Independent Wealth Management from Basel

Estoppey Value Investments

Do you want your investment advice to be personal, transparent and independent? Your wealth management as well?


Estoppey Value Investments is at your service for all your concerns regarding investment strategies and wealth management in Basel and the surrounding area.


Together with you, I develop solutions that are tailored to you. If you wish, I will then implement your wealth strategy and manage it with a great deal of know-how.

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Your Advantages with Estoppey Value Investments

Would you like to receive personal, individual and at the same time completely independent advice? Then you will find what you are looking for at Estoppey Value Investments. I love analyzing complex situations and deriving optimal and individual strategies from them - my years of experience are an essential help in this. The investment philosophy of Estoppey Value Investments is based on these cornerstones:

Value Investing

Through value investing, we achieve sustainably high returns - and minimize investment risks along the way.

Diversification & Safety

With a sound investment strategy, we ensure a balanced investment portfolio that matches your individual risk profile.

Individuality & Quality

You have your goals and values - I develop a wealth strategy that is precisely aligned with them.

Advice with Consistency

I review your wealth strategy on an ongoing basis - as soon as something changes in the market, I inform and advise you.

Always There For You

It is crucial that we discuss all strategically important decisions together - and sometimes we have to react quickly. That's why I'm available for you at all times.

Any Questions?

I am looking forward to meeting you!

Contact me without any obligation!

Your Securities - from the Official Side


Estoppey Value Investments AG has received the official authorization as a Portfolio Manager by  FINMA (Swiss Financial Market Supervisory Authority). This entitles us to offer individual asset and wealth management and investment advice - all in accordance with the Financial Institutions Act FinIA.


In addition, Estoppey Value Investments AG is also supervised by Fincontrol Suisse AG. This ensures that we comply with all rules of conduct: in accordance with the Financial Services Act FinSA and the Anti-Money Laundering Act AMLA.


Copartner Revision Ltd. regularly verifies that this is really the case with an on-site audit.

Independent Wealth Management

This Is Why Independent Is Best

Many financial service providers are salespeople rather than financial advisors and merely show their clients predefined financial products to achieve their own performance goals. At Estoppey Value Investments, your wealth management company from Basel, it's different:


I am not tied to any external financial service providers and therefore offer you completely independent advice - from investment advice to wealth management. I do not accept any remuneration from third parties (retrocessions) and thus act 100% in your best interest!

Your Wealth Management from Basel: All Investing and Wealth Management Services from a Single Source

At Estoppey Value Investments, private wealth management also means investment management and investment advice. Thanks to my broad experience in wealth management, I can offer you all advisory and management services from a single source.


First we define and agree on a sensible and individual investment advice and/or wealth management strategy. Then, in consultation with you, I take care of the execution and continuously monitor the processes - always with your long-term financial success in mind.


This Is How Wealth Management from Basel Works at Estoppey Value Investments:

How Wealth Management from Basel Works at Estoppey Value Investments

Wealth Strategy - Tailored To You

Investing money is a very personal matter. That makes it all the more important to find an individual investment strategy that fits your life situation and personal goals.


This starts with a non-binding initial meeting, where we can get to know each other. The subsequently developed strategy - tailored to your needs - serves from then on as the basis for investment decisions and for building a successful portfolio. I will be happy to advise you on various investment options and take over the execution and management for you, if you so wish.

You have around-the-clock online access to your investments and can monitor them transparently and in real time: This gives you full control and an overview of your assets at all times.

Three in One Service

At Estoppey Value Investments, wealth management also includes investment management and investment advice. Thanks to my broad experience in wealth management, I can offer you all advisory and management services from a single source. This way you benefit from three services in one.

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Terms and Conditions

Transparency and trust are the be-all and end-all in financial matters. It is therefore essential for me to offer you fair conditions - without hidden fees or pitfalls. Thanks to our collaboration with Swissquote, you benefit from attractive conditions and low deposit and transaction fees.

Some details:

  • Management Fee: 0.25% of assets under management per quarter
  • Performance Fee: 10% of net profit with a high watermark*
  • Custody Fees: max. 0.025% with a maximum of CHF 50 per quarter
  • Transaction Fees: starting from CHF 9.- depending on the transaction volume and asset class
  • Retrocessions: to maintain my independence, I do not accept any kickbacks or finder's fees - any retrocessions will be credited to you in full.


*In the event of negative performance, profit sharing is not levied until the assets have returned to the level they had before the first negative performance (high watermark).

FAQ's:

  • What Does Private Wealth Management Mean?

    Private wealth management includes all financial services related to the management of private financial assets. Wealth management is geared to the individual needs of the client meaning the asset manager puts together the investment portfolio according to the personal goals and requirements of the client. In addition to the client's goals, the wealth manager takes the client's current financial situation and willingness to take risks into account based on the client's financial plans and individual values.


    In concrete terms, this means that a private wealth manager always takes the circumstances and personal wishes of his or her clients into account in all considerations and solutions. After all, wealth management is much more than the purely yield-oriented management of shares and other financial investments.

  • Why Is Wealth Management Needed?

    Wealth management helps you to optimise your situation regarding to investments and asset allocations. With a long-term investment strategy, your assets remain fully invested and can compound over the long term. An independent wealth management company carries out a precise analysis of your financial situation and determines an investment strategy based on your needs. In turn, you benefit from their investment expertise in allocating your assets across selected investments as well as in the continuous monitoring of your investments.


    As a result, you may save a lot of time and energy since you would not have to find, evaluate and monitor the investment opportunities and potential returns yourself. In addition, you can be sure that your assets will be retained and compound over time.

  • Why Engage an Independent Wealth Manager?

    An independent wealth manager acts in your interest - and not in that of a bank or insurance company. This means: He is your personal contact who advises and represents you to the best of his knowledge and belief, and not a mere seller of financial products.  An independent wealth manager does not receive any commissions, bonus payments, kickbacks nor hidden fees from third parties, but is compensated based on a transparent fee schedule. This ensures that the wealth manager always has the same interest as you -  your financial success!

  • What Do the Services of an Asset Manager Include?

    A wealth manager proceeds like this: First, we would discuss the investment framework and if you agree, finalise it in a wealth management contract including your personal risk and investment profile. Then, he opens a  custodial account  in your name which he manages  for you. You will receive your own access  credentials to your custodial account with your own IBAN and account number.


    The wealth manager is able to manage your money in this custodial account. This means that the wealth manager has a so-called management mandate for this custodial account and can thus work with your money and/or invest it in accordance with to your investment strategy. Only you may make deposits and withdrawals. With your access to this custodial account, you have full control and insight into your custody account and your investments at all times.

  • How Safe is My Money?

    Your money is held in a well-capitalised Swiss bank. Your assets will always belong to you, because even if the bank goes bankrupt, they will NOT be part of the bankruptcy estate. The bank only holds these  in a custodial account for you, you remain the owner of the account's invested assets. The asset manager cannot transfer your money or assets to another account, only you as the customer can do so.

  • What Are the Benefits with Estoppey Value Investments?

    You receive a trustworthy, competent partner who will act in your best interests and personally accompany and advise you on investment matters. At Estoppey Value Investments, wealth management includes:

    • the ongoing review of your investments
    • individual wealth management
    • sound investment advice

    And all this from a single service provider.

  • What Can I Expect from Estoppey Value Investments?

    Wealth Advisory:


    Depending on your circumstances and your financial situation, you will receive specific suggestions for your optimal wealth and investment strategy.


    Investment Advice Including Portfolio Check:


    If you are an investor with an already existing custodial account, you may wish to have your portfolio independently reviewed for profitability, costs, and security. You will receive a 

    detailed evaluation of the cost/benefit and opportunity/risk ratio of your existing investments, as well as suggestions for future investment decisions. 


    Wealth Management:


    Wealth management is to be understood as a complete package: With me as your external wealth manager, you have a permanent, personal contact person at your service for investment matters. I regularly review your investment strategy and adjust it if necessary. In addition, you will receive a detailed report in a personal appointment at regular intervals, including personal advice. 

  • I Want to Invest My Money, What Is the Next Step?

    First we will meet for an initial, non-binding meeting during which I would like to get to know you and your financial goals. In the foreground stand your personal expectations and needs, so I can tailor my service to you individually. At the same time, you also have the opportunity to get to know me and to clarify any open questions.

  • Is there a Minimum Term for the Investment?

    There is no minimum term. After all, it is your money: You can decide freely and at any time what to do with it. This means you can withdraw money from the custodial account at any time if necessary.

  • Who is Estoppey Value Investments Ltd Overseen by?

    Estoppey Value Investments AG has been officially licensed as a Portfolio Manager directly by the Swiss Financial Market Supervisory Authority (FINMA).


    Authorisation is only granted to those who meet the following requirements:


    • Adequate organisation
    • Qualified managing director with at least 5 years of professional experience and appropriate training 
    • Fulfilment of capital requirements
    • Ensuring the proper continuation of business operations
    • Affiliation with a Financial Services Ombudsman

    In addition, Estoppey Value Investments AG is supervised by the  FINcontrol Suisse AG. This ensures that all rules of conduct pursuant to the Financial Services Act, FinSA are being complied with. 


    Furthermore, regular and extensive on-site audits are carried out. In addition, each qualified managing director is required to attend annual training courses in this regard.


    This multi-stage process was set up after the 2008 financial crisis and has been in force since 1 January 2020. The aim is to ensure a maximum protection possible for clients.

Sustainable Wealth Management with Estoppey Value Investments

Do you place great value on individual wealth management for your finances? Would you like personal, trustworthy advice that focuses on your financial situation and your financial goals?


Then choose Estoppey Value Investments from Basel. I will always advise you personally: This way you will receive investment advice and wealth management tailored to your very needs.


Contact

Olivier Estoppey
Estoppey Value Investments
Steinentorberg 18

4051 Basel

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