Wealth management for private individuals

Asset
management for private individuals

Arete Ethik Invest focuses on long-term, prudent planning when it comes to your financial future.

As an asset manager, we take a holistic view of your finances as part of our wealth management services. Our wealth management services also include sustainable asset management in the area of pensions, financial planning and retirement planning.

Sustainable asset management

As part of an asset management mandate, we take over the investment and management of your available assets, with a disciplined and consistent focus on ethics and sustainability.

Our services for private individuals at a glance:

  • Portfolio and risk analyses of your current investments with regard to the performance, costs and risks of the products used
  • Asset management according to your specifications (from CHF 500,000 / EUR 500,000 with individual securities)
  • Personal advice on the selection of suitable investment strategies
  • Consideration of specific investment objectives and risks
  • Use of sustainable strategy portfolios in euros or Swiss francs with varying degrees of equity exposure
  • Investment universe consisting exclusively of ethically-sustainable securities

Ethical investing for your retirement provision

Would you like to give meaning to the power of your pension assets?

In Switzerland, the two funds “Arete Ethik Global Equity CHF” and “Arete Ethik Global Balanced CHF” can be invested in all Swiss banks for your pillar 3a assets.

In Germany, you can invest in the EUR funds “PRIME VALUES Income” and “PRIME VALUES Growth”, for example with the “Green Pension” from Stuttgarter Versicherungen.

Portfolio management in 3 steps:

  • We analyze and evaluate your individual risk profile together in a personal meeting and derive the investment strategy that is right for you
  • We take responsibility for the careful and active management of your assets
  • Our portfolio managers are passionate about investing your assets in companies and countries that not only meet our strict ethical standards, but also offer attractive returns. To achieve a double return for you: financially and with a positive effect for a better world.

Sustainable financial planning

Financial planning is the comprehensive and interlinked analysis of your financial situation, taking into account pension provision, taxes and inheritance law. You will find out how you can successfully implement your personal plans and goals. As part of our financial planning, you will receive

  • Professional advice from experienced financial planners
  • a clear presentation of your financial situation
  • a concept with suggestions for measures to optimize your finances
  • Long-term planning of income and expenditure
  • Support with implementation and long-term monitoring

In the area of financial planning, we work together with renowned partners and provide you with needs-oriented support in the individual phases.

Sustainable pension planning

Would you like to give meaning to the power of your pension assets?

In Switzerland, the two funds “Arete Ethik Global Equity CHF” and “Arete Ethik Global Balanced CHF” can be invested in all Swiss banks for your pillar 3a assets.

In Germany, you can invest in the EUR funds “PRIME VALUES Income” and “PRIME VALUES Growth”, for example with the “Green Pension” from Stuttgarter Versicherungen.

We will be happy to advise you. Give us a call.

Contact

Ethics Research

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