Wealth Management

At Swiss Capital Wealth Management AG (SCWM) we offer a tailor-made service to our international private clientele covering investment advice, discretionary portfolio management, as well as family office services.

Our firm was established in 1998 and we operate under Swiss law as a fully independent limited liability corporation. In addition we also adopt the regulations of the Swiss Financial Market Supervisory Authority (FINMA).

Each and every client receives a dedicated personal service from one of our experienced partners. Together with our independence, this enables us to work out an appropriate investment strategy free of institutional preferences and pressures.

This autonomy also means that our clients can maintain an existing relationship with the bank of their choice. However, should it be necessary, we can guide clients in the choice of a new custodian, as we have negotiated advantageous conditions with a select number of renowned institutions. If so desired, we can consolidate all banking relationships, domestic and international, and provide a comprehensive report on the total assets. In the case of larger family assets, we can offer a bespoke service in coordinating and managing the entire family office.