Arminius Wealth management

Arminius Wealth Management is an innovative, owner-managed asset management firm licensed by the Financial Market Authority of Liechtenstein and based in Vaduz in the Principality of Liechtenstein.



Since Arminius is privately owned, we are independent from third-party interests and are wholly committed to our clients. To protect our independence and neutrality in the best interest of our clients, we do not create or use any in-house products.

With our holistic, financial planning-based advisory philosophy, we offer our private and institutional clients evidence-based asset management and advisory services which are deeply grounded in the findings of modern capital market research, taking into account the individual legal and tax framework and tailored to their personal goals and needs.

Everything we do is characterised by a holistic approach to consulting, neutral and independent advice, innovative and customized investment solutions and a transparent system of compensation.

Arminius Wealth Management offers the combined power of Swiss private banking expertise, modern asset management and investment advisory services and the location advantages of the Principality of Liechtenstein.

Discretion, reliability and loyalty – virtues that the Swiss banking industry is renowned for – are qualities we take for granted in us as well as others.

Arminius Wealth is an associated participant in the investor compensation scheme, which is operated by the Deposit Guarantee and Investor Compensation Foundation PCC (FL -0002.039.614-1) and corresponds with EU law. Further information is available on the Foundation's website under
In addition, Arminius Wealth Management has voluntarily taken out pecuniary damage liability insurance.

Management Team

Gion Bearth

  • Member of the board of directors of Arminius Wealth Management AG, Liechtenstein
  • Owner and managing director of Bearth & Partner Steuerberatung und Treuhand AG, Chur, Switzerland
  • Federally certified tax expert
  • Certified fiduciary
  • Authorised auditor
  • Board member, EXPERTsuisse section Grisons

Dr. Ralph Jakob

  • Member of the board of directors of Arminius Wealth Management AG, Liechtenstein
  • CERTIFIED FINANCIAL PLANNER® professional, CERTIFIED FOUNDATION AND ESTATE PLANNER® professional, DIN-ISO-certified private financial planner
  • Many years of managerial and consulting experience at various asset management and corporate finance consultancies in Germany and Switzerland
  • PhD in private banking & wealth management from EBS Business School
  • Degrees in international business management from EBS Business School, HHL Leipzig Graduate School of Management and Toulouse Business School
  • University affiliation as academic director of the PFI Private Finance Institute at EBS Universität für Wirtschaft und Recht
  • Numerous publications on topics in private finance, private banking and wealth management

Claudio Rothmund

  • Managing director of Arminius Wealth Management AG, Liechtenstein
  • Many years of private banking and wealth management consulting experience for (ultra) high net worth individuals at LGT Bank Ltd.
  • Executive MBA in International Asset Management
  • Certified Wealth Management Advisor (CWMA)
  • Degree in business administration HF
  • Former competitive athlete in alpine skiing for Switzerland and Liechtenstein


Aside from the management of liquid assets, holistic wealth management includes additional aspects such as risk management, asset allocation and hedging, succession planning and the investment and control of other assets, such as private equity, real estate or art. Arminius Wealth Management therefore pursues a comprehensive wealth management approach based on a comprehensive understanding of financial planning and provides asset management and financial planning services for individuals of high net worth, institutional clients and non-profit foundations.

Our activities focus on cross-border issues in the area of tax-optimised asset allocation, ensuring permanent real asset growth, integrating sustainability criteria into asset management and creating financial freedom and opportunities and thus improving quality of life for asset holders.

In addition to our technical expertise, our strengths lie in the individuality of our consulting and its total independence from third parties. This enables us to react to changing conditions and to incorporate both legal developments and changing market conditions into our consulting.

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Arminius Wealth Management AG

Schlössli Triesen
Matschils 4a
9495 Triesen
Principality of Liechtenstein

Tel.: +423 237 5530
Fax: +423 237 5539