Our Company

Incorporated in December 2017, Qaerus Finance SA was established by Rodrigo Lacerda Soares and Juan Helbling.

On the back of a robust personal bond and a shared vision, they decided to leverage their individual expertises to offer a combination of :

  • Security

  • Risk management

  • Cost control

  • Asset performance

The creation of Qaerus responded to the request of a Swiss family eager to unify the management of their assets under a single, professionally run umbrella.

Its first four years of existence proved quite successful in terms of performance and client satisfaction. So, by the end of 2021, its main shareholders decided to transform Qaerus Finance SA into a multi-family office (MFO) to expand its client base.

The name Qaerus is inspired by Caerus, the personification of opportunity, luck and good moments in Greek mythology. It embodies what the company’s founders have in mind when managing money.

As a reputable Swiss financial institution, Qaerus Finance SA became a proud member of the Association Romande des Intermediaires Financiers (ARIF) in February 2018, followed by its inclusion in the Organisme de Surveillance des Instituts Financiers (OSIF).

In May 2022, Qaerus Finance obtained the FINMA license. The company was not only among the first to get the license but achieved this precious milestone in less than three months, a testament to our dedication and efficiency.

These affiliations underscore our commitment to upholding rigorous industry standards and regulatory compliance.

Our philosophy

Discipline has been the cornerstone of Qaerus’s approach to managing money. We are very aware of the challenges and sacrifices of building up wealth. Our responsibility is to grow these assets steadily over time and preserve them for our clients’ future generations. As a result, we take a measured attitude towards risk. We do not follow investment fads and invest solely in marketable securities.

Like any financial business, Qaerus is keen to grow its asset base. However, we do not want to achieve growth at any cost. Unlike bankers, we are not focused on short-term rewards but on long-term client satisfaction. The company’s philosophy is to leverage our management expertise to build a few but long-lasting client relationships. Quality prevails over quantity. In this quest, we prefer to work with a selective group of high net worth individuals rather than a large group of clients. Our mantra is “managing for the few”. Nowadays, Qaerus has a dozen clients . In order to preserve its business model, the number of clients will be limited to twenty at  most. “Small is beautiful”.

Good results require managers’ full dedication. According to a Spanish proverb, “livestock fattens under the gaze of its master”. Having a small group of clients allows us to review portfolios on a daily basis, control performances, check transactions and invest according to market conditions. Investment discipline is of paramount importance.

Finally, clients take comfort that, if something negative occurs to them, assets will continue to be managed professionally until their monies are passed to their heirs. In this respect, we are committed to  ensure a smooth generational transition.