High quality investment and wealth management solutions for individuals, families and institutional clients since 1998.
YOUR NEEDS
Management
Entrust the management of your assets to a qualified and professional structure.
Advice
Receive tailor-made investment advice adapted to your needs.
Optimisation
Optimise your costs and expenses related to the management of your assets and your investments.
Investments
Have access to a wide range of investment products and solutions that are both traditional and innovative.
An independent and impartial approach to wealth management permits us to work in the best interests of our clients.
TAILOR-MADE SERVICES
Thanks to our team of highly experienced professionals and our extensive network of external partners, we create investment strategies on a discretionary basis.
Our independent and impartial approach to wealth management permits us to work in the best interests of our clients, with the ability to select a range of high-quality investment solutions and asset classes.
Depending on the risk profile and time horizon of each client, Arcus Finance advises a clientele based both in Switzerland and abroad.
More information about our services
Founding date
Employees
Custodian banks
%
Independent
Our values
Trust
Performance
Longevity
Excellence
OUR VISION
Arcus is the Latin word meaning arch. In the foundation of Roman architectural mastery, the arch was a symbol of strength, stability and longevity. This is how we have built and transmitted our know-how and our vision of wealth management through two generations.
OUR MISSION
To become your trusted partner and assist you in all respects in your wealth management objectives.
To work on building your investment portfolio and establish tailor-made investment strategies.
To assist in the transition, transmission and preservation of multigenerational assets.
To establish and maintain a long-lasting relationship with our clients and our partners.
To assist you in the choice of custodian banks and provide total transparency and administrative support.
To ensure appropriate risk management and guarantee the compliance of operations with the regulations in force.
OUR PARTNERS
