About us
The Future of Investing, Guided with Integrity
Founded by Florian, Patrick, and Thierry, we embody a commitment to long-term success. Our responsibility as trusted fund managers is something we hold in the highest regard.
As meaningful co-investors our aim is to deliver superior risk-adjusted returns.
Art
Investing is more art than science. It requires a certain level of creativity, intuition and seasoned judgement calls next to certain fundamental principles and techniques. A human touch is needed.
Voyage
We want you to join us and take advantage of the greatest wealth creation machine ever- the financial market. We manage long-term investment strategies to compound your capital. And explain it along the way.
Our Founders
Co-Founder
Florian Jauch, CFA
Florian was responsible for overseeing the asset management of one of the Top 50 Swiss independent asset managers in addition to managing equity and global macro strategies. He has established and optimised investment boutiques and has extensive knowledge of a lean setup, which he currently applies to arvy.
Florian holds a Bachelor degree in Finance and is a CFA charterholder.
Co-Founder
Patrick Rissi, CFA
In addition to his roles as the lead manager of a European equity strategy at a Swiss investment boutique and as a stock picker at UBS Investment Bank, Patrick founded Brainie, a company that provides study preparation material for the CFA ESG program. With his diverse knowledge, he brings a unique perspective to arvy.
Patrick holds a Bachelor degree in Finance and is a CFA charterholder and passed the CFA Institute Certificate in ESG Investing.
Co-Founder
Thierry Borgeat, CFA
Thierry has spent most of his career leading the management of various investment strategies focusing on equity and global macro strategies at private banks and investment boutiques. He was applying the long-term, quality-oriented approach that arvy uses today.
Thierry holds a Bachelor degree in Finance and is a CFA charterholder.
Risk & Compliance
Tamara Veljkovic
As a Senior Consultant at Swisscomply, Tamara plays a pivotal role in assisting arvy with all compliance and risk-related matters. Her expertise is instrumental for meeting the the regulatory requirements
Tamara holds a Master of Science in Management and Law and completed a CAS in International Competition Law and Compliance.
Friends of arvy
Our Board of Directors and Advisory Board is comprised of industry experts and thought leaders who bring a wealth of knowledge, expertise, and diverse perspectives to the table.
Curo Dolf, FRM
Curo is part of the board of directors.
Curo is an experienced risk and compliance professional in the financial industry with a deep background in risk management and regulation. He helps us recognize the important relationship between an effective compliance and risk control environment while supporting key business initiatives.
Melanie Strässle
Melanie is part of the advisory board.
Melanie is an experienced attorney and substitute judge at a Zurich District Court. Her preferred areas of practice include matrimonial property and inheritance law, corporate law and employment law. As a lawyer, Melanie advises us with her expertise and her distinctive network in all legal matters.
Nicholas Daxelhoffer, CMT
Nicholas is the chairman of the board of directors.
Nicholas, with his extensive market expertise, plays an important role at arvy. As a seasoned market participant, he helps us as a sparring partner not only for the markets but also for mental capital in times of market turmoil.
Noah Dwora
Noah is part of the advisory board.
Noah is an entrepreneur and co-founded kaisin. among others, a fast-casual poke chain in Switzerland. Based in Miami, Florida, Noah brings a wealth of diverse experience and entrepreneurial thinking, making him an indispensable member of the arvy team.
Philip Wingeier
Philip is part of the board of directors.
Philip is the central mind behind Legal & Compliance and Tax. With his ability to understand the evolving needs of our client network and his strong knowledge of the financial markets, he helps us navigate the jungle of important regulations and legal & compliance matters.
Reinout van Lennep
Reinout is part of the advisory board.
Reinout explored the world and gained exceptional experience in banking, from New York to Europe to Taipei. As an independent consultant specializing in family governance, he supports us in all aspects of management, next generation and governance.
Steffen Müller
Steffen is part of the advisory board.
Steffen is a proven expert in process and project management and strategic sales planning. He supports us with his vast experience from activities in Germany, Luxembourg, Switzerland and Liechtenstein in sales and communication topics and pushes us to always improve our services from the customer’s point of view.
Our Values
Quality
For arvy, quality is non-negotiable. It’s the backbone of our work. We firmly believe that genuine dedication to quality, in our analysis, strategies, and relationships, sets the foundation for enduring success.
Humbleness
The financial universe is vast, and no matter our accomplishments, we remain humble learners at its heart. This sense of humility keeps us grounded, receptive to feedback, and always eager to refine our craft for the betterment of our clients.
Consistency
In an ever-changing financial landscape, our clients seek a steady hand. Our commitment to consistency ensures that, amidst market fluctuations and uncertainties, our approach remains methodical, transparent, and dependable
Our Doors Are Open for You
arvy AG
Claridenstrasse 36
8002 Zurich
Hello(at)arvy.ch