Toledo Capital AG is the first family office to get access to the largest open bank database of the best Swiss active asset managers. Clients can now enhance and complement the traditional advantages of a family office with the modern and open database of ZWEI Wealth AG.
The portfolio solutions listed below were selected by Toledo Capital through the Investment Liberation approach.
Investment Liberation is a combination of the traditional Toledo Capitals’ experience in selecting the best wealth managers for High Net Worth Individuals and leveraging it with having access to the largest certified database of the best active Swiss asset managers.
Compare risk and return of your own current portfolio per asset class with the results of the Swiss “Best-In-Class” asset managers!
Be aware: you can profit from these solutions without changing your trusted bank relation.
Choose your strategy and reference currency below. You will find some key information on the managers performance, risk and cost characteristics.
We also offer other tailored options adapted to our clients needs. We are at your disposal for further questions and information by phone (+41 43 58 680 62 80, Ralf Helbling, Toledo Capital AG) or E-mail (firstname.lastname@example.org).
We are a Zurich-based multi-family office successfully operating since its foundation in 2010.
Our philosophy and strength is to find and give always the best solution for our clients, through identifying and understanding their needs and then translate them into an investment strategy.
We then select the best institutional mutual fund managers for each asset class and construct a combined portfolio so that the client can achieve his financial goals with the least amount of risk while maximizing returns.
Even if multiple asset managers and/or strategies are selected, you can receive an overall consolidated view of your assets upon request and maintain your Toledo contact person.
In 2014, the original idea was to establish a consultancy for wealth management, completely independent of financial service providers and products. Over the years, an entire ecosystem has evolved which is constantly being developed and expanded further. Today, ZWEI Wealth is the largest independent ecosystem in wealth management. As per the initial principle, this ecosystem is completely independent of banks, asset managers and other providers.