01
PMS
Asset Management
Four core allocations and eleven core strategies, adapted to the client's goals, risk profile and capital structure.
Read further→ART — INTRO 01
EST. 2018
Switzerland · Zug · Zürich · Lugano
Institutional management.
Independence by design.
ART — WHAT WE OFFER 02
Three operational practices for the owner of capital.
02
FOS
Family Office
Capital structuring and succession. Wealth transfer is not reducible to legal shells. Family constitution, governance, development of the next generation — operational parts of the mandate. A single point of contact for the family.
Read further→03
BCS
Banking & Compliance
Account opening and ongoing support across a network of partner banks. KYC profiling, compliance support, all-in tariff negotiation. Operational work, not consulting.
Read further→FINMA
ART — WHAT WE ARE ABOUT 01
Regulated by FINMA in Switzerland and permitted to operate in the UK market under the Berne Financial Services Agreement — for HNWI and Professional Clients.
External audit by Grant Thornton. The licence is the starting line, not the differentiator — but it lets us represent clients to banks as a financial institution, not a broker.
CH
ART — WHAT WE ARE ABOUT 02
Three offices in Switzerland — at the global hub of private wealth management.
Zug · Zürich · Lugano. Swiss jurisdiction is the operational base; the team works across global markets and serves clients through an international network of partner banks.
30+
ART — WHAT WE ARE ABOUT 03
An extensive network of partner banks across Switzerland, Europe, the Americas, the Middle East and Asia.
Among them — UBS, Vontobel, Julius Baer, Barclays, J.P. Morgan, Emirates NBD, DBS. This breadth provides independence and flexibility in selecting the custodian bank — aligned with the client's profile, tasks and objectives.
4·11
ART — WHAT WE ARE ABOUT 04
Four core allocations, eleven core strategies — a flexible and transparent strategy architecture.
We do not build a business around repackaging bank products under our own label with embedded margin. Instead, we apply the portfolio-architecture logic banks use to manage their own positions — making it available to private capital.
ART — POSITION
We believe capital deserves individualised management — not relationship-driven sales of repackaged products. ARTER is built for owners of capital who want what banks build for themselves.
— ARTER · The art of wealth.
ART — HOW WE WORK 03
Five things that make ARTER a different business model.
A FINMA licence and a Swiss address are the starting line for any external asset manager. The real differences sit underneath — in who manages, how they manage, and on whose behalf.
01
Client first — product second.
The first task is not a product presentation but a diagnostic conversation with the client: goals for the capital, horizon, investment experience and knowledge, sensitivity to drawdowns, dependency on portfolio income, tax footprint, assets and liabilities outside the portfolio, particular constraints. This work and its outcome — the risk profile and the investment policy statement — are the foundation on which everything else is built: strategies, instruments, custodians, engagement format.
02
Proprietary research, not buy-the-index.
Proprietary analytical infrastructure for deep analysis across Fixed Income, Equity and alternative asset classes — from credit models and fundamental selection to concentration controls, stress testing and real-time risk monitoring.
03
Institutional product line and global access.
We use the instruments that banks deploy to manage their own positions, and we provide access to them through a network of around thirty partner banks across Switzerland, Europe, the Americas, the Middle East and Asia. Transparent instruments and asset classes only — not “from a single bank's shelf.” Repackaged structured products with embedded issuance margin are not part of our lineup.
04
Compensation built together with the client's results.
Our economics are aligned with the client’s net outcome. It is generated by the quality of portfolio management and preserved through: efficient market access, minimised custody and transaction costs, and a transparent all-in fee model — with no hidden fees, no trade mark-ups, and no retained retrocessions.
05
Family office as an operational practice, not consulting.
Consolidated reporting across all accounts (Expersoft). Family business and holding structures — banking relationships and accounts. Residence and relocation. Inheritance structuring. Full operational support for the family council. Legal, tax and immigration matters — through independent licensed advisors; coordination and follow-through are handled by ARTER. From the initial request to opened accounts and resolved matters — operational work, not consulting.
ART — PRACTICE 04
Engagement formats and Allocation strategies.
Three engagement formats — at the client's choice.
Discretionary mandate — we manage the portfolio within an investment declaration agreed with the client. Advisory — we prepare recommendations and execute trades; the final decision rests with the client. Execution-only — we transmit or facilitate execution of client-initiated orders through the custodian or broker, without providing recommendations. Within a single client structure, formats can be combined as the client's profile and the nature of each asset pool require.
Allocation strategies→ART — TEAM 05
Highly qualified bankers, portfolio managers, credit and equity analysts.
30+
Years on global markets — through every regime.
CFA
Charterholder. MBA, LL.M., MSc credentials across the bench.
6
Working languages across European private-wealth markets.
Behind every client mandate is a professional who previously ran significant portfolios at tier-1 global banks and Swiss private banks. Average team experience exceeds 22 years per person; backgrounds also span regulated external asset managers and investment boutiques.
Credentials that show in the work: CFA charterholder, MBAs from leading global business schools, specialists with LL.M. degrees in international tax and commercial law, and MScs in financial analysis and banking management. Additional expertise covers professional project management (PMP), Private Wealth Management (CWMA), Sustainable Finance & Impact Investing, Data Analytics, and regulatory practice. Team members have led FinSA/FinIA, FATCA, AML and CRS implementation programmes.
Full operational cycle in one team — discretionary portfolio management, credit and equity research, M&A and project-finance advisory, structured products, family-office structuring, banking relations, compliance, operations, and an in-house data-analytics function rare for a boutique. The people who design the strategies and build the portfolios run them, monitor risk on the institutional Portfolio Management System (Expersoft), and have a confidential conversation with the client when the portfolio requires changes.
ART — CAREERS 06
Join the team.
ARTER is selectively expanding. We are always interested in talking to bankers, portfolio managers, credit and equity analysts, family-office and compliance specialists who recognise themselves in the way ARTER works.
Junior Relationship Manager
View full vacancy→Open application — send your CV to jobs@arteramag.ch
ART — INSIGHTS 07
Live from the investment desk.
A market and family-office feed, published on our Telegram channel. Markets, deals, regulation — short notes from the team that handles client custody arrangements and runs their portfolios.
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ART — REGULATORY 08
Regulation and compliance.
ARTER Asset Management AG is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as an asset manager under the Federal Act on Financial Institutions (FinIA). Ongoing supervision is carried out by the supervisory organisation OSFINcontrol AG in accordance with Art. 61 FinIA.
In accordance with Art. 23 FinIA, ARTER Asset Management AG maintains comprehensive insurance coverage with Liberty Specialty Markets (Liberty Mutual Insurance Europe SE) — one of the leading global insurers in the financial lines segment: Professional Indemnity Insurance and Directors and Officers Liability Insurance.
The firm's internal policies include a Code of Conduct — which incorporates key provisions on conflicts of interest (Conflicts of Interest) and best-execution principles (Best Execution) — together with a separate Risk Management Framework. These documents meet the requirements of FINMA and FinIA, the industry standards of the Swiss Bankers Association, and the principles verified during regular inspections by OSFINcontrol AG, as well as during regular audits performed by Grant Thornton. Full policy texts are available on request as part of due diligence procedures.
ARTER Asset Management AG is registered on the UK Financial Services Register under the Berne Financial Services Agreement (BFSA) since January 2026. The BFSA is a bilateral agreement between Switzerland and the United Kingdom on mutual financial services market access, granting Swiss-regulated EAMs direct access to UK High Net Worth Individuals and Professional Clients while remaining under FINMA supervision. ARTER’s services in the United Kingdom are not available to clients categorised as Retail under the FCA Handbook. ARTER’s relevant permissions include portfolio management (A4), reception and transmission of orders (A1), and dealing in transferable securities (C1) and money-market instruments (C2).
In accordance with the requirements of Art. 8ff. of the Financial Services Act (FinSA), we provide an information sheet (see link below), containing a general description of ARTER Asset Management AG and the services it provides.