For more than 25 years, Swiss Capital Wealth Management AG has been offering a tailor-made and independent service to our international private clientele covering investment advice and discretionary portfolio management.
Our firm was founded in 1998 and has been operating as a fully independent limited liability corporation under Swiss law ever since.
As an asset manager licensed by the Swiss Financial Market Supervisory Authority (FINMA), we naturally comply with all rules and regulations. Swiss Capital Wealth Management AG is a financial institution affiliated with FINcontrol Suisse AG within the meaning of the Financial Institutions Act (FinIA) and is therefore subject to ongoing supervision by FINcontrol Suisse AG. FINcontrol Suisse AG is a supervisory organization within the meaning of the Financial Market Supervision Act (FINMASA).
Our customers are at the center of all our activities. You are personally looked after by our experienced partners, who pursue and implement your wishes and goals over the long term. Our autonomy allows us to develop suitable investment strategies free of institutional constraints.
This autonomy also means that our clients can continue their existing relationship with their trusted bank. In the event of a realignment, we support clients in selecting a new custodian bank; we have negotiated advantageous conditions with selected renowned institutions. Upon request, we consolidate all banking relationships in Switzerland and abroad and provide a comprehensive report of the total assets.