For more than 20 years, Swiss Capital Wealth Management has been offering a tailor-made service to our international private clientele covering investment advice, discretionary portfolio
management, as well as family office services.
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 subject to supervision by the Self-Regulatory Organisation (SRO) of the Financial Services Standards Association (VQF) with regard to combating money laundering and terrorist financing (Money Laundering Act). Our asset management activities are also governed by the rules of conduct (Rules of Professional Conduct) of the Financial Services Standards Association as the industry organisation for independent asset managers (BOVV). 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. For large family assets, we are also happy to take over the management and coordination of the entire family office.