The core activity of Artis Partner is wealth management and investment consulting for private clients. They offer individual solutions and personal advice to help clients achieve their financial goals. The company's partners have many years of experience in the financial industry and provide their services independently and autonomously.
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Industry:External Asset Management
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Wealth management with analysis of the client profile, investment proposals, and tailored support; depending on needs, also closely linked with consulting and strategy development.
Consolidation of assets
Consolidation of accounts, securities, mortgages, pension funds, and life insurance; holistic analysis, use of optimisation potential, and reduction of unnecessary risks.
Investment advisory
Investment advisory for investing a portion of assets; well-founded assessment, justification of decisions, and support in implementing investment plans.
Regulation, compliance and risk management
Regulation, compliance, and risk management for independent wealth managers on the platform; support in regulatory and risk-related operations.
Portfolio management
Portfolio management for independent partners; monitoring and administration of portfolios within the platform services.
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