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A BRAND NEW OUTLOOK

on Wealth Management


PUTTING CLIENTS FIRST
Our clients benefit from unique financial expertise, which puts transparence, excellence and simplicity at the forefront. We build lasting and trustworthy relationships with our clients and put their best interest at the heart of all that we do and deliver.
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Capitalium Advisors was envisioned to bring clients closer to the wealth management standards of tomorrow.

OUR SOLUTIONS
We develop solutions that are tailored to our clients: might they be families, millennials or entrepreneurs. These offers were not built for our clients, but with our clients, to simplify the financial component of their life equation to the fullest.
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Our mission: excellence

On a daily basis, our mission consists of delivering performance through tailored portfolio management mandates, innovative investment solutions and value-added services that put our clients’ interests at the forefront.

No compromises in our methods

We advise clients from Switzerland and the International Community in regards to the financial and non-financial aspects of wealth management. Our value-add stems from our independence and our transparency. These are values that we defend, and that are core to our business.
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Our model is not based on a convergence of interests, but rather on a total alignment with our clients.

OUR AFFILIATIONS
To ensure a path towards sustainable development and to make its mark in the local economy, Capitalium Advisors is affiliated with the following organizations:
OUR REWARDS

Recognised for our actions.

Since it was first started, Capitalium Advisors has demonstrated initiative, vision and rigorous practices, which in turn have been recognised by various awarding institutions and industry stakeholders.

  • 2017
  • 2018
  • 2019
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    ACQ5

    Gamechanger of the Year

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    ACQ5

    WM Advisory Firm of the Year

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    W&F

    Family Office of the Year

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    WealthBriefing Awards

    External Asset Manager Nominee

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    CV Magazine

    Corporate Excellence Awards

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    WealthBriefing Awards

    Leading Individual Nominee

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    ACQUISITION INTERNATIONAL (AI)

    Business Excellence Awards

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    Global Banking and Finance Review

    Best New Independant AM Awards

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    WEALTH PROFESSIONAL AWARDS

    Finalist - Award For Engagement, Loyalty & Client Care

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    ACQ5

    Gamechanger of the Year

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    ACQ5

    WM Advisory Firm of the Year

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    CV Magazine

    Best in Business Awards

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    W&F - Wealth & Money Management

    Most Innovative Financial Planning Firm - Switzerland

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    BUSINESS WORLDWIDE AWARDS

    Most Innovative Firm – Swiss Wealth Management Industry

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    PERFORMANCE WATCHER

    Best Performer Mid Risk Profile - 08/2018

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    WEALTHBRIEFING AWARDS

    External Asset Manager Nominee

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    WEALTHBRIEFING AWARDS

    Best Asset Management Firm Nominee

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    WEALTHBRIEFING AWARDS

    Outstanding Contribution Nominee

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    INTERNATIONAL INVESTOR

    Most Transparent WM Firm 2019

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    CITYWIRE SWITZERLAND TOP 50

    Switzerland Leading Investment Managers

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    WEALTHBRIEFING AWARDS

    Specialist Wealth Manager Nominee

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