Artvera Private Wealth Management

Affluent individuals prefer their financial assets to work hard for them to beat inflation and preserve wealth. Expert guidance is indispensable in achieving these financial objectives. Artvera Private Wealth Management, a professional wealth management boutique caters to the needs of high and ultra-high net-worth individuals and families and their privately-held businesses from across the globe.

Since its inception over a decade ago, the company has adhered to a multi-family office business model that enables it to deliver tailored investment strategies— an approach distinct from private banks and financial institutions offering similar services. Authorised and regulated by the UK Financial Conduct Authority (FCA), it offers wealth planning, alternative investment management, lifestyle and corporate advisory services.

“We focus on a holistic wealth management approach, customised for longer investment term horizons with greater benefits for our clients,” says Artur Bounegra, founding partner and CEO of Artvera Private Wealth Management.

Recognising the challenge of achieving above-average or superior returns solely through traditional asset classes, the company strategically focuses on the niche of alternative asset management. Among alternative investment options, it primarily invests in four asset classes—private equity, credit, real assets and hedge funds.

Aiming for more risk-adjusted returns for clients, Artvera diversifies within these alternative asset classes. Clients can select from a variety of collective investment vehicles, where their money is pooled along with other investors' funds and managed by professionals. Alternatively, they can choose individually managed accounts, where their investments are managed separately according to their preferences and constraints in terms of liquidity, risk appetites and time horizons. These accounts can be opened in tax-friendly jurisdictions like Switzerland or Singapore.

In wealth planning, the Artvera team offers financial planning, wealth structuring, tax planning and legal issues, estate and business succession planning and fiduciary and trust services for clients.

The firm assumes the role of a protector or guardian or gets directly involved in the operations of private trust or family trust companies. This hands-on approach ensures comprehensive asset protection and management.

Understanding that business assets and personal finances often intertwine for high-net-worth individuals, Artvera provides holistic services that address both these aspects of their lives.

To support and advise their businesses at any stage of its life cycle, the firm provides corporate advisory services for client’s businesses at any stage. This includes business sourcing, strategic consulting, advice on mergers and acquisitions and guidance on evaluating and selling businesses.

Artvera’s suite of services is designed to meet the financial management needs of clients’ families too. Its lifestyle advisory services cover the areas of education, healthcare advisory and concierge services.

The firm also assists clients with international relocation, tax residency planning and asset management across various jurisdictions. This prepares clients for cross-country moves and life events such as marriage in different parts of the world.

This bespoke approach is possible due to Artvera's boutique structure, a benefit not typically found in large banks or financial institutions. Unlike these institutions, the firm does not sell its own investment products. It focuses on providing the best available investment and wealth planning strategies to ensure that clients receive unbiased advice tailored to their advantage.

In the near future, Artvera plans to expand its reach in promising markets such as the Middle East and Asia to broaden its global presence and better serve existing and potential clients. Singapore stands out as a potential location due to its strategic position and immense growth opportunities.

Managing client investments and overseeing all financial aspects of their lives, Artvera Private Wealth Management remains a true ally for high net-worth individuals seeking seasoned professionals to grow and protect their assets.