ARFA
Services

A focused set of services

For private investors, entrepreneurs, internationally mobile professionals and families seeking better structure, stronger judgment and more coherent capital decisions.

01

Strategic Review

A deep, one-off review of your broader capital picture.

For clients who want to step back from day-to-day decisions and gain a clearer strategic view of their assets, structure, priorities and vulnerabilities.

Suitable for

Entrepreneurs, senior professionals, international investors and families whose capital has grown faster than its organising logic.

What it may include

  • Review of current capital structure
  • Clarification of objectives and priorities
  • Assessment of allocation logic
  • Review of liquidity needs and capital buckets
  • Identification of inconsistencies and blind spots
  • High-level recommendations and strategic memo

Outcome

A clearer map of your capital, better-defined priorities and a more mature framework for future decisions.

02

Portfolio Diagnostic

An independent analytical review of an existing portfolio.

For clients who already hold portfolios with banks, brokers or multiple providers, but want an objective and strategic assessment of what they actually own.

Suitable for

Clients with existing portfolios, long-accumulated holdings or fragmented investment arrangements.

What it may include

  • Review of asset allocation
  • Concentration and diversification analysis
  • Currency composition assessment
  • Liquidity review
  • Sensitivity to rates, equities, credit and macro
  • Identification of overlapping risks and inefficiencies

Outcome

A sharper understanding of what the portfolio is really doing — where it is coherent and where it is accidental.

03

Independent Second Opinion

A thoughtful external review of proposals and ideas.

Particularly valuable when clients receive recommendations from banks, brokers or wealth platforms and want an independent lens before acting.

Suitable for

Clients considering portfolio proposals, investment products, provider mandates or strategic changes.

What it may include

  • Review of a proposed portfolio or solution
  • Assessment of structure, incentives and trade-offs
  • Analysis of fit relative to your situation
  • Independent feedback without product push

Outcome

A more informed decision, grounded in logic rather than sales framing.

04

Capital Architecture

How wealth is organised across accounts and institutions.

For clients whose wealth is spread across banks, brokers, currencies, liquidity pools or evolving family and business structures.

Suitable for

International clients, entrepreneurs, families and those with growing complexity around capital.

What it may include

  • Review of assets across institutions
  • Liquidity planning and reserve structure
  • Capital bucket design by horizon and purpose
  • Concentration and structural risk review
  • Coordination logic for external specialists

Outcome

Greater clarity, control and structural coherence around capital.

05

Ongoing Advisory

A longer-term external strategic partner.

For those who value continuity, periodic review and access to thoughtful support as decisions evolve over time.

Suitable for

Clients with meaningful assets, recurring decisions or complex capital structures.

What it may include

  • Periodic strategic reviews
  • Discussion of allocation changes and new decisions
  • Ongoing portfolio thinking
  • External perspective on relevant market developments
  • Independent support around capital structure

Outcome

An ongoing source of clarity, discipline and independent thought around private capital decisions.

06

Tailored Research

Targeted analytical work for a specific question.

Some situations require a deeper, more bespoke analytical layer before a decision can be made. This service is designed for those cases.

Suitable for

Clients facing a specific, non-standard question where generic advice is not enough.

What it may include

  • Cash and liquidity allocation
  • Fixed income strategy
  • Multi-currency portfolio structure
  • Equity exposure architecture
  • Country and macro risk review
  • Concentrated wealth questions

Outcome

A clearer analytical base for decision-making where generic advice falls short.

Engagement

Three principal formats

01

Project-Based Work

For clearly defined reviews, diagnostics and one-off strategic work.

02

Retained Advisory

For clients who prefer continuity and a longer-term relationship.

03

Tailored Engagements

For situations requiring a more bespoke analytical and advisory setup.

Fees

Selective, and scoped to context

ARFA works selectively, and fees depend on the scope, complexity and format of engagement.

Defined projects may be offered on a fixed-fee basis. Ongoing advisory is typically structured as a retainer. Tailored engagements are discussed based on context.

Fees available on request.

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Discuss your situation

Tell us a little about your circumstances and what you are hoping to improve. Where there is a strong fit, we will propose the most suitable way to work together.

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