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DirectoryFinance & InsuranceExternal Asset ManagementZurichMont Blanc Capital Management AG
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Mont Blanc Capital Management AG

Summary

About the company

The core activity of Mont Blanc Capital Management AG is wealth management and investment management for private, institutional and corporate clients. They offer individual solutions and strategies for wealth investment and focus on creating added value for their customers.

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Wealth management
Tailored portfolio solutions for private, institutional and corporate clients; advice, selection of investment vehicles, and management with custodian banks under limited power of attorney.
Portfolio solutions
Modular investment portfolios with bonds, equities, ETFs and funds; aligned with different needs, return objectives and risk profiles.
Advisory for institutional clients
Investment concepts and strategies for pension funds, asset managers, insurers and family offices; also for Swiss pension funds with tailored solutions.
Retirement solutions for companies
Tailored retirement solutions for SMEs in cooperation with partners, as well as solutions for large companies with their own treasury department.
GO Investment Approach
Proprietary investment model with a distribution-oriented portfolio of bonds and equities, systematic reinvestment, and active management of cash flow and opportunities.

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Location

Waldmannstrasse 8
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-112.494.537
Founded
2008 · 18 years
Last commercial register change
November 27, 2025
Employees
11 to 20

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