ARKAIM SA customizes its services and adapts asset management strategies to its clients’ individual needs. The company focuses on two key objectives: asset protection and performance.

We:

• analyze your tolerance to risk, time horizon, tax issues and legal matters
• design a portfolio that meets your every need and fulfils your investment objectives
• give you access to a selection of the best investments through the network we have developed
• provide you with stable relationships within the ever-changing private management sector
• develop a relationship based on trust, thanks to high quality standards and skilled expertise
• manage complex personal, family and business banking situations

We offer:

Discretionary management – a solution for clients wishing to entrust the management of their assets to our team of experts.

After an in-depth analysis of your financial position, including an assessment of your risk profile and your risk appetite, specific family, tax and legal situation, we design an investment portfolio tailored to your individual goals.

Advisory Management – our advisory investment service is aimed primarily at experienced investors who have the time and the necessary financial know-how to play an active role in managing their portfolio. We provide regular investment proposals with periodic follow-up from our experts, allowing clients to maintain control over their investment decisions.

Estate planning – a management of complex personal, family and business banking situations by creating an estate plan, that allows clients to minimize the chance of future family conflicts, and that meets their financial goals.