Category: Investments and funds. Country: Switzerland.
ARVEST is an independent Swiss financial group at the lake of Zurich specialising in asset management for private persons. ARVEST Privatbank AG and the fund management company ARVEST Funds AG in Pfäffikon SZ as well as the asset management and fiduciary company ARVEST AG in Richterswil work hand in hand in order to provide our demanding clientele a comprehensive financial support.
Investment philosophy: Arvest’s trustworthy investment philosophy. In our group we look after your money as if it were our own. We invest client assets and our own in accordance with the same guidelines and manage both by exactly the same principles. Thanks to this consistent investment philosophy, we are able to devote our full attention to the benefit of our clients. Independent research. We develop our investment decisions in cooperation with the portfolio managers of the whole Arvest Group. This way we ensure that you discuss your investment concerns with a competent partner. Furthermore, our research serves only our asset management clients, and we consciously refrain from publishing investment recommendations. In this way we avoid any conflicts of interest resulting from sales-oriented research reports. Fee structure for own initiative. Clients entrusting their safekeeping accounts to the Arvest Group have the choice of three different fee structures covering the whole range: either an administration fee calculated on the assets only or, a profit participation of 10 % of net asset growth without any further administration fees or, the very popular compromise. We will impose profit participation only 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 achieving an above-average performance. Your needs therefore become our concern. Should the administration of your safekeeping account be carried out within the Arvest Group, then Arvest Privatbank will not charge the usual safekeeping account fees. We would like to inform you in detail about our long-term orientated fee structure which stood us in good stead in good times and bad since 1972. Low basic fees and a fair profit participation - in our experience the best motivation in order to work in your interest day after day. Comprehensive asset management. Comprehensive asset management is the strength of the Arvest group. We consider asset management to be a matter of trust. Arvest clients are demanding private individuals who put security first and have long-range investment horizons. Besides continuous asset management we offer our clients comprehensive financial advice. Our experts for inheritance, tax and trust services will provide you with tailor-made solutions for tax optimisation and the transfer of your assets to future generations...
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