Arise Partners AG is an independent asset manager and family office provider offering bespoke wealth management, portfolio management, consolidated reporting and risk management for high-net-worth and institutional clients. The firm holds a FINMA licence as an asset manager and cooperates with selected custodian banks and third-party partners to deliver investment mandates, lending solutions and reporting services.
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Products & services
Industry:External Asset Management
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Discretionary and advisory mandates, bespoke mandates, execution-only solutions, asset allocation, portfolio management, risk management, reporting and portfolio optimisation.
Family Office
Holistic support for wealthy families and individuals with wealth management, succession and retirement planning, wealth reporting, family governance, next-gen coaching, and coordination of legal, tax and structuring matters.
Investor advisory and strategy
Tailored financial strategies aligned with clients' objectives, risk profile and expectations, with objective and independent advice as well as transparent presentation of costs and decisions.
Reporting and risk monitoring
Consolidated reporting, global consolidation, benchmarking, peer comparison, ESG reporting, risk monitoring and portfolio health checks for asset and family office mandates.
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