Helping to shape the future.
Are you a private individual looking for ethically, socially and environmentally responsible investment opportunities?
Do you want to actively influence the future of society and the environment positively with your investments?
When it comes to investing, do you value responsibility just as highly as the opportunity for above-average returns over the long term?
Then you have come to the right place.
Arete Ethik Invest AG’s services are independent of banks. They are based exclusively on the individual needs of the customer – in combination with our ethical guidelines.
Our asset management services
- Disciplined sustainable asset management according to your specifications starting from CHF 500’000 / EUR 500’000
- Personal advice regarding investment strategies, taking into account specific investment objectives and risks
- Portfolio and risk analyses of current assets with regard to performance, costs and risks
We would be pleased to support you in investing your capital in a ethical, sustainable and value-enhancing way.
Before we start, we analyse and define your personal risk profile together with you and determine your investment strategy. Only then do you entrust us with the responsibility for the careful and active management of your assets. According to your investment profile and market conditions, our investment specialists work with your capital. For you and for a sustainable future.
Sustainable financial planning
Financial planning is the comprehensive analysis of your financial situation, taking into account retirement planning, taxes and inheritance law. We can show you with this analysis how you can successfully implement your personal plans and goals.
We cooperate with renowned partners and provide demand-oriented support in each phase of the process.
Sustainable pension planning
What you decide today will determine your standard of living tomorrow. We will be happy to advise and support you on all matters relating to your retirement.
In the field of pension planning, we cooperate with renowned partners and accompany you at each phase according to your needs.
