Our expertise
By carefully observing the markets, we anticipate trends and offer personalised and adapted investment solutions. Our goal is to protect your wealth while generating long-term performance.
Our expertise also focuses on the transmission and preservation of multigenerational assets.
Wealth & Asset Management
Analysis of your assets and identification of performance objectives
Large choice of custodian banks
Discretionary management mandate available in CHF/EUR/USD or other currencies upon request
Optimisation of costs and risks
Reporting and administrative support
Wide range of asset classes: Private Equity, Private Debt, Fund Management, Digital Assets
Family Office
Administrative management of your life projects
Real-estate
Estate planning
Life insurances
B2B Solutions
Discover our B2B offer intended for qualified investors. Our securitisation solutions allow you to access a range of investment products on the public, private or digital markets with higher thresholds and without bank issuer risk.
Contact us to find out more.
Risk management
The Risk & Compliance function of Arcus Finance is provided by Berclaz & Associés.
The financial services provided are subject to the Federal Act on Financial Institutions (FinIA) and to the Federal Act on Financial Services (FinSA). Arcus Finance is affiliated to the self-regulatory body of AOOS Société Anonyme Suisse de SurveiIlance, website www.aoos.ch, which is itself authorised and controlled by FINMA.
The AOOS monitors and controls Arcus Finance in order to ensure compliance with laws and best practices in its activity as a wealth manager.
Arcus Finance SA is affiliated with the mediation organisation OFS Ombud Finance Suisse, website: ombudfinance.ch
Arcus Finance provides investment advice and wealth management services independently of banks and financial product providers. No exclusivity relationship is established. Arcus Finance offers a range of mandates with different investment strategies adapted to the financial and personal situation of its clients.
A company governed by Swiss law, Arcus Finance SA is a member of the Swiss Association of Wealth Managers (SAM).
