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Arfina Capital.

Arfina Capital Ltd is a Swiss company based in Zurich and was founded in March 2014 by former employees of a major Swiss bank. As an independent asset management company with unique and proven expertise in the Spanish private banking market and the Swiss financial centre, we are able to focus exclusively and objectively on individual client needs and to provide tailor-made solutions. Arfina Capital SA is an asset manager and also offers family office services.

Based on the mandate, we provide our clients with advice and manage their wealth and financial interests – clients’ assets are always held at a bank of their choice. Arfina Capital SA is a member of the Swiss Association of Asset Managers (SAAM), which is subject to supervision by the Swiss Financial Market Supervisory Authority (FINMA).

We consider our work as a craft – at Arfina Capital SA, we are able to dedicate ourselves wholly to our clients thanks to our passion, years of experience and expertise in addressing individual issues on a daily basis. We focus our activities on our clients and their personal requirements and constantly pursue optimum performance. We take responsibility for all this.

Mission.

We want to contribute to the sustainable wealth planning of our clients by supporting them over several phases of life and generations, thereby creating added value for the family.

Vision.

To be a respected and recognized company by all our clients, service providers, supervisors, and interest groups linked to the activity of our company. To create an entity that lasts in time, that is socially responsible, and that, through transparency in all its communications, allows the interested party to make their own decision.

We focus our activities on our clients and their personal requirements and constantly pursue optimum performance. We take responsibility for all this.

Values. Philosophy.

We live the values that are important to us every day in our work: independence, expertise, discretion and respectful personal interaction.

We are able to do this because:

As an independent asset management company, we are not tied to any institution or product and therefore are not faced with conflicts of interest.

We take the time to get to know our clients properly and we want our clients to get to know us, so that we can enjoy a trustworthy, long-term and successful partnership.

We pursue a long-term and conservative investment approach, in which preservation of the capital base takes top priority. In order to achieve this goal, we insist on a stable core portfolio that we supplement with innovative elements.

We access market information and analyses from a wide variety of sources/providers and therefore do not depend on the opinion of a single institution.

We are also a family office. Arfina Capital Ltd. will consistently support you with the issues and targets that we determine together through personal contact and transparent communication.

We are convinced that only by adopting a personal and respectful approach are we able to act in your best interests.

Expertise. Services.

Arfina Capital SA’s core services include investment advice, asset management, portfolio and risk analysis, consolidation and strategic asset allocation. Through our network of partner companies, we also offer services in succession planning, taxes, inheritance issues, fiduciary services, real estate and legal matters. On request we are happy to act as your personal family office.

Investment Advice.

You have a personal interest in financial matters, but wish to benefit from our expertise and experience when it comes to investment selection and asset allocation. The final investment decision is yours – we ensure your orders are processed accurately and promptly.

Investment Advice.

You have a personal interest in financial matters, but wish to benefit from our expertise and experience when it comes to investment selection and asset allocation. The final investment decision is yours – we ensure your orders are processed accurately and promptly.

Asset Management.

You want to be sure that your financial assets are in professional hands and that your personal investment strategy is implemented competently, independently and free from any conflicts of interest. Based on an analysis of your overall situation, we will establish an investment profile as the basis for your tailor-made investment strategy.

Asset Management.

You want to be sure that your financial assets are in professional hands and that your personal investment strategy is implemented competently, independently and free from any conflicts of interest. Based on an analysis of your overall situation, we will establish an investment profile as the basis for your tailor-made investment strategy.

Consolidation & Strategic Asset Allocation.

Thanks to our family office service, you can spend more time on the important things in life. Family office services comprise a wide range of activities, with the core operations focusing on investment reporting, investment control and strategic asset allocation.
By consolidating your assets, we can provide you with a qualitative overview of your wealth. The performance of various asset managers and their compliance with the investment policy is analysed, compared and assessed, taking into account the defined investment strategy. We provide you with in-depth proposals of how you can best meet your investment goals. We define the strategic asset allocation (i.e. across various asset classes such as equities or bonds) that corresponds to the investment profile in terms of investment goals and risk profile.

Consolidation & Strategic Asset Allocation.

Thanks to our family office service, you can spend more time on the important things in life. Family office services comprise a wide range of activities, with the core operations focusing on investment reporting, investment control and strategic asset allocation.
By consolidating your assets, we can provide you with a qualitative overview of your wealth. The performance of various asset managers and their compliance with the investment policy is analysed, compared and assessed, taking into account the defined investment strategy. We provide you with in-depth proposals of how you can best meet your investment goals. We define the strategic asset allocation (i.e. across various asset classes such as equities or bonds) that corresponds to the investment profile in terms of investment goals and risk profile.

Succession Planning, Fiduciary Services, Taxes, Real State, Change of Residence.

In order to preserve and increase your wealth, targeted planning is required for your assets, tax and inheritance. Thanks to our network of partner companies in Switzerland and abroad, you will receive professional advice for your specific circumstances. We know all the specialists personally and we place high demands on them in terms of quality and service.

Succession Planning, Fiduciary Services, Taxes, Real State, Change of Residence.

In order to preserve and increase your wealth, targeted planning is required for your assets, tax and inheritance. Thanks to our network of partner companies in Switzerland and abroad, you will receive professional advice for your specific circumstances. We know all the specialists personally and we place high demands on them in terms of quality and service.

Why Arfina Capital.

  • A single financial advisor for all your bank accounts.
  •  360º vision of Swiss and international financial institutions.
  •  Great capacity of negotiation with entities, for the resolution of all type of incidences of our clients and defending their interests.
  •  Independent. The objective of our client is ours.
  •  Personal and trustworthy treatment. Maximum confidentiality.
  •  Multilingual team.
  • Great agility due to our structure and advanced technology.
  •  Structure that allows us to guarantee an adequate cost to the service that our client receives.
  •  And finally, and most importantly: it allows you to optimize the management of your time, to be able to dedicate to your company, profession, business and family.

Team. People.

Our passion is to provide the highest level of private banking for our clients. Independent, trustworthy, confidential and personal. Our team brings together more than 100 years of banking experience.

OLIVER STÄDLER
Oliver Städler (1967) has studied economics and business administration (HWV – UAS Zurich). As a founding partner of Arfina Capital SA, he is responsible for comprehensive advice and personal customer service as well as for finance, human resources, Legal and regulatory compliance.
Oliver Städler has about 25 years of banking experience, primarily in Credit Suisse’s private banking area. He was head of the Representation Office in Houston for three years and head of the Spain Desk in Zurich for seven years, where he most recently worked as a Senior Relationship Manager. He is married, has two children and enjoys sports including cycling and skiing.
PABLO IGLESIAS
Pablo Iglesias (1974) is a federally certified financial analyst and asset manager/Certified EFFAS Financial Analyst. As a founding partner of Arfina Capital SA, he is responsible for comprehensive advice and personal customer service as well as for investment policy.
Pablo Iglesias has 23 years of banking experience with more than 10 years in Sales & Trading. From 2006 he was a Senior Relationship Manager in Private Banking, exclusively for the Spanish market. He is married, has two children and enjoys cooking for his family and friends.
MARCEL PILLARD
Marcel Pillard (1972) has studied economics and business administration (HWV – UAS Baden) and holds a master degree in law (LL.M. – University of Edinburgh). As a founding member of Arfina Capital Ltd, he dedicates his time fully to comprehensive advice and personal customer service.
Marcel Pillard has more than 15 years of banking experience. He worked in Credit Suisse‘s Private Banking area for 13 years, most of which he spent as a Senior Relationship Manager for the Spain Desk in Zurich. He has two sons and is interested in literature, history, gastronomy and wine.

We are looking forward telling you more about us and our services

Arfina Capital Ltd | Nüschelerstrasse 31 | CH-8001 Zürich | Tel +41 43 344 62 11 | Fax +41 43 344 62 00 | welcome@arfina-capital.com | www.arfina-capital.com
   Member of the Swiss Association of Asset Managers | SAAM