ARTER Asset Management AG
FINMA-licensed independent asset manager in Zug (est. 2018) with offices in Zurich and Lugano; runs discretionary allocation mandates and a family-office practice.
Identity
- HEADQUARTERS
- Zug, Switzerland
- OFFICES
- Zurich, Switzerland · Lugano, Switzerland
- FOUNDED
- 2018
Investment approach
- STRATEGIES
- Public equities
Overview
ARTER Asset Management AG, established in 2018, is an independent Swiss asset manager licensed by FINMA under FinIA and supervised by OSFINcontrol, with offices in Zug, Zurich and Lugano. It offers three practices: asset management built on four model allocations and eleven core strategies, family-office services (structuring, succession, governance), and banking and compliance support across partner banks. Since January 2026 it is registered with the UK FCA under the Berne Financial Services Agreement.
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
ARTER Asset Management AG is a multi family office based in Zug, Switzerland, founded in 2018.
ARTER Asset Management AG does not publicly state whether it invests directly or through funds. Its stated asset mix includes public equities.