Swiss Capital IB logo
Route de Saint-Julien 148
CH–1228 Plan-les-Ouates
Tél. +41 (0)22 743 22 49

Our Services

Wealth Management

  • Wealth management

  • Portfolio management

  • Investment advice

  • Goal-based assets allocation

  • Consolidated reports and asset monitoring

  • Financial planning

  • Estate planning

  • Real estate including mortgages

Multi-Family Office

  • Tax and legal assistance

  • Real estate management and brokerage

  • Financing, loans and financial structures

  • Insurance

  • Administration, accounting

Corporate Solutions

  • Identification and assessment of financial risks

  • Implementation of risk management

  • Risk optimization and reduction

  • Support during transactions

  • Execution mandates

  • Treasury audit

  • Training

  • Financing

Asset Management

  • Corporate cash management

  • Portfolio Management

  • Pension fund asset management

  • Equities

  • Bonds

  • Funds of funds