Preserving values.

As an owner-managed asset management company, we think in long-term dimensions. Also for you as our client. Because assets that have often been acquired over long periods of time should be preserved and passed on to future generations.

Our highly motivated employees and flat hierarchical structure ensure high operational effectiveness and flexibility. This enables us to react to customer requirements promptly and to implement them individually. Listening and understanding is the basis of every customer relationship. We take the time for detailed and comprehensive discussions and attach great importance to personal continuity in our advisory services.

Thanks to our independence, we act free of cumbersome corporate structures and product interests. This sharpens our eye for the essentials – especially for the sustainability of our investments.

Key stages:


Launch of PRIME VALUES Ethical Fund by Dr. Höller Vermögensverwaltung


Hauck & Aufhäuser Privatbankiers acquires Dr. Höller Vermögensverwaltung AG and merges with existing subsidiary in Switzerland


Hauck & Aufhäuser (Switzerland) Ltd. bases 100% of its offering on sustainable investment criteria


By means of a management buy-out, the management and employees take the opportunity to set up the company completely independently. Change of name to Arete Ethik Invest AG.