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DirectoryFinance & InsuranceExternal Asset ManagementZugArter Asset Management AG
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Arter Asset Management AG

Summary

About the company

The core activity of Arter Asset Management AG is to provide wealth management services to high net worth (HNW) and ultra-high net worth (UHNW) clients, their families and companies. This includes the development of investment strategies, portfolio management, risk monitoring, compliance with regulatory requirements and cost minimization. The company also offers services such as opening and managing bank accounts, consolidating reports and selecting banks.

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Offering

Products & services

Industry:External Asset Management
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Asset Management
Four core allocations and eleven core strategies tailored to objectives, risk profile and capital structure; discretionary mandate, advisory and execution-only as engagement formats.
Family Office
Capital structuring and succession, Family Constitution and governance, development of the next generation, and a central point of contact for the family.
Banking & Compliance
Account opening and ongoing support via partner banks, KYC profiling, compliance support and negotiation of all-in fees; operational processing instead of advice.
Discretionary mandate
Portfolio management within an investment strategy agreed with the client; ongoing control of the investments according to objectives and risk profile.
Advisory mandate
Investment proposals with execution of the transactions; the final decision on the investment remains with the client.

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Location

Baarerstrasse 137
6300 Zug
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-372.357.218
Founded
2018 · 8 years
Last commercial register change
July 9, 2026
Employees
11 to 20

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