We provide third-party advisory and wealth management services in order to preserve the wealth of high-net-worth individuals and ensure a successful wealth transmission of families around the globe.
We offer a broad range of services to our clients, tailored to their individual needs, covering both the investment side along with family office services.
Our in-house team of best-in-class experts in the respective fields along with the broad network of partners in Switzerland will support you every step of the way.
We oversee, manage and control your global portfolio, minimizing 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.
Even though we focus on a long-term diversification we are more than happy to execute trading orders for you at any given time.
We continuously screen the market in order to generate outstanding trading ideas and provide a modular solution at the very highest level that will make you more agile on the market.
High net worth individuals hold assets that are diversified among several custodians, countries and currencies.
As your wealth manager, we have the ability to construct an aggregated overview of all your financial assets and their performances.
This is then the basis for a detailed quantitative and qualitative monthly reporting, which can be customized according to your needs and wishes.
Thus, we are able to screen your risk exposure enabling you to see the full picture.
Good decision-making requires timely, accurate and comparable data on investment performance.
As we continuously review and analyze your portfolio, we are able to provide you with personalized reports in addition to the usual financial statements.
As a client you receive investment reports with detailed performance and asset allocation data, performance analysis reports, as well as accounting views of asset statements and transactions.
In addition, we continuously provide you with an analysis of your biggest positions in order to make your risk exposure tangible for you.
Through our close due diligence and cooperation with investment funds, banks or other financial institutions we have access to first-hand research material.
We profit from holistic information gathering as we are not limited to internal research only.
You profit from our knowledge base through sophisticated investment selection.
We oversee, manage and control your global portfolio, minimizing 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.
Even though we focus on a long-term diversification we are more than happy to execute trading orders for you at any given time.
We continuously screen the market in order to generate outstanding trading ideas and provide a modular solution at the very highest level that will make you more agile on the market.
High net worth individuals hold assets that are diversified among several custodians, countries and currencies.
As your wealth manager, we have the ability to construct an aggregated overview of all your financial assets and their performances.
This is then the basis for a detailed quantitative and qualitative monthly reporting, which can be customized according to your needs and wishes.
Thus, we are able to screen your risk exposure enabling you to see the full picture.
Good decision-making requires timely, accurate and comparable data on investment performance.
As we continuously review and analyze your portfolio, we are able to provide you with personalized reports in addition to the usual financial statements.
As a client you receive investment reports with detailed performance and asset allocation data, performance analysis reports, as well as accounting views of asset statements and transactions.
In addition, we continuously provide you with an analysis of your biggest positions in order to make your risk exposure tangible for you.
Through our close due diligence and cooperation with investment funds, banks or other financial institutions we have access to first-hand research material.
We profit from holistic information gathering as we are not limited to internal research only.
You profit from our knowledge base through sophisticated investment selection.
Wealth planning is the art of structuring your wealth while building and preserving it.
It plays a pivotal role in the organization and effective transfer of family wealth from generation to generation.
We control whether your asset structure is in relation to your needs.
We eliminate the burden of continuous bank communication.
We screen at all times whether the fees you pay are justified, all your transactions are valid, the dividends and distributions you receive are correct and we have constantly capitalized on market opportunities.
It is vital for us, that the evolution of your portfolio fits your predefined goals at all times.
Switzerland has a liberal economic system.
Government authorization is not usually needed for business activities. However, economic participants must meet regulatory requirements.
We will assist you in planning the organization, processing and reporting of information.
We can offer you unique real estate investment opportunities in order to diversify your portfolio.
Through a third party copartnership you profit from property and company management, analysis of new projects, cost controlling and tax efficient setups.
We collaborate with top third-party advisors in order to provide you with comprehensive solutions for any needs concerning legal, taxation, real estate and business.
Through our partnerships, we are able to handle any of your private and commercial needs.
Wealth planning is the art of structuring your wealth while building and preserving it.
It plays a pivotal role in the organization and effective transfer of family wealth from generation to generation.
We control whether your asset structure is in relation to your needs.
We eliminate the burden of continuous bank communication.
We screen at all times whether the fees you pay are justified, all your transactions are valid, the dividends and distributions you receive are correct and we have constantly capitalized on market opportunities.
It is vital for us, that the evolution of your portfolio fits your predefined goals at all times.
Switzerland has a liberal economic system.
Government authorization is not usually needed for business activities. However, economic participants must meet regulatory requirements.
We will assist you in planning the organization, processing and reporting of information.
We collaborate with top third-party advisors in order to provide you with comprehensive solutions for any needs concerning legal, taxation, real estate and business.
Through our partnerships, we are able to handle any of your private and commercial needs.
Through the cooperation with ZWEI Wealth, our company gets access to the largest certified database of best Swiss active asset managers.
With this exclusive partnership, Toledo Capital offers a unique proposition by combining its experience in Wealth Management Advisory and the access to Zwei Wealths ranking of quantitatively analysed best-in-class Swiss Asset Managers.
Toledo Capital’s philosophy is to always find the best solution for its clients. Our advisory service demonstrates this philosophy.
By allowing clients to select their asset manager based on an external, independent database of certified and rated external asset managers, we ensure that no conflicts of interest arise.
Toledo Capital supports this selection with its experience and know-how and continuously monitors the client’s decision.
The company ZWEI Wealth was founded in 2014 by Prof. Dr. Klaus Wellershoff (formerly CIO at UBS) and Patrick Müller (formerly a senior executive at UBS).
Today, ZWEI Wealth is the largest wealth management ecosystem in Switzerland with more than 400 asset managers in various asset classes, which are continuously reviewed and rated using a proprietary methodology.
Based on our consultation we define your needs.
We provide you with a longer list of 5–10 independently certified and rated asset managers per asset class from the ZWEI database.
Together with you, we narrow the list down to 2–3 asset managers which seem most appropriate.
From this selection, we will arrange a (Zoom) meeting with each asset manager.
We then support you in defining which asset manager is the right one for you.
We support you in the contractual implementation between you and the asset manager, i.e. in negotiating the contractual conditions.
We periodically monitor the contractual alignment of the investment strategy defined in the contract between you and the asset manager.
We periodically evaluate the asset manager’s ability to outperform.
If any changes are necessary, an alternative asset manager will be selected through our ZWEI database process.
On a monthly basis, we send you a report.
Our investment philosophy is to always find and give the best solution for our clients. Under this philosophy, we now have the opportunity to enhance and complement our services with our Investment Liberation solution, which is based on best-rated Swiss Asset Managers.
Through our traditional approach, we select the best-in-class active/passive Fund Manager worldwide, which have proven to outperform the other managers, and implement them according to our Macro Asset Class strategy. The investment liberation service, is focused on Swiss Asset Managers (single stock picker) and are rated by the biggest Swiss independent databank company.
It is the first time in the Swiss Wealth Management industry that you can get access to the best Swiss Asset Manager in different asset classes. These managers, were rated over many years by the known independent company ZWEI Wealth, which makes this investment solution a transparent and efficient service and at the same time it allows to keep the relationship with your bank.
It’s not more expensive, despite the fact that we provide access to the best in class Swiss Asset Manager and increase your chances to have the best results, it is actually less expensive due to our direct access and our contractual terms with them.
Through the cooperation with ZWEI Wealth, our company gets access to the largest certified database of best Swiss active asset managers.
With this exclusive partnership, Toledo Capital offers a unique proposition by combining its experience in Wealth Management Advisory and the access to Zwei Wealths ranking of quantitatively analysed best-in-class Swiss Asset Managers.
Toledo Capital’s philosophy is to always find the best solution for its clients. Our advisory service demonstrates this philosophy.
By allowing clients to select their asset manager based on an external, independent database of certified and rated external asset managers, we ensure that no conflicts of interest arise.
Toledo Capital supports this selection with its experience and know-how and continuously monitors the client’s decision.
The company ZWEI Wealth was founded in 2014 by Prof. Dr. Klaus Wellershoff (formerly CIO at UBS) and Patrick Müller (formerly a senior executive at UBS).
Today, ZWEI Wealth is the largest wealth management ecosystem in Switzerland with more than 400 asset managers in various asset classes, which are continuously reviewed and rated using a proprietary methodology.
Based on our consultation we define your needs.
We provide you with a longer list of 5–10 independently certified and rated asset managers per asset class from the ZWEI database.
Together with you, we narrow the list down to 2–3 asset managers which seem most appropriate.
From this selection, we will arrange a (Zoom) meeting with each asset manager.
We then support you in defining which asset manager is the right one for you.
We support you in the contractual implementation between you and the asset manager, i.e. in negotiating the contractual conditions.
We periodically monitor the contractual alignment of the investment strategy defined in the contract between you and the asset manager.
We periodically evaluate the asset manager’s ability to outperform.
If any changes are necessary, an alternative asset manager will be selected through our ZWEI database process.
On a monthly basis, we send you a report.
Our investment philosophy is to always find and give the best solution for our clients. Under this philosophy, we now have the opportunity to enhance and complement our services with our Investment Liberation solution, which is based on best-rated Swiss Asset Managers.
Through our traditional approach, we select the best-in-class active/passive Fund Manager worldwide, which have proven to outperform the other managers, and implement them according to our Macro Asset Class strategy. The investment liberation service, is focused on Swiss Asset Managers (single stock picker) and are rated by the biggest Swiss independent databank company.
It is the first time in the Swiss Wealth Management industry that you can get access to the best Swiss Asset Manager in different asset classes. These managers, were rated over many years by the known independent company ZWEI Wealth, which makes this investment solution a transparent and efficient service and at the same time it allows to keep the relationship with your bank.
It’s not more expensive, despite the fact that we provide access to the best in class Swiss Asset Manager and increase your chances to have the best results, it is actually less expensive due to our direct access and our contractual terms with them.
We advise institutional clients like Foundations and Trusts by:
Thanks to our Real Estate department Bluerock Group AG, we can support and advise you by:
Thanks to our independent subsidiary InnoSource GmbH, we are able to help founders and members of startups with additional services such as:
With our broad network in the financial world and our location in the heart of the financial sector we are happy to support Family Offices in the following tasks:
We advise institutional clients like Foundations and Trusts by:
Thanks to our Real Estate department Bluerock Group AG, we can support and advise you by:
Thanks to our independent subsidiary InnoSource GmbH, we are able to help founders and members of startups with additional services such as:
With our broad network in the financial world and our location in the heart of the financial sector we are happy to support Family Offices in the following tasks:
*One hand solution for all your financial needs –
full asset consolidation
*Personalized ad hoc reporting –
Risk/Return Overview
*Independent trusted expert accompanying you –
Customer Focus
*Willingness to go the extra mile –
beyond your financial needs
* Collaboration with ‘best in class’ managers
* Real estate investments opportunities
* Selection of top alternative investments
* Access to top-notch institutional managers
* Low Maintenance Fees
* Advantageous bank fees
* Prevention of costly bank mistakes
* Controlling of hidden bank costs
* Cost efficient investment solutions
* Access to institutional funds
* Independent advisory, not influenced by bank policies
* Protection of your interest within the
financial institutions
* Cooperation with top third-party advisors
Audited by PwC
Aquila Member
Regulated by FINMA
