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Excellence and Performance.

WHO WE ARE
Excellence and Performance.

Key ingredients of investment leadership and two core attributes of CAT Financial Group AG.

We distinguish ourselves through the highest professional excellence in everything we do. This means focusing on the interests of our customers, colleagues and communities. We drive innovation by combining the latest technologies with world-class people to deliver the highest level of service to our valued customers.

CAT FINANCIAL GROUP

CAT Financial Group AG is a holding company based in Pfäffikon SZ. It is privately owned by Giuliano Glocker and David Schmid and has a direct shareholding in CAT Wealth AG, CAT Growth AG and ARX Financial Engineering Ltd in Dubai.

CAT FINANCIAL PRODUCTS

STRUCTURED PRODUCTS
WEALTH MANAGEMENT SOLUTIONS

CAT Financial Products AG is one of the leading Swiss providers of investment solutions in the structured products market. CAT Financial Products has been offering its services using the most innovative technologies to asset managers, banks and institutional investors with around 20 specialists in Zurich, Bern and Lugano since 2008.

Zurich - Bern - Lugano - Geneva - Dubai

CAT GROWTH

PRIVATE MARKET INVESTEMENTS

CAT Growth AG enables and manages direct investments by investors in SME companies that are in succession planning or are looking for growth financing. The focus is on successful SMEs in the DACH region with innovative products and services, clearly definable USPs, experienced management and positive business performance. CAT Growth takes a seat in the companies, manages and leads them together with the entrepreneurs.

Zurich

CAT WEALTH MANAGEMENT

ACTIVE ADVISORY.
WEALTH MANAGEMENT.
WEALTH PLANNING & PROTECTION.
FAMILY OFFICE SERVICES.

CAT Wealth Management AG is a professional asset manager for private customers, institutional customers, pension funds and foundations. Through a targeted needs analysis, the risk capacity and willingness of the customers is determined and implemented using tailor-made solutions. We combine traditional Swiss private banking with state-of-the-art portfolio solutions.

Zurich - Bern

ARX FINANCIAL ENGINEERING

STRUCTURED PRODUCTS
TRADING & FINANCIAL ENGINEERING

ARX Financial Engineering Ltd is a boutique financial engineering house set up to deliver tailored solutions and specialized brokerage services to institutional and professional clients.

Dubai, DICF