The core activity of Mosaik Capital AG is the provision of investment services as an independent investment office for family offices, families and institutional clients. This includes asset allocation, the selection and coordination of specialists from the network, as well as cooperation with banks and asset managers to offer tailored investment solutions.
AI-generated
Offering
Products & services
Industry:Family Offices
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
End-to-end support of family offices and families across all investment topics; asset allocation, mandating banks and asset managers, risk management and intergenerational wealth management.
Wealth Allocation and Asset Allocation
Comprehensive management of assets, implementing the allocation according to the client's relevant objectives.
Mandating Banks and Asset Managers
Selection and mandating of banks and asset managers from a single source, combined with the appropriate specialists network depending on the client's situation.
Risk Management and Control
Assessment and control of investment and portfolio risks, including the question of whether and which risks should be taken.
Intergenerational Wealth Management
Management of wealth for individual clients or across multiple generations, with involvement of all relevant parties as needed.