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.
Capitalium Advisors was envisioned to bring clients closer to the wealth management standards of tomorrow.
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.
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.
Our model is not based on a convergence of interests, but rather on a total alignment with our clients.
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.