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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Industry:External Asset Management
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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.
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