ARISE Partners AG

Overview

ARISE Partners AG is an independent asset management company domiciled in Zurich.³ The firm states that it holds a FINMA licence as an asset manager under Article 17 paragraph 1 of FINIA and is directly supervised by FINMA.² FINMA’s list of licensed and supervised portfolio managers and trustees includes Arise Partners AG in Zurich as of 22 October 2026.¹

History

Public commercial register data reports that ARISE Partners AG was registered on 2 March 2023 as an Aktiengesellschaft.⁷ The firm says its founding partners bring experience in strategic asset allocation, portfolio management, risk mitigation, estate planning and succession strategies.⁴

Timeline

1. 2023Public commercial register data reports that ARISE Partners AG was registered on 2 March 2023 as an Aktiengesellschaft.
2. 2026FINMA’s list of licensed and supervised portfolio managers and trustees includes Arise Partners AG in Zurich as of 22 October 2026.

Leadership

Public commercial register data lists Cristina Perpignani, Beat Theodor Heizmann, Jürg Furrer, Roman Grossegger and Tarek Shousha among the latest board signatories.⁷ The same source lists Cristina Perpignani and Thomas Müller as management.⁷

Services

ARISE Partners AG lists discretionary asset management, investment advice and transmission of orders on an execution only basis.³ Its wealth management mandates include bespoke, discretionary, advisory and execution only solutions.⁴

The firm describes an open architecture policy and an alpha seeking approach.⁴ Listed asset classes include cash and cash alternatives, fixed income, equities, private equity, hedge funds, real estate, commodities, crypto assets and non bankable assets.⁴

Risk management services include wealth protection, global asset allocation, volatility management, risk tolerance analysis, hedging strategies and portfolio health checks.⁴ Reporting services include global consolidation, benchmarking, peer comparison and ESG reporting.⁴ Lending solutions arranged through third party partners include mortgages, Lombard loans, and aviation and yacht financing.⁴

The firm lists mergers and acquisitions support together with in house independent research, ongoing monitoring and opportunity identification.⁴ It also states that it can structure products and act as asset manager for certain certificates and derivatives.³

Family office services include consolidation of accounts or portfolios and administrative support in cooperation with custodian banks.³ The firm lists succession and retirement planning, global financial reporting and consolidation, estate planning, risk management and family governance.⁵ Additional services include next generation coaching and education, real estate management, coordination of legal and tax services, structures and insurance.⁵ Some family office services are provided through third parties.⁵

The FINSA client information document states that ARISE Partners AG is a partner company of Aquila Ltd and can draw on Aquila expertise in legal, compliance and risk, accounting, and outsourced information technology.³

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client focus

ARISE Partners AG says it serves high net worth individuals, families and institutional clients.² Its family office offering is described for affluent families and individuals seeking wealth preservation and growth across generations.⁵

Investment philosophy and approach

The firm says it follows a holistic approach built around long term client relationships, transparency, objective and unbiased advice, alignment of interests, agility and cost efficiency.⁶ It says it works with selected Swiss rooted banks and custodian bank partners.⁶ The firm also states that it is not tied to a particular product or family of funds.⁶

FAQs

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Sources

1. FINMA, “List of portfolio managers and trustees licensed and supervised by FINMA,” accessed 23 October 2026
2. ARISE Partners AG, “About us,” accessed 23 October 2026
3. ARISE Partners AG, FINSA client information document, accessed 23 October 2026
4. ARISE Partners AG, “Wealth management,” accessed 23 October 2026
5. ARISE Partners AG, “Family office,” accessed 23 October 2026
6. ARISE Partners AG, “Different,” accessed 23 October 2026
7. Moneyhouse, ARISE Partners AG commercial register data, accessed 23 October 2026

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.