NOVALTUS Advanced Investment System

Higher returns and lower volatility through technological innovation

NOVALTUS AG

Asset Management

Our company philosophy is centered around patience.

Decades of experience in banking taught us that emotions are never a good guide in the world of finance.

Our strategy is based on research and analysis of:

  • fundamental and quantitative values of various asset classes,
  • the quality of funds, stocks and bonds,
  • the development of currency exchange rates,
  • macro-economic developments,
  • world politics,
  • regulatory changes.

The combination of classic analysis and algorithmic models makes NOVALTUS AG a unique asset management company.

Together we design the asset allocation and strategy best suited to your personal needs. NOVALTUS takes care of the investment decisions and implements them.

We would be pleased to take the opportunity to analyze your needs and expectations during a personal meeting with you – free of charge and without obligations.

Research

NOVALTUS AG utilizes various in-house developed software tools to analyze and design various quantitative investment strategies.

This software helps us test new ideas and create modern and stable portfolio strategies.

  • NOVALTUS AIS
  • Benchmark

History

In the 1960’s we were part of a foreign bank in Switzerland and we grew to its core team over the upcoming four decades.

In 2007 it was time for a change. With over 190 years of combined experience in banking we decided to focus not only on our core business, but also to cover other needs of our customers in a comprehensive way.

  • We provide a complete service package from a single source.
  • Consistency and trust are important to transit into the coming decades with future generations.

Team

Gian Carlo Staehelin
  • Co-Founder, Honorary President
Giovanni Battelli
Giovanni Battelli
  • Chairman of the Board of Directors
  • Co-Founder
Karl Knüsel
Karl Knüsel
  • Vice Chairman of the Board of Directors
  • Co-Founder
Leonardo Todaro
Leonardo Todaro

Executive MBA,
Certified financial analyst and portfolio manager (CIIA)

  • Co-Founder
  • Portfolio Management, Research
Yoshimi Takano
Yoshimi Takano

Master of Science ETH in Computer Science

  • Compliance and Risk Management
  • Research, Development, IT
Enrico Silingardi
Enrico Silingardi

Certified Wealth Manager (SFAA)

  • Relationship Management
  • Portfolio Management, Research
Momoyo Amano
Momoyo Amano

SAQ Wealth Management Advisor

  • Relationship Management

Team

From left to right: Leonardo Todaro, Yoshimi Takano, Enrico Silingardi, Karl Knüsel, Giovanni Battelli

Contact and Client Information

NOVALTUS AG
Löwenstrasse 69
8001 Zurich
Switzerland

Tel. +41 44 885 77 77
Fax +41 44 885 77 76

info@​novaltus.​ch

Google Maps

As a portfolio manager according to Art. 17 of the Financial Institutions Act (FinIA), NOVALTUS AG is duly licensed by the Swiss Financial Market Supervisory Authority FINMA. The ongoing supervision is carried out by the supervisory organisation OSFIN.

NOVALTUS AG is affiliated with the independent ombudsman office Ombudsstelle für Finanzdienstleister (OFD), which is recognised by the Federal Department of Finance.

NOVALTUS AG is audited and reviewed by the auditing company Fides Experta AG both in terms of supervisory law and in terms of obligations.

Client Information according to FinSA