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 financial objectives.
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 client, along with continuous monitoring and re-balancing according to market conditions.
We provide valuable guidance and expertise to clients in managing their investment portfolios and executing trades. This service helps clients make informed investment decisions based on market analysis, research, and risk assessments conducted by our team.
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.
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.
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.
We work with recognized and regulated insurance companies to provide our clients with comprehensive wealth and succession planning solutions.
This pivotal partnership ensures the smooth and efficient transfer of your family's wealth across generations.
Our primary objective is to develop robust financial strategies that maximize the security of your wealth, safeguarding it for the long term.
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 across generations.
Our role is to tailor your asset structure to align with your specific requirements and objectives.
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.
We advise institutional clients like Foundations and Trusts by:
- Checking whether the portfolio is aligned with the corporate guidelines and investment regulations of the institution.
- Supporting the bank in finding the best investment solutions in order to achieve an optimal risk adjusted return.
- Detecting and avoiding any conflict of interest or limited (biased) financial product selection.
- Establishing a bridge between the company and bank to ensure transparency.
- Preparing extensive reports (consolidation, risk parameters, asset class overview) to provide board members with relevant information in a transparent way supporting them to assess the quality of the managed portfolio by the bank.
We can offer you unique real estate investment opportunities in order to diversify your portfolio.
Through a third party co-partnership you profit from property and company management, analysis of new projects, cost controlling and tax efficient setups.
Thanks to our independent late-stage startups subsidiary, we are able to help founders and members of startups with additional services such as:
- Account openings in Switzerland
- Assistance with market entries in the DACH region
- Guidance in navigating cross-cultural differences
- Access to key stakeholders and innovation leaders
We also give our investors access to innovative investment opportunities in order to diversify their portfolio.
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.
We oversee, manage and control your global portfolio, minimizing risk and matching the investments to your financial objectives.
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 client, along with continuous monitoring and re-balancing according to market conditions.
We provide valuable guidance and expertise to clients in managing their investment portfolios and executing trades. This service helps clients make informed investment decisions based on market analysis, research, and risk assessments conducted by our team.
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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.
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.
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.
We work with recognized and regulated insurance companies to provide our clients with comprehensive wealth and succession planning solutions.
This pivotal partnership ensures the smooth and efficient transfer of your family's wealth across generations.
Our primary objective is to develop robust financial strategies that maximize the security of your wealth, safeguarding it for the long term.
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 across generations.
Our role is to tailor your asset structure to align with your specific requirements and objectives.
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.
We advise institutional clients like Foundations and Trusts by:
- Checking whether the portfolio is aligned with the corporate guidelines and investment regulations of the institution.
- Supporting the bank in finding the best investment solutions in order to achieve an optimal risk adjusted return.
- Detecting and avoiding any conflict of interest or limited (biased) financial product selection.
- Establishing a bridge between the company and bank to ensure transparency.
- Preparing extensive reports (consolidation, risk parameters, asset class overview) to provide board members with relevant information in a transparent way supporting them to assess the quality of the managed portfolio by the bank.
We can offer you unique real estate investment opportunities in order to diversify your portfolio.
Through a third party co-partnership you profit from property and company management, analysis of new projects, cost controlling and tax efficient setups.
Thanks to our independent late-stage startups subsidiary, we are able to help founders and members of startups with additional services such as:
- Account openings in Switzerland
- Assistance with market entries in the DACH region
- Guidance in navigating cross-cultural differences
- Access to key stakeholders and innovation leaders
We also give our investors access to innovative investment opportunities in order to diversify their portfolio.
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.
