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DirectoryFinance & InsuranceExternal Asset ManagementGenevaCAPITELIA INVEST SA
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CAPITELIA INVEST SA

Summary

About the company

The core activity of Capitelia Invest S.A. is independent wealth management and management for private clients. The company offers personalized solutions for managing assets, including the creation of actively managed certificates (AMC) and the management of cryptocurrencies. It also provides comprehensive care and advice on economic, legal, tax and financial matters.

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Industry:External Asset Management
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Personalised wealth management
A management mandate built around the risk profile, objectives and investment horizon, with regular reviews and transparent reporting.
Wealth management
Selection of funds, securities and structured products, with dynamic asset allocation based on market conditions.
Family Office
Holistic support for family wealth, asset consolidation, succession planning and coordination with lawyers and notaries.
Creation of AMC
Creation of bespoke Actively Managed Certificates tailored to investment convictions, with active and transparent management.
Cryptocurrency management
Integration of digital assets into the overall wealth strategy, with blockchain expertise and professional management of crypto portfolios.

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Location

Rue Saint-Léger 19
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-112.366.721
Founded
2005 · 21 years
Last commercial register change
June 11, 2024
Employees
11 to 20

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