The Multi-Family Office (MFO) oversees all matters pertaining to our client families' estates and trust companies. This entails defining family values and objectives and structuring the family wealth accordingly in order to ensure a smooth transition to the next generations. In doing this, the MFO will also provide a whole range of services such as consolidating, supervising and reporting on the performance of all assets (financial and non-financial) and advising on taxation, risk assessment, and succession planning.
Since its foundation, the company has remained wholly privately owned, and run by two Swiss families. This is the base of its independence.
Apricus Finance is a member of the Swiss Association of Asset Managers (SAAM). This implies that Apricus Finance conforms to Swiss and international norms with respect to the law on money-laundering (LBA), and that it is subject to rigorous and regular controls.
Philosophy & Commitment
Apricus Financea's pricing structure is transparent and our clients benefit directly from the conditions that we are able to obtain from our service providers (depository banks, investment funds, etc). Apricus Finance never takes a commission or financial incentive from any bank, broker or fund manager and has no commercial ties to any particular financial-services provider. This means investment decisions are based solely in the interest of each client and the investment objectives defined by the client.
Circumstances, requirements and wealth of every Apricus Finance client differ greatly. We conduct a comprehensive assessment of client's financial situation, including their objectives and risk profile, in order to build an individually tailored, performance driven, tax-efficient wealth strategy focusing on long-term growth that can protect the interests of clients and their heirs.
Apricus Finance prides itself on its long-term relationships with clients. Our dedicated wealth managers and family experts know their client's estate, family and business intimately. Our advisors are always available to offer guidance and to help tackle any issue faced by clients.
Monitoring and transparency
We rigorously monitor and adjust the portfolio to ensure it matches the investment profile objectives set out in the client's mandate. Clients can receive a full statement with a detailed breakdown of their assets. Clients are regularly updated in person on the state of their finances and receive regularly, or on request, a detailed report on the performance.
Trust and confidence
Against a backdrop of uncertainty in financial markets and a breakdown of trust within the banking sector, it is reassuring for clients to know that the interests of their financial advisers are closely aligned with their own. We only engage with solid institutions that share our values in financial best practice and customer privacy.