As a client, you’re at the heart of everything we do. Engaging in personal contact and providing tailored advice is particularly important to us and we consider these to be among our key areas of expertise. With the help of individual solutions, we ensure that together we reach your goals with the utmost care. You can rely on our well-coordinated team with over 80 years of financial market experience. The base of our activities is the respectful and sustainable interaction with our stakeholders.
Simon NewsonCo-Founder/Managing Partner
Telephone: +41 58 680 12 firstname.lastname@example.org
“Less is more.”
Nick Zürcher Junior Client Advisor / Portfoliomanager
Telephone: +41 58 680 12 email@example.com
“Your individual needs are our motivation.”
“We care for the assets entrusted to us as if they were our own.”
Silvio ZagnoliCo-Founder/Managing Partner
Telephone: +41 58 680 12 firstname.lastname@example.org
“Our most valuable asset – the trust of our clients.”
Telephone: +41 58 680 12 email@example.com
Nick ZürcherJunior Client Advisor / Portfoliomanager
“Less is more”
Independence and honesty are two of our main cornerstones. That is why we believe in a transparent pricing and entirely forego product-related reimbursements.
In addition to our many years of experience, we also boast an established network of qualified external specialists who we can call upon when necessary. We know what we are good at, but we’re also well aware of our limitations. Our partnership with Aquila AG, the Swiss platform for independent asset managers and family offices, allows us to focus on financial markets and your needs. Additionally, through our collaboration with Aquila, we are affiliated with the Swiss Financial Services Ombudsman (FINSOM).
With our vast experience and expertise, we have the necessary skills to preserve and develop your assets. This results in tailor made services and a holistic approach – regardless of the size of your assets. We are a dedicated and competent partner for any questions around your wealth, providing you with asset management or advisory services – during good and bad times.
* Provided in collaboration with proven partners from our network
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Capicura Partners AG
Capicura Partners AG
Phone +41 58 680 12 20