Ivo Roos

Ivo Roos is a Swiss finance executive associated with Valterna AG, the Baar-based wealth manager formerly known as Asset Management Partners AG. Public registry and business-profile sources list Valterna as active in fund management / investment management and providing investment advice; LinkedIn lists Valterna as founded in 1996 and headquartered in Baar, Zug.

Roos was CEO and co-owner/partner of Asset Management Partners AG before the firm rebranded to Valterna AG in early 2023. A 2021 Albert Koechlin Stiftung announcement described him as CEO and co-owner of Asset Management Partners AG and noted that he had completed several higher-level finance qualifications, including a Master of Advanced Studies in Private Banking & Wealth Management.

In 2013, Roos and Marianne Kirchhofer led the management buyout of Asset Management Partners / Valterna from its earlier ownership context. In July 2023, Valterna announced that Roos stepped down as CEO on his own initiative, with René J. Brunner taking over as of July 1, 2023; Roos remained involved as a board member and focused on client service.

Outside Valterna, Roos serves on the board of the Albert Koechlin Stiftung. AKS announced in March 2021 that he was elected Quästor, succeeding Robert Grüter; AKS materials since then have identified him as an AKS foundation-board member at environmental-prize ceremonies.

• Valterna’s positioning is wealth-management led, not disclosed as a direct seed-investment fund. The firm describes itself as an independent Swiss financial boutique focused on client proximity, agility, transparency, and long-term wealth advisory.
• The firm’s stated Valterna name rationale combines “value” and “alternative”; Roos said the firm aims to create value partly through alternative investments and private-market investments.
• Valterna emphasizes private-market access for clients. In a 2024 market note reposted by Roos, the firm described itself as a strong advocate of private-market investments and said it seeks attractive long-term returns through access to leading private-market actors.
• Valterna’s disclosed service focus includes strategic wealth advisory, asset allocation, manager selection, family-office services, pension planning, real-estate financing, and investment funds.
• No verified public source found a personal seed-stage check size, direct VC mandate, or named thesis for Roos as an individual startup investor.