FAMILY
OFFICE

Wealth planning is the art of structuring your
wealth while building and preserving it.

WEALTH
MANAGEMENT

We oversee, manage and control your global portfolio, minimizing risk and matching the investments to your aims.

TRUSTED
PARTNERS

We bring together a team of Experienced
Investment Professionals to offer the best
service for our clients.

FINANCIAL
EXPERTISE

We bring together a team of Experienced
Investment Professionals to offer the best
service for our clients.

INDEPENDENT
ADVISORS

We oversee, manage and control your global portfolio, minimising risk and matching the investment to your aims.

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Preserve Your Wealth
With Experts You
Can Trust

We are a Boutique Multi-Family Office located in the heart of Zurich, Switzerland. We are regulated by FINMA (highest Swiss financial regulation) and audited by Pricewaterhouse Coopers.          
We provide comprehensive wealth management and Family Office services for high net worth individuals and families around the globe. Our team of experts is dedicated to preserving the client’s wealth and insuring a multi-generational wealth transmission.

In today’s complex financial environment, it is essential to have an independent expert accompanying you. Banks have their own profit centres, so while considering investment requirements, they find themselves having to balance both the needs of their clients and their own at the same time, which obviously leads to a conflict of interest.

As an independent Family Office our decisions are not biased by any internal policies, enabling us to operate according to your personal financial needs, resulting in an optimal return adjusted to your risk adversity.

Our only and sole target is being your trusted finacial specialist.We accompany you in the complex financial world by creating transparency through the selection of the Best in class Asset – Manager and preserving your wealth over the generations.

To find more information about our flagship portfolio click here

Values

Focusing on our clients needs, based on: Quality, Independence, Transparency and First Class Service.

Vision

A world where high net worth individuals and families have the most sophisticated financial services without a conflict of interest.

Mission

Preserving our clients wealth and insuring a multigenerational wealth transmission.

Our Services

WEALTH
MANAGEMENT

We oversee, manage and control your global portfolio, minimising risk
and matching the investments to your aims.
Our portfolio management process includes the establishment of the investment objectives, qualitative and quantitative screening of securities, selection and allocation of securities in line with the strategies predefined by the clients, along with continuous monitoring and re-balancing according to market conditions.

FAMILY
OFFICE

Wealth planning is the art of structuring your wealth while building and preserving it.
It plays a pivotal role in the organisation and effective transfer of family wealth from generation to generation. We control whether your asset structure is in relation to your needs.

ADVISORY
SERVICES

We have extended our services to the benefit of our clients with our exclusive cooperation with ZWEI Wealth Experts AG.
This partnership allows us to have access to the largest certified database of the best Swiss asset managers and advise you accordingly in order to find the best-in-class managers.

Performance Overview

Through our absolute return investment approach, we strive to achieve stable positive returns,reduce overall portfolio volatility and limit market risk regardless of whether markets are going up, down, or sideways. Our return target lies within the range of LIBOR + 3 to 7 %, depending on the risk aversion of each client. Our returns metrics can be seen below.
USD
CHF
EUR

%

3 Year Annual Return

%

5 Year Annual Return

%

8 Year Annual Return

Awards and Recognition

Toledo Capital AG Awarded
"Fund Manager of the Year
2018/2019 Award"

Toledo Capital AG Awarded “Best Wealth Management Service Switzerland 2019

Toledo Capital AG Awarded “Best Boutique Wealth Management – Family Office 2020"

Toledo Capital AG Awarded “Best Wealth Management Service Switzerland 2020”

Toledo Capital AG Awarded "Best Boutique Wealth Management – Family Office 2021”

Toledo Capital AG Awarded “Best Wealth Management Service Switzerland 2021”