Arfina Capital is an owner-managed financial boutique in the heart of Zurich, whose goal is to grow their clients’ wealth with risk-adjusted performance.
A team of experts with decades of experience in the financial sector joined forces over ten years ago to offer wealth advisory and asset management services. They work on innovative investment strategies for portfolios and funds that are tailored to their clients’ risk profile.
In their wealth advisory division, clients can choose whether they give Arfina full discretion and competence in asset allocation or make their own investment decisions with the help of Arfina’s investment proposals in a dialog. For a holistic assessment and consolidated valuation of assets at various custodian banks, its family office services will be the perfect fit.
Regarding its asset management division, Arfina offers funds in the global bond market, global equities and Swiss small caps.
Since its launch, the Arfina Selection Swiss Small & Mid CAP ESG Fund has outperformed its index, demonstrating Arfina’s expertise in this attractive niche.
Swiss firms stand out in several key metrics such as earnings growth, operating margins, ROE, ROIC and free cash flow generation, the main drivers of excellent and sustainable long-term results.
- Presentation by manager Urs Beck at the Tenvalue annual conference (14 minutes):
Top 10 positions/investments of the Arfina Selection Swiss Small & Mid CAP ESG Fund (March 2025):
– SGS SA (10,07%)
– SIG Group (5,6%)
– Schindler Holding AG (4,99%)
– Sandoz Group (4,71%)
– Arbonia AG (4,49%)
– Straumann Holding AG (4,31%)
– Holcim AG (3,97%)
– VAT Group AG (3,92%)
– Baloise Holding AG (3,77%)
– Chocoladefabriken Lidt & Spru (3,65%)
