The core activity of Mecta Capital is the provision of wealth management and financial advisory services to high net worth individuals, families and family-owned businesses. This includes the management of assets, the creation of investment strategies and the provision of financial advisory services, including discretionary, advisory and transaction-based mandates.
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Industry:External Asset Management
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Discretionary wealth management with an investment mandate, asset allocation according to the client’s risk profile and investment strategy, regular portfolio monitoring, and communication of important changes.
Investment advisory
Investment advisory for clients who keep control of their investments, with recommendations based on the client’s profile and investment objectives.
Transactional advice
Transactional advice on a case-by-case basis to access specific strategies or selected and introduced fund managers via the company’s network.
Wealth management
Personalised wealth management, including investment selection, asset allocation, opening Swiss bank accounts, risk monitoring, and support for portfolios tailored to the client.
Estate planning
Estate planning with a long-term strategy, preservation and growth of capital, an overview of assets, and organisation of structures such as trusts or special vehicles.
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