For more than 20 years, Swiss Capital Wealth Management has been offering a tailor-made service to our international private clientele covering investment advice and discretionary portfolio
Our firm was founded in 1998 and has since been operating as a fully independent limited liability corporation under Swiss law. As a guarantee of our professionalism in asset management, we are SRO-Member VQF - an officially recognized self-regulatory organization (SRO) according to the Anti-Money-Laundering Act (AMLA). As a SRO-Member VQF, our asset management activities are also governed by the rules of conduct (Rules of Professional Conduct) of the self-regulatory organization. Compliance with all applicable regulations is verified by our auditors.
We take a lot of time for our clients; they receive a dedicated personal service from one of our experienced partners. 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 the bank the trust. 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.