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DirectoryFinance & InsuranceExternal Asset ManagementZurichARTIS partner AG
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ARTIS partner AG

Summary

About the company

The core activity of Artis Partner is wealth management and investment consulting for private clients. They offer individual solutions and personal advice to help clients achieve their financial goals. The company's partners have many years of experience in the financial industry and provide their services independently and autonomously.

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Products & services

Industry:External Asset Management
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Wealth management
Wealth management with analysis of the client profile, investment proposals, and tailored support; depending on needs, also closely linked with consulting and strategy development.
Consolidation of assets
Consolidation of accounts, securities, mortgages, pension funds, and life insurance; holistic analysis, use of optimisation potential, and reduction of unnecessary risks.
Investment advisory
Investment advisory for investing a portion of assets; well-founded assessment, justification of decisions, and support in implementing investment plans.
Regulation, compliance and risk management
Regulation, compliance, and risk management for independent wealth managers on the platform; support in regulatory and risk-related operations.
Portfolio management
Portfolio management for independent partners; monitoring and administration of portfolios within the platform services.

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Location

Gessnerallee 28
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-255.934.924
Founded
2017 · 9 years
Last commercial register change
June 2, 2026
Employees
11 to 20

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