Preserving Wealth Growing Opportunities
The ARCHEA PATRIMOINE fund offers a robust investment solution for those seeking diversified exposure to Swiss, European, and North American equities, blending stability, growth, and strategic wealth preservation.
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Why choose
ARCHEA PATRIMOINE
Diversified Global Reach
Gain exposure to stable Swiss equities, innovative European markets, and high-growth North American opportunities.
Wealth Preservation & Growth
Benefit from a balanced portfolio designed to protect capital while capturing growth potential.
Expert Management
Trust in experienced fund managers with deep regional insights and proactive investment strategies
Balanced Risk Approach
Minimize volatility through a carefully selected mix of blue-chip and growth-oriented equities.
Investment Strategy
The fund aims to achieve capital growth and preserve wealth by investing in a diversified portfolio of stocks from Switzerland, Europe, and North America
Diversified Regional Focus
Invests across three major regions—Switzerland, Europe, and North America—to capture the strengths of each market.
Balances exposure to stable Swiss equities, innovative European sectors, and high-growth North American markets.
Active Stock Selection
Employs thorough fundamental analysis to select companies with robust financial health, competitive advantages, and sustainable growth potential.
Focuses on blue-chip and mid-cap stocks that align with long-term capital appreciation goals.
Wealth Preservation and Growth
Prioritizes a balance between stable, income-generating equities and growth-oriented investments to meet both preservation and expansion objectives.
Designed to minimize volatility while capturing upside potential in dynamic markets.
Expert Management and Regional Insights
Leverages decades of expertise to navigate regional market complexities and capitalize on cross-border opportunities.
Proactively manages the portfolio to adapt to changing market conditions, economic trends, and client needs.
Management Company
MG Finance
TYPE
UCITS
Agent
Banque de Luxembourg SA
ISIN
LU0090906651
The ARCHEA PATRIMOINE fund aims to achieve capital growth and preserve wealth by investing in a diversified portfolio of stocks from Switzerland, Europe, and North America.
The strategy focuses on balancing stability with growth by targeting established companies with strong fundamentals and consistent performance.
Key Investment
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UCITS (Undertakings for Collective Investment in Transferable Securities) funds are highly regulated and provide robust investor protection across the EU.
They offer transparency, liquidity, and diversification. As a Luxembourg-based ManCo regulated under CSSF, we provide UCITS funds with EU passporting, allowing seamless cross-border investments.
Our ManCo is fully regulated under the Commission de Surveillance du Secteur Financier (CSSF), adhering to stringent guidelines to safeguard investors and ensure transparency.
We leverage advanced compliance tools and offer discretionary management that aligns with regulatory standards across Europe.
Alternative investment funds offer diversification beyond traditional asset classes, such as stocks and bonds. These include hedge funds, real estate, and private equity.
Our ManCo provides a range of alternative investment options, offering potentially higher returns with customized risk management strategies.
We offer a range of life insurance products that complement wealth management strategies, including savings plans and unit-linked life insurance.
Our products are tailored to provide tax efficiency, asset protection, and wealth transfer solutions, benefiting both high-net-worth individuals and families.
Discretionary portfolio management is a service where our team of experts manages your investments on your behalf. Based on your risk profile, goals, and preferences, we implement a tailored investment strategy to grow and protect your wealth.
Our wealth managers actively monitor and adjust your portfolio to align with market conditions.
Our next-gen wealth management platform uses cutting-edge technology to provide personalized investment strategies, real-time data, and advanced analytics. It democratizes access to wealth management, offering tools that help clients make informed investment decisions and address gaps such as gender-based wealth inequality.
Luxembourg is a global financial hub with strong regulatory oversight, including CSSF, and offers the ability to passport services across the EU.
Our ManCo takes advantage of Luxembourg’s regulatory framework to provide clients with diverse investment options, from UCITS funds to alternative investments and life insurance products.
Our life insurance products and pension funds are structured to provide significant tax benefits, depending on your domicile. These products help in efficient wealth transfer, asset protection, and retirement planning, ensuring long-term financial security for investors.
We use state-of-the-art risk management tools, AI-driven compliance systems, and regular reporting to ensure full transparency. Our discretionary management service is tailored to meet your risk tolerance and financial goals, offering peace of mind while growing your wealth.
Thanks to EU passporting, our UCITS funds and alternative investment solutions are accessible to investors across Europe. We also offer customized wealth management services, including life insurance and pension plans, to international clients looking to diversify and optimize their portfolios.
Investment minimums vary depending on the product or service. For UCITS funds, the entry point is often accessible to retail investors, while alternative investments and discretionary management services typically have higher minimums.
Contact us for specific details tailored to your investment profile.