Armatus Family Office AG

Overview

Armatus Family Office AG is a Swiss wealth advisory firm that specializes in serving single family offices and affluent families. The firm offers bespoke solutions with a focus on objectivity, extensive expertise, and meticulous attention to detail. As a privately owned entity, Armatus is independent and free from conflicts of interest, ensuring that clients receive unbiased advice tailored to their specific needs. The management team comprises individuals with substantial experience in wealth management, overseeing all company activities. Armatus is regulated and supervised by the Swiss Financial Market Supervisory Authority (FINMA) through its association with Aquila AG, a Swiss entity that provides support in compliance, anti-money laundering, audit, legal, accounting, and IT services. This structure ensures that Armatus operates with the highest standards of professionalism and accountability. The firm's investment approach is comprehensive, offering both advisory and discretionary portfolio management services. In advisory portfolio management, Armatus provides clients with full control over their investment decisions while benefiting from the firm's advisory and execution capabilities. This includes strategic asset allocation, core strategies, specific tactical trades, and risk management. For discretionary portfolio management, Armatus offers various portfolio mandates tailored to clients' objectives, risk profiles, and investment universes. These mandates include risk-profile mandates, tailor-made mandates, and thematic mandates, all designed to meet the unique requirements of each client. Additionally, Armatus offers consolidation and reporting services, providing an objective view of consolidated client holdings across multiple custodian banks, including financial and real assets such as real estate and privately owned shares. Armatus Family Office AG is committed to generating value for its clients in all market conditions. The firm's philosophy centers on delivering personalized wealth management solutions that align with clients' financial goals and values. By maintaining independence and focusing on client-centric strategies, Armatus aims to build long-term relationships based on trust and mutual success. The firm's dedication to excellence and attention to detail have established it as a reputable entity in the Swiss wealth advisory sector, serving the diverse needs of single family offices and wealthy families with professionalism and integrity.

Investment Focus

• Preference for investments in Switzerland
• Focus on private equity, real estate, and public equity sectors
• Interest in growth, late stage, pre-IPO, and buyout opportunities
• Alignment with Armatus's investment philosophy and values

Portfolio Companies