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CdR Capital SA

Summary

About the company

CdR Capital SA is an independent global wealth manager and multi-family office providing bespoke wealth management and family-office services to individuals, family offices and institutions. Its services include wealth strategy, discretionary portfolio management and execution, consolidated reporting and outsourced back-office administration, together with coordination of tax, legal and succession matters.

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Products & services

Industry:External Asset Management

✓ Offered5

Wealth Management

Bespoke strategies and solutions for individuals, family offices and institutions; transparent, unbiased advice and portfolio management tailored to client objectives.

Independent Multi-Family Office

Independent multi-family office services with advice free from product sales; support for client needs, long-term goals, family dynamics and coordination with existing advisors and banks.

Investment Advice and Portfolio Management

Investment advice, portfolio management and active portfolio advisory for private clients, family offices, institutions and ultra-high-net-worth individuals; asset allocation and tailored investment solutions.

Holistic Financial Planning

Holistic financial planning for private clients and ultra-high-net-worth individuals, covering client objectives and broader financial needs alongside investment matters.

Wealth and Asset Management

Wealth and asset management for private clients, families and institutional clients, including long-only and alternative investments and cross-border client servicing.

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CdR Capital SA

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CdR Capital SA

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