Swiss Capital Wealth Management AG

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For 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 established in 1998 and we operate under Swiss law as a fully independent limited liability corporation. With regard to the Swiss Anti-Money Laundering Act (GWG) we are subject to the regulations of the Swiss Financial Market Supervisory Authority (FINMA). Further, as asset managers we are geared towards the Rules of Conduct by the Financial Sercices Standards Association (VQF). The supervision of respective compliance is being conducted by our auditors. Our subsidiary companies in Liechtenstein and Singapore are regulated by the Financial Market Authority (FMA) respectively by the Monetary Authority of Singapore (MAS).

Each and every client receives a dedicated personal service from one of our experienced partners. Together with our autonomy, this enables us to work out an appropriate investment strategy free of institutional preferences and pressures.

This autonomy also means that you can maintain an existing relationship with the bank of their choice. However, should it be necessary, we can guide clients in the choice of a new custodian, as we have negotiated advantageous conditions with a select number of renowned institutions. If so desired, we can consolidate all banking relationships, domestic and international, and provide a comprehensive report on the total assets. In the case of larger family assets, we can offer a bespoke service in coordinating and managing the entire family office.

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Vermögensverwalter/in (Direktor/in, Partner/in)

Swiss Capital Wealth Management AGZürich

04/10/2018Executive po­si­tion
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Swiss Capital Wealth Management AG

Klausstrasse 4
8008 Zürich

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