Our Services

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.

Access to the best Swiss Asset Managers


 

Through the cooperation with ZWEI Wealth, our company gets access to the largest certified database of best Swiss active asset managers.

With this partnership, Toledo Capital offers a unique proposition by combining its experience in Wealth Management Advisory and the access to Zwei Wealth’s ranking of quantitatively analysed best-in-class Swiss Asset Managers.

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Corporate Directorship Services


 

Through our Corporate Directorship Services, clients can access the expertise and resources necessary to establish and maintain presence in Switzerland in order to operate or expand their business.

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Corporate Support


 

We firmly believe in fostering collaborations with external asset managers and service providers who require infrastructure support. Our aim is to provide comprehensive assistance, enabling them to meet the diverse needs of their clients effectively.

Our partners can leverage our expertise, resources, and specialized support, allowing them to focus on delivering exceptional service and meeting their clients unique demands. Together, we can create a symbiotic relationship that empowers success and growth.

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Benefits of working with us