Arlan SA: Competition today is not between products; it is between business models.

Arlan SA, a limited liability company, was established in Geneva, Switzerland in 1983. Arlan is a privately held independent service company.

The management of Arlan has many years of international experience in the field of business solutions, fiduciary services and financial management. Today, the corporate activities of Arlan are mainly focused on Wealth Management Services and Family Office Activities.

Arlan has offices or is represented in Switzerland, the United Kingdom, Gibraltar, France, the United Arab Emirates and in the Kingdom of Saudi Arabia.

Arlan is a regulated Swiss financial intermediary and a member of the “Swiss Association of Independent Financial Advisors”

The Swiss Way

Arlan is committed to:

* A combination of tradition, innovation and up-to-date global awareness in a local yet world-renowned financial centre
* Integrity, reliability, professional support and utmost discretion

All client relationships are based on the following four principles:

* A complete understanding of the business and financial requirements of each client and in-depth assistance in the development of individual objectives
* Assisting each and every client toward the realization of their respective financial and strategic goals
* Helping each client with the daily operational requirements and long-term needs
* Monitoring, reviewing and reporting the progress of each activity, formulating recommendations and initiating actions for further development

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.”

Contact Arlan SA

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