager | Jan 2024 (3y) | 5% – 10% | |
| Perrot, Gregor, Martin | Chief Investment Officer | Jan 2024 (3y) | Less than 5% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 930 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Bank Julius Bär & Co. Ag $585M (26% of AUM) Feb 2026
- Credit Suisse Ag $324M (14% of AUM) Feb 2026
- UBS $292M (13% of AUM) Feb 2026
- Bank Vontobel Ag $279M (13% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗