3 minute read Fri, January 21, 2022
3 minute read Fri, January 21, 2022
This transaction bolsters Decisive’s Swiss wealth management footprint
Geneva, 21 January 2022 –
Decisive Capital Management SA (Decisive), a Next-Generation wealth advisor headquartered in Geneva with a branch in Zurich, today announced it acquired the Swiss operations of Artorius Wealth Switzerland AG in Zurich (Artorius). The transaction closed on 21 January 2022.
The acquisition will strengthen Decisive’s wealth platform, its footprint in Zurich and support the firm in delivering long-term value to its clients.
Now in its sixth year of business, Decisive is one of the fastest-growing financial firms in Switzerland. Decisive supervises more than CHF 6 billion on behalf of clients and specializes in offering its clients Smart Capital opportunities to make direct investments in disruptive industries.
"This first acquisition marks an important step in enhancing our wealth and Asset Management ecosystem,” said Decisive’s Partners. “This deal fits our growth strategy and cements our ambition to be a trusted advisor to our clients. We look forward to welcoming the Artorius Zurich team into our investment discovery platform, focused on Smart Capital.”
James Phillips, Managing Director and Founding Member at Artorius added: “I have always aspired to be the trusted adviser to my clients and nurture the relationship through regular dialogue. Simply ‘listening’ to clients’ concerns and ambitions has been a privilege and combining Decisive’s values, Next-Gen thinking and performance to build on the Artorius values of ‘there must be a better way.’ James Phillips is joining Decisive as Senior Partner and Head of Northern Europe.
“I am delighted to be able to announce Artorius’s agreement with Decisive,” said Ian Marsh, Executive Chairman of Artorius. “When working with the Decisive team over the last few months it has been evident Artorius and Decisive share a client-centered philosophy and ethos. Artorius is focused on regional growth opportunities in the UK and our agreement with Decisive means we will continue to offer Artorius’s resident non-domiciled clients a platform in Switzer-land from which they can conduct their international affairs.”
Decisive is an independent Next-Generation advisor. We work with our ultra-high net worth individuals, their families, entrepreneurs, and corporates to protect and grow their wealth. Mutual trust is vital; we always co-invest alongside our clients. As a smart capital venue, we are one of the fastest growing financial platforms in Switzerland with offices in Geneva, Zurich, and London. We do not believe in luck; we believe in hard work and the “extra-mile” due diligence. Decisive has built a rich and diverse portfolio of businesses focused on technologies that are disrupting our economy and everyday lives. In 2021, Decisive won Wealthbriefing Swiss EAM “Direct Investment Program” category. Established in Geneva in 2016, Decisive works with more than 90 professionals with a global network, with over $6 billion of assets under supervision on behalf of our clients.
Established in 2015, Artorius is headquartered in Manchester and advises clients across the UK from its offices in Manchester and London. The firm provides wealth planning and investment advice for financial services professionals, UK business owners and entrepreneurs, private equity professionals and individuals inheriting wealth. Artorius currently manages £1.5 billion in assets and is owned by management, employees, and a small group of high-net-worth individual shareholders. Assets grew by £400 million (circa 36 percent) in the twelve months to April 2021.