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DirectoryFinance & InsuranceExternal Asset ManagementGenevaSWISS CAPITAL IB SA
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Verified· 3 sources

SWISS CAPITAL IB SA

Summary

About the company

SWISS CAPITAL IB SA is an independent wealth management firm providing multi-family office services including portfolio management, investment advisory and consolidated reporting. Its services cover estate planning, real estate financing and brokerage, tax and legal assistance, insurance and financial education; the firm is authorised as a wealth manager under LEFin and supervised by SO-FIT.

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Offering

Products & services

Industry:External Asset Management
✓ Offered
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4
Wealth management
Wealth management, portfolio management, investment advice, consolidated reports and asset monitoring, financial planning and estate planning.
Multi-family office
Tax and legal support, property management and brokerage, financing and financial structures, insurance, administration, accounting, philanthropy, life insurance and financial education.
Real estate
Real estate consulting, financing for a primary or secondary residence, financing for income-producing properties, enhancement of land, project management for real estate and brokerage mandate.
Wealth management for athletes
Wealth management, investment advice, financing and financial structures, financial planning, personal financial audit, private investments, insurance and philanthropy.
Reviews

Aggregated rating

Aggregated rating
4
of 5

Aggregated from 4 reviews across all connected sources

Sources
GGoogle44
★TrustpilotSoon
PProvenExpertSoon

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Location

Place de l'Université 6
1205 Geneva
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-114.094.002
Founded
2008 · 18 years
Last commercial register change
September 8, 2026
Employees
11 to 20

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