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CAPITALIUM ADVISORS

Lasting innovation

OUR APPROACH
We create opportunities by leveraging close ties with our clients, which are flexible and bare of any conflict of interest. Hard work, pragmatism and rigor are the other factors that complete the Capitalium Advisors equation.

PROTECTING AND GROWING THE PATRIMONY OF OUR CLIENTS

We have developed a disruptive model that embraces the entrepreneurial dynamics of our business.

Our methods are dictated by transparency and the unequivocal need for professionalism and exemplarity.

We deliver beyond the industry best practices and abide to those we deem indispensable to performance.

This model was not built to serve our clients. It was rather conceived hand-in-hand with our clients to redefine the norms of traditional wealth management.

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We are
Capitalium Advisors.

More than a name, Capitalium Advisors revolves around people and values. Its founders, Alain Zell, Clément Schoeb and Sébastien Leutwyler, share a passion for endeavors, abide by common values and adhere to a collective vision to redefine wealth management and its practices.

In tune with a new generation of clients, the associates of Capitalium Advisors understand evolving expectations as well as the stakes that are at play. They offer an innovative approach, built on rigor and excellence.

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Sébastien LEUTWYLER, CIWM, CAIA
Managing Partner & CIO

Married and father of two.


Sébastien holds a Masters in Economy in addition to two professional certifications, in wealth management (CIWM) and in investment analysis (CAIA). In 2016, after a two-year curriculum, Sébastien obtained an Executive MBA in Strategy & Management from the Stockholm School of Economics and HKUST.


Sébastien entered the professional world in 2004, first at Morgan Stanley, later at Lombard Odier & Cie. Throughout these experiences, he held superior positions in investment, project development and organizational structuring. In 2016, he joined Capitalium Advisors as an associate in charge of investments and business development.


When he is not at the office, you might find Sébastien on a bike, in running shoes or a golf club in hands.

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Alain ZELL, CIWM, TEP
Managing Partner & CEO

Married and father of two.


Alain holds a license in Economics and Management as well as several certifications in financial engineering. He has also obtained a Federal Certificate in Finance and Investment as well as TEP (Trust Estate Practitioners) and CIWM (Certified International Wealth Manager) certifications.


Active on the professional landscape since 1989, Alain first gained experience at the Credit Suisse, in Switzerland and in the United States. In 1999, he joined Lombard Odier & Cie where he held various managerial positions. He notably partook in the development of activities related to private clients. As the director in charge of the international Swiss market, he decided to shift his focus in 2016 and founded Capitalium Advisors along with his associates.


Associate and CEO, Alain is also a board member at Schoeb Frôté SA, a partner to Capitalium Advisors.


With 13 marathons to his name, Alain is always up for a challenge but with one goal in mind: enjoy the journey just as much as the destination.

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Clément SCHOEB, CIWM
Managing Partner & CFO

Married and father of two.


Clément holds a Masters in Economic Sciences from the University of Lausanne and a Federal Certificate in Finance and Investment. He is also a certified CIWM (Certified International Wealth Manager).


He began his career in 2006, working for Lombard Odier & Cie where he gained expertise within the financial markets. Clément was responsible for the management and consulting of a strategic international clientele.


In 2013, Clément founded Schoeb Frôté SA where he currently serves as CEO. The company is specialized in wealth management and based out of Neuchatel. In 2016, he took an active role in the foundation of Capitalium Advisors, where he serves as an associate and board member.


Ex-international volleyball and beach volleyball player, Clément still is an avid player of the game that he continues to practice at a competitive level. Whether it be on the court on a bike, he applies the following principles at all times: rigor and discipline.


ME CHARLES DE BAVIER
Chairman of the Board of Directors

Senior Associate Kellerhals Carrard

Charles de Bavier has worked for numerous years in international trade, where he is specialized in practical and juridical work (transactions, chartering, financing, etc.). With experience in Geneva, Zurich and New York, Charles speaks fluent French, English, Spanish and Italian. Well-versed in banking law and asset management, he is a specialist in corporate law engineering and international tax restructuring for companies and individuals alike. He serves as Vice-President on the Board of Directors of Realstone (FINMA authorized company).

In 2016, enthralled by the Capitalium Advisors challenge, Charles accepted to take on the role of Chairman of the Board of Directors.

EDMOND CAPART
Executive Board Advisor

Serial Entrepreneur

Edmond holds academic background in Business Administration. He started his career at L’Oréal before shifting into the telecommunication business, where he has developed several successful ventures around the world. He is currently focusing his time and energy to further develop Tambora Systems, a leading company providing solutions to handle the mobile data traffic exponential growth.

As an executive advisor and successful international entrepreneur, Edmond advises Capitalium Advisors on strategic developments. He provides the company with insightful proposition and feedbacks to address the challenges ahead and enhance the value proposition.

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KILIAN ZELL
Member of the Board of Directors

Student at the Federal Polytechnic School of Lausanne

Kilian Zell is a 19-year-old bio-engineering student at the Federal Polytechnic School of Lausanne. He has recently joined the Capitalium Advisors board of directors and will be challenging the business model through the eyes of a Millennial and will advise the company on fintech and artificial intelligence. He will also be the ambassador for the CASA NEXGEN®, a proprietary concept which is the non-financial branch of the CAPITALIUM ADVISORS® services. It is targeted primarily to families, helping them tackle challenges related to the transmission of patrimony.


OUR CERTIFICATIONS
The three Capitalium Advisors associates blend complimentary profiles and practices, which often stem from highly-regarded academic and professional certifications. Our team is proud to belong to the following organisms:
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