Capital Suite SA provides services in the field of asset management. The core activity includes designing and managing asset portfolios for private and institutional clients, including the selection and monitoring of investment products, risk management and asset optimization. The company also offers consulting services for succession planning and wealth transfer.
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Industry:External Asset Management
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Portfolio management with an investment profile, construction of diversified portfolios, continuous monitoring and risk-return oriented recommendations.
Financial advisory
Wealth advisory to define strategy, asset allocation and the selection of banks and asset managers, with investment recommendations and periodic decision support.
Family Office
Support for families and businesses in planning the investment strategy, consolidated reporting, cost control, risk control and generational transfer.
Consolidated reporting
Customisable consolidated reports for an overall view of total family wealth, including financial, real-estate and art assets and industrial participations.
Investment strategy and governance
Support in defining the investment strategy, building the asset allocation and selecting banks and wealth managers.
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