Your external
Investment Committee.
Institutional research and a disciplined, documented house view — delivered as an outsourced investment committee for independent wealth managers in Switzerland and Germany. Refined over a decade, from Zürich.
Your sparring partner on the
investment committee.
As an external member we sit at your table, challenge every thesis and bring institutional research straight into your decisions — while you keep full control throughout.
An independent sparring partner
We sit at your table, challenge assumptions and bring an outside, conflict-free perspective that sharpens every decision.
A documented house view
A clear, written macro and asset-allocation view your firm can stand behind — in front of clients and regulators.
Tactical positioning
Concrete, actionable asset-allocation and equity calls, not vague commentary — ready to translate into portfolios.
Governance & audit trail
Structured input and minutes that strengthen your FINIG process and stand up to supervisory scrutiny.
Client-ready communication
Polished narratives and visuals you can put straight in front of clients — they explain the “why” behind the positioning.
You keep control
arvy informs; you decide. Mandate, suitability and execution remain entirely with your firm.
Good Story & Good Chart.
Refined over more than a decade. We only act where fundamentals and technicals agree — the two lenses that, together, drive long-term compounding.
The fundamentals
- Quality businesses with durable economics
- High margins, high returns on capital, strong free cash flow
- Reasonable valuation and a clear growth runway
- Conviction we can explain in plain language
Technicals & cycles
- Trend, momentum and market breadth for confirmation
- Extremes in sentiment and positioning
- Multi-year cycle and seasonality roadmaps
- Timing the “when”, not just the “what”
We act with conviction only where both lenses align — that is the discipline behind “Good Story & Good Chart”.
How we form a view.
Every cycle we score four independent lenses. We act only where they align.
Macro big picture
- Growth, inflation & policy
- Liquidity & financial conditions
- Geopolitics & the cycle backdrop
Market sentiment
- Put/call & survey extremes
- Volatility & cash levels
- Positioning & complacency
Breadth & internals
- Advance/decline & new highs
- Sector & factor leadership
- Participation under the surface
Technicals & cycles
- Trend & momentum signals
- Multi-year cycle roadmaps
- Seasonality & timing
Four lenses, one discipline: we act with conviction only where they align.
A research suite, ready for your IC and your clients.
Global Market Assessment
A deep macro & cross-asset view: equities, bonds, FX, commodities — with a clear takeaway.
Strategy Chart Pack
Cycle, technical and seasonality roadmaps — timing the “when”, not just the “what”.
Model portfolio & TAA
A quality-focused model book and tactical allocation you can mirror or adapt.
IC participation
A standing seat on your committee — live discussion, challenge and documented input.
The Weekly
A five-minute note on companies & the big picture — and a ready-made client touch-point.
Ad-hoc alerts
Timely notes when markets move — so you and your clients are never caught flat-footed.
An equity book built for quality compounding.
Where many go passive, we advocate active. Our model book consistently screens far above the broad market — on the metrics that compound wealth.
| Metric | arvy model book | Broad market |
|---|---|---|
| Gross margin | ~ 60% | ~ 42% |
| Return on capital (ROIC) | ~ 22% | ~ 13% |
| Free cash flow margin | ~ 20% | ~ 11% |
| Net debt / EBITDA | low | moderate |
Source: arvy model book vs. S&P 500 / global equities, illustrative. Figures rounded, to illustrate the methodology — not a return forecast.
Higher margins, returns on capital and free cash flow separate durable compounders from the index — and that is exactly what you can defend to your clients.
Why arvy — versus the alternatives.
| arvy | Bank research | Modelportfolios | Going it alone | |
|---|---|---|---|---|
| Independent & conflict-free | ||||
| Tailored to your book | ||||
| Fundamental + technical | ||||
| Documented IC governance | ||||
| Client-ready communication | ||||
| Cost vs. an in-house team |
✓ full · – partial · ✕ limited / none
A partnership, not a product subscription.
Three ways to work with arvy — from a pure research feed to a deeply integrated, white-labelled solution.
Research subscription
- Quarterly Global Market Assessment
- Monthly Strategy Chart Pack
- Model portfolio & The Weekly
External IC member
- A standing seat on your committee
- Tailored TAA & documented minutes input
- Governance & FINIG process support
Bespoke / white-label
- Co-branded, client-facing research
- Custom mandates & model portfolios
- On-demand analyst access
From the first call to a working house view.
Discovery
We learn your clients, risk framework, mandates and constraints.
Calibrate
We align the arvy house view to your risk profiles and universe.
Integrate
arvy joins your IC; we set a documented, repeatable process.
Cadence
Quarterly assessment · monthly chart pack · weekly note · alerts.
Review
Regular performance and process reviews keep us accountable.
arvy provides research and committee input; mandate, suitability and execution remain entirely with your firm.
What is expected today — versus what you can realistically staff.
- ✓A clearly articulated, documented house view
- ✓An independent voice that challenges the committee
- ✓A repeatable, auditable decision process
- ✓Active positioning that is genuinely defensible
- ✓Clear, professional communication to end clients
- —Principals already stretched across clients & admin
- —No dedicated macro or technical research desk
- —Little time to formalise and minute decisions
- —A full research team costs far more than it returns
- —Marketing & client material compete for the same hours
arvy closes exactly that gap — as your external investment committee.
A new reality for independent wealth managers.
Three forces are changing what it takes to run a boutique well today.
Regulation has raised the bar
Under FINIG/FIDLEG in Switzerland — and WpIG/MiFID II in Germany — independent managers are licensed and supervised. A documented, defensible investment process is no longer optional; it is expected.
Margins are under pressure
Fee compression, rising compliance cost and the price of a full research function squeeze the economics of every boutique.
Passive is closing in
Clients ask what they are paying active management for. Without a clear, well-argued house view, differentiation — and trust — erode.
What this does for your firm.
FINIG-ready governance
A documented, defensible process and audit trail that stands up to supervision.
A sharper edge
Active positioning grounded in fundamentals and cycles — not gut feel.
Time back
Outsource the research engine and reinvest your hours in clients and growth.
Deeper client trust
A clear, well-argued narrative your clients understand — and stay invested in.
Punch above your size
Institutional research and an IC normally reserved for far larger houses.
Better client material
Polished, ready-to-use commentary that strengthens every client touch-point.
Three partners, one discipline.
Friends for fifteen years, co-workers for five — united by one objective: superior risk-adjusted returns through an honest, repeatable process.
“Good Story & Good Chart” — our methodology, refined over a decade. The partners manage real capital to the same research and write for NZZ “The Market”.
Let’s build your
house view.
Three simple steps — no commitment, at your pace.
Investing involves risk, including the possible loss of the capital invested. The value of investments can rise and fall; past performance is no guarantee of future results. This page is intended for professional investors and independent wealth managers and is for information purposes only; it does not constitute investment advice or a personal recommendation. arvy provides research and committee input — mandate, suitability and execution remain entirely with the engaging firm. Figures shown are illustrative and do not constitute a return forecast.
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