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DirectoryFinance & InsuranceExternal Asset ManagementZurichSwiss Capital Wealth Management AG
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Swiss Capital Wealth Management AG

Summary

About the company

Swiss Capital Wealth Management AG provides tailored, independent investment advice and asset management to international private clients. The firm is licensed as an asset manager by FINMA, is affiliated with FINcontrol Suisse AG under the FINIG, and assists clients with custody bank selection, consolidation of banking relationships and comprehensive reporting.

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Industry:External Asset Management
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Wealth management
Professional, tailor-made discretionary portfolio management with clear objectives, ongoing performance and investment reports, and selection of suitable financial instruments.
Investment advisory
Advisory mandate with investment decisions in consultation, second opinions on all asset classes, proactive advice, execution-only service, and access to research and product providers.

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Location

Klausstrasse 4
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-108.738.593
Founded
1999 · 27 years
Last commercial register change
May 22, 2024
Employees
1 to 10

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