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Valartis Group AG
rue de Romont 29/31
Phone: +41 417607020p:+41 417607020 FRIBOURG, 1700  Switzerland Ticker: VLRTVLRT
Business Summary
Valartis Group AG is a Switzerland-based company active in the financial sector. It focuses on wealth management. It also provides advisory and banking services within corporate and structured finance and develops, implements and manages investment products. The Company’s core markets include Central and Eastern Europe, the Middle East and selected countries in North and South America as well as Asia. The Company divides its services into two segments: Private Clients, providing private banking activities in Switzerland, Austria and Liechtenstein, as well as investment advisory; and Institutional Clients, providing asset management and real estate activities for asset management funds and investment companies, real estate funds and property companies, as well as corporate and markets. The Company operates a number of subsidiaries based in Switzerland, Austria, Liechtenstein and the Untied States.
(Source: 10-K405)

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
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Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
6/30/202412/31/2023Yes----

Industries
SIC Code Description
6211 Security brokers, dealers, and flotation companies
6282 Investment advice
6719 Offices of holding companies, not elsewhere classified

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman and Delegate of the Board of Directors Gustav O.Stenbolt 66 1/1/2018
Executive Vice Chairman of the Board of the Directors PhilippeLeibundgut 51 4/1/2020 1/1/2005
Non-Executive Member of the Board of Directors OlivierBrunisholz 69 1/1/2019 5/15/2018
Non-Executive Member of the Board of Directors DianaStenbolt 33 5/16/2023 5/16/2023

Business Names
Business Name
AIBC Anglo Irish Bank (Austria) Kapitalanlagegesellschaft mbH
Anglo Irish Bank (Austria) AG
Oz Holding AG
Valartis Bank (Austria) AG
Valartis Group AG
VLRT

General Information
Number of Employees: 39 (As of 12/31/2023)
Outstanding Shares: 2,767,217 (As of 6/30/2024)
Shareholders: 80,680
Stock Exchange: SWF
Fax Number: +41 417607019


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Wednesday, November 20, 2024