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Arion's investment strategies build upon the proven approaches of large, well-established Swiss institutional investors. With over a decade of experience working with and within these institutions, we deliver bespoke, holistic solutions — crafted collaboratively through open dialogue to align precisely with each client’s needs.
Products and Downloads
Products and Downloads
Arion's investment strategies build upon the proven approaches of large, well-established Swiss institutional investors. With over a decade of experience working with and within these institutions, we deliver bespoke, holistic solutions — crafted collaboratively through open dialogue to align precisely with each client’s needs.
Products &
Downloads
Downloads
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Income Defensive
Defensive liquid alternative well suited as a core investment to replace cash and bonds
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Systematic performance boost on US technology stocks
Tech
Triple X
Triple X
Swiss Anchor Strategy
Equity strategy to achieve capital growth and protect wealth in real terms.
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Customized asset mandates across different asset classes, regions and currencies.
Investment Mandates
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Stable, regular and to the capital markets uncorrelated returns
Swiss Real Estate Debt
product
Tailor-Made Investment Mandates
Customized mandates across different asset classes, regions and currencies.
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Description
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Key Facts
- The Arion Capital team has been managing discretionary mandates in independent asset management since 2013
- However, challenges and markets change over time - which is why adaptation is a top priority for us
- Therefore, we provide regular economic market outlooks and portfolio adjustments to our clients
Discretionary mandates with attractive performance characteristics.
Product characteristics
Descripion
Product
01.
Discretionary mandates with attractive performance characteristics.
01.
Characteristics
Discretionary mandates with attractive performance characteristics.
01.
Characteristics
02.
- Arion Capital has managed mandates in independent asset management since 2013
- As markets evolve, adaptation is our key priority
- We share regular economic outlooks and adjust portfolios
Key Facts
02.
- The Arion Capital team has been managing discretionary mandates in independent asset management since 2013
- However, challenges and markets change over time - which is why adaptation is a top priority for us
- Therefore, we provide regular economic market outlooks and portfolio adjustments to our clients
Key Facts
There are three standard types of mandates with different risk/return profiles. Based on the risk profile and preference of the specific client, the individual portfolio can be further tailored. Individual asset classes can be overweight or completely excluded.
Concept of the Arion Asset Management Mandate Offering
Concept
There are three standard types of mandates with different risk/return profiles. Based on the risk profile and preference of the specific client, the individual portfolio can be further tailored. Individual asset classes can be overweight or completely excluded.
Concept of the Arion Asset Management Mandate Offering
02. Concept
02. Concept
We offer bespoke investment solutions to both private and institutional clients—including pension funds, foundations, corporations, and institutions of all sizes. Drawing on our many years of experience within major Swiss institutional investors, we prioritise each client’s unique objectives. Our tailored approach blends systematic and discretionary strategies—or a combination of both—to suit individual needs. Every mandate benefits from our expert judgment and house view, underpinned by rigorous fundamental analysis and state-of-the-art macroeconomic projections.
* We do live-track our model portfolios. Upon request, we are happy to share the results of each mandate type with our clients or prospects.
Tailor-Made Investment Mandates for the Individual Needs of Each Investor
Investments
We offer bespoke investment solutions to both private and institutional clients—including pension funds, foundations, corporations, and institutions of all sizes. Drawing on our many years of experience within major Swiss institutional investors, we prioritise each client’s unique objectives. Our tailored approach blends systematic and discretionary strategies—or a combination of both—to suit individual needs. Every mandate benefits from our expert judgment and house view, underpinned by rigorous fundamental analysis and state-of-the-art macroeconomic projections.
Tailor-Made Investment Mandates for the Individual Needs of Each Investor
Investments
* We do live-track our model portfolios. Upon request, we are happy to share the results of each mandate type with our clients or prospects.
Investments
For investors with higher risk tolerance and/or longer investment horizons, opportunistic investment approaches offer increased return potential. The primary investment objective is capital growth. Typically, opportunistic investment approaches mainly rely on equities, commodities, real estate, and other alternative asset classes
* We do live-track our model portfolios. Upon request, we are happy to share the results of each mandate type with our clients or prospects.
Opportunistic Investment Approach
Opportunities
For investors with higher risk tolerance and/or longer investment horizons, opportunistic investment approaches offer increased return potential. The primary investment objective is capital growth. Typically, opportunistic investment approaches mainly rely on equities, commodities, real estate, and other alternative asset classes
Opportunistic Investment Approach
Opportunities
* We do live-track our model portfolios. Upon request, we are happy to share the results of each mandate type with our clients or prospects.
Opportunities
For investors with lower risk tolerance and/or shorter investment horizons, defensive investment approaches offer a regular source of income. The primary investment objective is capital protection. Historically, defensive investment approaches mainly relied on fixed income instruments. However, in an environment of negative interest rates, innovative solutions and alternative strategies are needed to ensure continued capital protection of the investment.
* We do live-track our model portfolios. Upon request, we are happy to share the results of each mandate type with our clients or prospects.
Defensive Investment Approach
Stability
For investors with lower risk tolerance and/or shorter investment horizons, defensive investment approaches offer a regular source of income. The primary investment objective is capital protection. Historically, defensive investment approaches mainly relied on fixed income instruments. However, in an environment of negative interest rates, innovative solutions and alternative strategies are needed to ensure continued capital protection of the investment.
Defensive Investment Approach
Stability
* We do live-track our model portfolios. Upon request, we are happy to share the results of each mandate type with our clients or prospects.
Stability
In addition to these mixed mandates, we also offer investment solutions on asset class levels. Based on in- depth expertise and years of experience in various asset classes, we offer customized solutions for your equity, bond, alternative or crypto quota.
* We do live-track our model portfolios. Upon request, we are happy to share the results of each mandate type with our clients or prospects.
Special Mandates
Expertise
In addition to these mixed mandates, we also offer investment solutions on asset class levels. Based on in- depth expertise and years of experience in various asset classes, we offer customized solutions for your equity, bond, alternative or crypto quota.
Asset Class Mandates
Expertise
* We do live-track our model portfolios. Upon request, we are happy to share the results of each mandate type with our clients or prospects.
Expertise
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