The core activity of CAPLAND SA is wealth management for private clients and families, including investment advice, wealth management, risk management and wealth planning across generations. The company offers tailored solutions for wealth management, including investment strategies, risk management and wealth planning, and has a network of business relationships in the financial sector.
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Industry:Funds & Investment Companies
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Portfolio management with asset allocation, selection of managers, CAPLAND-managed products, cash management and hedging strategies.
Investment advisory
Independent advice based on in-house research, selection of portfolio managers, CAPLAND flagship products, money market solutions and hedging strategies.
Private wealth management solutions
Tailor-made solutions for private clients: asset/liability solutions, portfolio review, risk monitoring, intergenerational wealth planning, consolidated reporting and stress testing.
Hedge fund of funds management
Selection and management of a portfolio of hedge funds with due diligence, track record criteria, correlation analysis, liquidity control and reporting.
Actively managed certificates
Actively managed certificates offered under Asset Management, backed by specific strategies and portfolio management.
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