Swiss asset management boutique Arvy has received approval from the Swiss Financial Market Supervisory Authority (FINMA) to operate as a wealth manager. The founding team, who previously worked for a multi-family office, announced the news in an email. Arvy has also launched its flagship financial product, the Equity Strategy Fund. The company’s founders, Florian Jauch, Patrick Rissi, and Thierry Borgeat, have been friends for years and have been working together for five years. Prior to starting their own firm, they were part of the investment team at Zuger Tramondo Investment Partners, the asset management arm of Dr. J. Bollag & Cie, another multi-family office based in Zug.
Arvy describes its investment approach as a hybrid one, combining fundamental and technical data to invest in quality stocks worldwide. The company aims to provide a comprehensive wealth management service to its clients.
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| Information | Details |
|---|---|
| Geography | Europe |
| Countries | 🇨🇠|
| Sentiment | very positive |
| Relevance Score | 1 |
| People | Patrick Rissi, Thierry Borgeat, Florian Jauch |
| Companies | Finma, Citywire, Dr. J. Bollag & Cie., Arvy, Zürcher Asset-Management-Boutique, Zuger Tramondo Investment Partners |
| Currencies | None |
| Securities | None |
