In an industry with a tendency to focus more on market benchmarks than the specific success of each case, Artvera is a boutique money management firm operating out of London and serving a market of the most prestigious clientele. It bucks the trends of its sector in favour of absolute returns for all its customers, and today, CEO Artur Bounegra explores how this has benefitted both his company and its market.
Over the years that it has been in operation, Artvera Private Wealth Management has made its name as an independent wealth management company. A boutique business operating with prestige and efficacy to serve a small yet lucrative market, this company has developed rigorous processes of the highest standard to operate effectively. Its client-first methodologies and authorisation by the Financial Conduct Authority grant it a level of oversight that both it and its clients can trust. In tandem with this is the comprehensive and exemplary nature of its services. Between its highly knowledgeable staff, Artvera’s competencies range from comprehensive wealth planning solutions to corporate advisory services, expert in the provision of worldwide investment management. Its client base is predominantly high net worth individuals, serving their families and businesses to keep their investments secure and high in returns.
Artur Bounegra, the founding partner and CEO of Artvera, is responsible for developing and maintaining the heart of its enterprise. In this manner, he has ensured that at the very centre of all its operations, Artvera is professionally effective in wealth management, but also bespoke in its attitude towards its clients. When working with its clients, it approaches them knowing that no two people are the same, and so a ‘one size fits all’ solution to money management simply won’t do. It works hard to build long term and positive relationships with its clients over the course of time, getting to know them and their situation to give the most prudent advice.
The knowledge it shares with its clients has the basis of many years of industry knowledge. The founder himself has over 26 years of working in financial service, with 13 of those having been in banking and 13 in investment management. He brings this and his dedication to exemplary customer service to the business. Artur also bolsters the services his business offers with his personal experience of macro and micro-economics, sharing his in-depth perspective on financial management, accounting, reporting, and auditing with his team and clientele. This has fostered an attitude of respectful, effective, professional service that permeates every aspect of its inner workings.
The bespoke nature of its services allows Artvera to go above and beyond the call of duty for its clients. It doesn’t stop at simply managing the numbers in a financial book, it takes into account the full picture in order to do so; this means that it can reassure its clients that its services will be right for them, because they have been tailored to fit. It believes that financial services should mould seamlessly around a client’s livelihood and provide it structural reinforcement, granting the client peace of mind and allowing them to concentrate on what matters most.
Its services are consistently comprehensive and industry-leading, with financial planning, tax planning, legal issues, estate planning, business succession, fiduciary, and trust services all covered. Artvera’s clients find themselves secured in much better and healthier positions regarding their wealth after working with this business, and thus, it has benefitted hugely from the increased word of mouth referrals from satisfied customers. Between the hard work of the CEO and the exemplary nature of this firm in general, it has secured its path to greater success. In tandem with this, it hopes to align itself further with the needs of its market going forward, striving to secure its spot as the best in the business, a goalpost that edges closer every day.
For further information, please contact Artur Bounegra or visit artverawealth.com