Aside from the management of liquid assets, holistic wealth management includes additional aspects such as risk management, asset allocation and hedging, succession planning and the investment and control of other assets, such as private equity, real estate or art. The Arminius Private Wealth Management AG therefore pursues a comprehensive wealth management approach based on a comprehensive understanding of financial planning and provides asset management and financial planning services for wealthy private clients.
As a company which is privately owned and independent from third-party interests, we offer active wealth management and select investment products, according to a strict "best-in-class" approach, from the entire palette of investments. To protect our independence and neutrality in the best interest to our clients, we do not create or use our own products.
Furthermore, Arminius Private Wealth Management AG specialises in managing financial assets from the perspective of ‘socially responsible investing’, and manages tasks for both private clients and non-profit foundations within this area.
The foundation of our business is a complete understanding of our client’s goals, risk expectations and other parameters. With our active wealth management approach, we rise to the challenges of both our clients and the capital market, ensuring that investment remains within the clearly defined risk parameters agreed with the client, and other investment guidelines. As well as providing regular, comprehensive written reports, we are also personally available for our clients at all times.