Capital deserves a steady hand and a clear ledger.
Valence Private Wealth Management manages discretionary and advisory portfolios for families, founders and institutions. Every position, contribution and return is visible to you the day it happens.
Three ways to work with us
Whether you delegate entirely or keep the final say, the underlying research, execution and reporting is the same.
Discretionary management
You set the objective and constraints; our investment committee handles allocation, manager selection and rebalancing across global markets.
- Model and bespoke mandates
- Daily NAV reporting
- Bespoke Private Portfolios
Advisory mandates
Keep the final decision while drawing on our research desk, trade execution and portfolio construction tools for every position you hold.
- Idea generation & research
- Execution across major global exchanges
- Direct Relationship Desk
Family office services
Consolidated reporting, succession structuring and philanthropy support for families holding assets across multiple jurisdictions and generations.
- Multi-entity consolidation
- Trust & succession liaison
- By appointment
Balanced Composite, year by year
A strategic blend of our fund universe, reported gross of advisory fees. The same return database powers every figure in the client portal.
| Selected funds | 2026 YTD | 3-yr annualised | Since 2019 |
|---|---|---|---|
|
Global Developed Equity Fund
GDEQ · Equity
|
+7.4% | +17.8% | +144.8% |
|
European Private Credit Fund
EPCR · Alternatives
|
+5.2% | +8.7% | +81.5% |
|
Gold & Precious Metals Fund
GOLD · Commodities
|
+14.8% | +23.7% | +207.9% |
|
EUR Investment Grade Bond Fund
EUIG · Fixed Income
|
+2.4% | +5.0% | +18.3% |
A deliberate, documented process
No product pushing, no opaque fee layers. Four steps, repeated with discipline.
Understand
A structured discovery of your objectives, liabilities, time horizon and genuine tolerance for drawdown — documented as an investment policy statement.
Construct
We build the portfolio from a vetted universe of funds and direct securities, sizing each position against its contribution to total portfolio risk.
Report
Every valuation, contribution and return figure is published to your portal daily, with time-weighted and money-weighted returns shown side by side.
Review
Formal reviews each quarter with your relationship manager, plus rebalancing whenever allocations drift beyond agreed tolerance bands.
Start with a conversation, not a pitch
Tell us what you are trying to achieve. We will tell you honestly whether we are the right firm for it.