Cape Capital AG

Overview

Cape Capital AG is an independent wealth manager headquartered in Zurich, Switzerland. The firm provides bespoke wealth-management solutions, investment advice and personalised portfolios for private clients and families.¹

History

Cape Capital was established in 2002 as a family-office business serving one client with a personalised stability and continuity solution. In 2005, it expanded into alternative asset classes, including private equity.²

Timeline

1. 2002Cape Capital was established in 2002 as a family-office business serving one client with a personalised stability and continuity solution.
2. 2005In 2005, it expanded into alternative asset classes, including private equity.

Leadership

Alex Vukajlovic is Founder and CEO. He has led Cape Capital since its inception in 2002 and advises private clients, manages portfolios and equity funds, and sources private-equity opportunities.³

Current leadership roles listed by the firm include Stephan J. Vlček, Head of Family Office; Michael Knuchel, Head of Wealth Management; Kim Gueissaz, Head of Investment Solutions; Patrick Glaser, Head of Legal and Compliance; and Tess McLeod, Head of Client Engagement.¹

Services

Cape Capital offers customised wealth management, investment advice and personalised portfolio management. Its investment range includes fixed-income, credit, equity, long/short, multi-asset and nature-positive transition strategies.⁴

The firm sources private-equity opportunities through a global network and offers in-house investment funds. It reports more than 10 in-house funds and says its partners invest alongside clients in those funds.²

What the firm offers

• Investment management

Client Focus

Cape Capital serves private clients and families seeking tailored wealth-management and investment solutions. The firm reports more than 40 selected private clients and more than 35 experienced professionals across three offices.²

Approach

Cape Capital describes its approach as customised wealth management based on client ambitions, with accountability, responsibility and bottom-up allocation.²

Assets and Minimums

Cape Capital reports more than CHF 4 billion in assets under management. The Cape Equity Fund factsheet dated 31 August 2024 reports EUR 501 million in current assets and a EUR 5,000 minimum investment. The fund focuses on global quality companies.²⁵

Cape Capital is listed by FINMA as an authorised manager of collective assets.⁶

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.