Wealth management Apricus Finance

Wealth management


Wealth Management

Achieving your goals need not depend on chance. At Apricus Finance, our aim is to offer you tailored solutions that meet your needs. Our variety of skills and recognised experience offer you the assurance of long-term asset growth.

Wealth planning
Portfolio strategy
Management mandates
Additional services

Wealth planning

Wealth structuring

Choosing the appropriate structure depending on how you hold your assets.

Estate planning

Preparing for the transfer of wealth between generations in the best possible conditions.

Tax and legal aspects

Planning for legal and tax developments in a constantly changing world.


Optimising your tax residence based on developments in your personal life or business activity.

Portfolio strategy


Comprehensive coverage and ranking of objectives.

Approach and management

Analysis of your needs and detailed bespoke management.

Asset allocation

Applying the appropriate investment strategy and putting together your portfolio.

Skills and experts

Development of a close relationship with a manager dedicated to monitoring your investments.

Management mandates

Determining your needs

Guidance in an increasingly technical environment.

Discretionary mandate

Drawing on the skills and financial analysis of our expert managers.

Advisory mandate

Providing sophisticated investors with our expertise and oversight.

Managers and support

Trusted partners in the management of your wealth at each stage of your life.

Additional services

Accounts and custodians

Dealing with banking, administrative, technical or legal procedures.

Digital services

Access to your investments and relevant information at all times.

Credit solutions

Advice and support on your personal or professional projects (mortgages, Lombard loans, etc.).

Publications and content

Information and advice on markets, trends and international economic conditions.

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