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DirectoryFinance & InsuranceExternal Asset ManagementZurichInvestera Capital AG
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Verified· 3 sources

Investera Capital AG

Summary

About the company

Investera Capital AG provides tailored investment and advisory services for ultra-high-net-worth families, including active portfolio and risk management, access to Swiss custodian banks, direct private equity and real estate investments, and wealth transfer and administrative services. The firm is listed on its website as a licensed portfolio manager under FINMA and states membership in the Swiss Association of Wealth Managers (SAM) and Ombud Finance Switzerland (OFS).

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Products & services

Industry:External Asset Management
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Wealth management
Tailored wealth management for UHNW families with active portfolio and risk management, access to top Swiss custodian banks, and aligned interests.
Strategic investment advisory
Strategic advisory for direct investments in private equity, real estate development and institutional partnerships, as deal-by-deal support for qualified investors.
UHNW services
Services for UHNW families covering wealth transfer, NextGen preparation and administrative support.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 12 reviews across all connected sources

Sources
GGoogle512
★TrustpilotSoon
PProvenExpertSoon

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Location

Bahnhofstrasse 10
8001 Zurich
Opening hours
Mon
09:00 - 17:30
Tue
09:00 - 17:30
Wed
09:00 - 17:30
Thu
09:00 - 17:30
Fri
09:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-159.715.734
Founded
2019 · 7 years
Last commercial register change
September 16, 2025
Employees
1 to 10

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