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DirectoryFinance & InsuranceExternal Asset ManagementZurichCapeo Wealth AG
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Capeo Wealth AG

Summary

About the company

The core activity of Capeo Wealth is independent wealth management and investment, particularly for private clients with high net worth. This includes services such as portfolio management, wealth management, investment advice, and philanthropic consulting. The company offers tailored solutions to its clients and focuses on long-term relationships and the preservation and growth of client wealth across generations.

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Products & services

Industry:External Asset Management
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Asset Management
Discretionary investment strategies, actively managed portfolios, preferred fund managers, fund selection, asset allocation and listed offerings such as funds and AMC structures.
Portfolio Management
Bespoke investment strategies, portfolio construction, risk-profile-based asset allocation, benchmark-oriented management and manager selection across an economic cycle.
Wealth Management
Wealth structuring with trusts, foundations, domiciliary companies, PPLI structures and Lombard lending, plus tax and estate planning and inter-generational wealth transfer.
Discretionary Fund Management
DFM services for independent financial advisors, wealth managers and institutions, with customised portfolios, mandate and ESG alignment, benchmark orientation and platform-hosted implementation.
Special Opportunities
Access to private equity, private placements and other capital market opportunities, including alternative investments across sectors such as aviation, hospitality, energy, blockchain, FinTech and MedTech.
Philanthropic Advisory
Pro bono philanthropic advisory via The Taylor Foundation and the Enable Fund, a global tax-deductible platform for social impact and legacy planning.
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Secure profile

Location

Holbeinstrasse 31
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-328.928.471
Founded
2018 · 8 years
Last commercial register change
April 21, 2023
Employees
1 to 10

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