The core activity of Arcus Finance SA is wealth management and investment advice for private individuals, families and institutional clients. The company offers tailored investment strategies, asset management services and risk management to meet the needs of its clients.
AI-generated
Offering
Products & services
Industry:Financial Services
✓ Offered5
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Wealth analysis, discretionary portfolio management mandates in CHF/EUR/USD or other currencies on request, optimisation of costs and risks, consolidated reporting and access to several custodian banks.
Investment Advisory
Investment advice tailored to the risk profile and time horizon, with selection of investment solutions and asset classes according to the client’s needs.
Family Office
Administrative services, support with the management of life projects, advice on philanthropy, capital preservation, real estate and estate planning.
B2B Solutions / Creation of AMCs
Platform for creating customised AMCs, access to investment products on public, private or digital markets, with expert advice for qualified investors.
Wealth Planning and Transfer
Support for the transfer, preservation and estate succession planning of multi-generational wealth, with solutions tailored to family structures.
Knowledge
No knowledge articles yet
Once Arcus Finance SA has claimed this profile, we'll publish editorial articles and case studies here together.