Our Advantages

Trust

We consider asset management to be a matter of trust. Apart from comprehensive supervision and support your account executive will find solutions for your individual needs in the field of private banking. He consults the specialists within our group in order to tailor the ideal solution for you.

Family

As a family-owned enterprise we know about the values that allow us to share success and master difficult times jointly. Therefore, you will to feel at ease with us.

Entrepreneurship

A well organised and experienced team and the complete business control by the managing family members render an efficient and reliable implementation of your requests possible.

Discretion

Your individual data is in good hands since we do not outsource any of our business. Additionally, your relationship manager administers your assets with a small loyal team within the bank and the internal network is completely disconnected from the internet lines.

Competence

We develop our investment decisions in co-operation with the portfolio managers of the whole Arvest Group. This ensures uniform and consistent investment decisions by competent partners.

No conflicts of interests

Furthermore, our research serves only our asset management clients, and we intentionally refrain from publishing investment recommendations. In this way we avoid any conflicts of interest resulting from sales-oriented research reports.

Responsibility

Profit participation only comes into play after all possible losses of previous years have been fully recovered. This is a decisive factor. We are thus equally as interested in avoiding losses as in achiev-ing an above-average performance. Your needs, therefore, become our concern.

Transparency

We invest the assets of our clients in accordance with strict guidelines mainly in direct investments. Simplicity, transparency and cost efficiency are key words when investing our clients' money. Hence, we generally do not invest in complicated or structured financial products.

Integrity

We speak with one voice only and rely on exactly the same guidlines, procedures and investment decisions when we invest the bank's own funds.

ARVEST Privatbank AG, Churerstrasse 82, CH-8808 Pfäffikon SZ