Aquila AG

Aquila AG is a Swiss financial services firm based in Zurich that operates a platform model for independent asset managers and family offices, providing centralized compliance, risk management, operations, and reporting, alongside investment advisory and discretionary portfolio management delivered through affiliated partner firms. The company operates under Swiss financial market regulation; it is not a deposit-taking bank, and client assets are typically held at external custodian banks selected with the client, so deposit protection and safekeeping terms depend on the chosen custodian rather than Aquila itself. The offering spans discretionary and advisory mandates, in-house and third-party funds, structured products, and model portfolios; access to private markets or alternative investments may be available via partners subject to eligibility and product-specific risks. Fees generally include management or advisory charges at the mandate level, performance fees where applicable, and separate custody and transaction costs levied by the custodian; total expense levels vary by strategy, vehicle, and asset size. Onboarding typically runs through partner asset managers with standard KYC/AML procedures and minimum investment thresholds that are higher than retail banking norms. Digital tools focus on consolidated portfolio reporting and document exchange; trading and cash services are executed through the custodian’s channels. Governance and controls emphasize centralized oversight to support partner firms, with annual audits and regulatory reporting forming part of the operating framework. Prospective clients should review the precise contractual counterparty, fee schedules, mandate documentation, the credit quality and investor protection regime of the selected custodian bank, and any product-level risks, as service scope and pricing can differ across the network.