We advise a Swiss and international client base in the financial and non-financial aspects of managing their wealth.
We stand for the values of excellence and professionalism, both of which are guaranteed by the independence of our business model.
Our value proposition
revolves around four pillars →
Our model is based not on a convergence of interests with our clients, but, rather, on total alignment with those interests. On top of our industry’s best practices, we impose on ourselves those practices that we deem essential to conducting our business. Our performances are audited by an independent body certified by FINMA, the Swiss Financial Market Supervisory Authority.
Our approach to doing business is dedicated above all to generating returns but is also shaped by its flexibility and its efficiency. Our business model is geared to our clients directly, a model that is built not for them, but with them, with the goal of simplifying the financial aspects of their life equations.
Our business model is disruptive, uncompromising and consistent. This shows up in the more entrepreneurial approach that we take to our business and in the economies of scale that are generated from our long-standing experience and not from standardisation. Our model comes with a network of financial holdings to back our offering.
In addition to being an innovator in Switzerland, we invest for our clients in projects that adhere to a dynamic of change. We are positioned unequivocally in innovation. Our portfolios also reflect this dynamic of change by seeking out bold and high-performance opportunities.
Our investment universe covers all types of financial assets that are based on our clients’ choice of currencies. Our investment management is tax-efficient in both our choice of legal structures and in the investments that we select.
These vehicles reflect our know-how, innovativeness and ability to generate returns while supplementing traditional investment management.
We call on our experience to assist companies in managing their cash more efficiently and matching it to their operational constraints, all while guaranteeing optimum risk management.
We represent our clients’ interests within structures in which we have special expertise. We assist them in the strategic governance of their companies or in their financial investment decisions.
We have acquired cutting-edge tools for monitoring and granularly analyzing our clients’ financial and non-financial wealth. We use these to design a tailored long-term wealth-management strategy.
We assist our family office clients in their wealth transmission challenges by providing an ecosystem that prepares the emerging generation for the challenges and responsibilities of holding a financial inheritance.
billions of euros under management
conflicts of interest
independent manager (Citywire Switzerland)
quartile five-year performance
More than just a name, Capitalium is, above all, a story about people. Its three founders, Alain Zell, Clément Schoeb and Sébastien Leutwyler, share the same entrepreneurial spirit, the same values, and the same ambition of adapting wealth management to the realities of today’s world.
As contemporaries of this new generation of clients, Capitalium partners understand their expectations and challenges and offer an innovative experience built on the foundation of rigour and excellence that this profession requires.
With its solid experience in wealth management, Capitalium avails you of highly complementary profiles and skillsets, based on top-tier academic skills and professional certifications.
Capitalium is a sector benchmark. We have several awards under our belt from Swiss trade associations for the excellence of our business model and services.
Capitalium is audited by PwC and certified by FINMA, the Swiss Financial Market Supervisory Authority. It is affiliated with the self-regulation body AOOS and with Ombud Finance Suisse (OFS).
We work with the largest Swiss and European depositary banks and possess a top-tier network of partners.