Services

 

The principal services of Arlan are described below:

 

  • Wealth Management services for private high net worth individuals, trusts, family offices and foundations (Arlan has the platform as well as the business partners needed to support the requirements of any substantial investor) (read more)

  • As a Swiss regulated financial intermediary, Arlan provides Portfolio Management and Advisory Services for investment funds (hedge funds and equity funds) as well as for clients who prefer discretionary mandates based on a personalized investment risk profile and individual investment strategy (read more)

  • A significant number of wealthy families are delegating the management of their financial affairs to a professional Family Office. Arlan offers tailor-made services structured around the Family's needs and requirements. The services include administrative support, management of income and expenses, monitoring of third-party financial providers and planning for future generations (read more)

  • Arlan offers general Business Management services to assist organizations in the monitoring and in the improvement of their corporate results. All services may be performed on behalf of the client directly or on a fiduciary basis whereby Arlan serves in the capacity of a Board Member or Advisor to the Principals (read more)

In summary, Arlan provides the following financial and corporate services:

  • Management Services to Board Members and Principals

  • Project and Financial Analyses

  • Investment Advisory Services

  • Wealth and Portfolio Management Services

  • Portfolio and Investment Analyses

  • Performance Measurement and Compliance Monitoring

In connection with the above services, Arlan offers:

  • Accounting and Reporting Services

  • Financial Studies and Evaluations

  • Back-Office and Administration Services

  • Fiduciary and Trust Services

  • Information Technology Services

All activities are monitored and reported to the client, according to a predefined and approved business arrangement.

Arlan makes a concerted effort to maximize a client's efficiency through creativity and the exchange of knowledge and experience from both internal as well as external sources.

Arlan's performance, experience and reputation have enabled the Company to become a privileged partner of many international clients.

 "Competition today is not between products; it is between business models."

International Services

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