At Aratica Wealth, we are dedicated to helping our clients preserve, grow, and seamlessly transfer their wealth across generations. As a partner-led firm, our leadership is actively engaged in delivering personalized wealth management solutions tailored to each client's unique goals and circumstances.
In a landscape where many institutions rely on standardized financial planning, we take pride in our client-first approach — offering bespoke strategies built on trust, long-term relationships, and a deep understanding of individual aspirations. At Aratica, wealth management is more than numbers — it's about building legacies with care, integrity, and strategic vision.
"We are convinced that sustainability will be a major performance driver over the coming years and we want to help our clients benefit from this trend"
- Senior Managing Partner
At Aratica Wealth, we provide customized, high-conviction portfolio management designed to meet the needs of our clients—wherever life takes them. Our investment strategies are shaped by a deep understanding of both global markets and local dynamics, executed by expert teams who bring insight, rigor, and agility to every portfolio.
We offer both discretionary and advisory investment mandates, empowering you to choose the level of involvement that best aligns with your goals and lifestyle.
With our discretionary mandates, we take on the responsibility of managing your investments on your behalf. Our process begins with an in-depth understanding of your financial objectives, risk appetite, and long-term vision. From there, our wealth managers and investment specialists design and actively manage a portfolio that aligns with your goals, allowing you to benefit from timely decisions, research-driven strategies, and continuous oversight—without the day-to-day complexity.
Prefer to remain closely involved in your investment decisions? Our advisory mandates give you full control over your portfolio, supported by ongoing expert guidance. Your dedicated wealth manager will offer personalized advice based on your location, objectives, and market outlook. For clients seeking even greater access to our expertise, we offer enhanced service levels that provide direct insights from our investment team, ensuring you stay informed and empowered every step of the way.
At Aratica Wealth, portfolio management is not just about returns—it's about partnership, transparency, and long-term success.
At Aratica Wealth, we take a progressive and highly personalized approach to wealth management—designed around your life, your priorities, and your future. We understand that your wealth serves multiple purposes: supporting your lifestyle today, funding long-term ambitions, and securing your family's tomorrow.
Rather than relying on a one-size-fits-all investment portfolio, we create a series of dedicated portfolios—each aligned to a specific financial goal. Every portfolio is crafted with a unique time horizon, asset allocation strategy, and independent risk profile to ensure it meets its intended purpose effectively.
Your preferences, values, and constraints shape each investment decision, while overall risk and asset allocation are managed holistically across your entire wealth structure. This goal-based, forward-looking strategy ensures clarity, control, and confidence—every step of the way.
We think of ourselves as more than asset managers; we also act as active investors, tracking down opportunities for our clients - even in difficult market environments.
- Managing Partner
At Aratica Wealth, we believe true wealth management goes far beyond simply constructing a portfolio. It starts with a deep understanding of your life—your ambitions, your responsibilities, and the legacy you wish to build.
Our approach is both global and highly personal. We begin by getting to know you—your family dynamics, professional journey, lifestyle, and future aspirations. This relationship-driven foundation allows us to design bespoke, long-term strategies tailored to your financial goals and evolving needs.
Our experienced wealth planners conduct thorough diagnostics that consider every aspect of your life, from career plans to family commitments, business ventures to retirement objectives. By aligning your wealth strategy with your personal circumstances, tax considerations, and country of residence, we ensure your wealth is managed with precision, foresight, and flexibility.
At Aratica, we don't just manage wealth—we help you shape your future.