capQon AG

Overview

capQon AG is an independent multi-family office based in Zurich. The firm focuses on holistic advice and management of family wealth, acting as a personal CFO for families and representing their interests with banks, asset managers and investment product providers.¹

capQon reports that it operates independently of banks and product providers and does not accept payments from third parties. It applies academic Behavioral Finance research alongside practical investment experience.¹

History

capQon was established in 2019. The firm is licensed as an asset manager by the Swiss Financial Market Supervisory Authority (FINMA).²

Leadership

Dr. Christian Kurz is founder and Chairman of the Board of Directors. He has 15 years of institutional asset management experience and teaches Alternative Investments, Portfolio Management and Behavioral Finance.¹

Nuot-Cla Giacometti is a member of the Board of Directors, bringing experience in international management consulting and Swiss-bank wealth management for wealthy clients. Ulrich Amberg is also a board member, with more than 20 years of management consulting experience, including leadership of consulting operations in Switzerland.¹

Simon Minder serves on the Board of Directors and has more than 25 years of experience in financial services, including more than 15 years advising families independently. Elisa Boschi is a board member with more than 20 years of experience leading international technology companies, mainly serving financial-services clients.¹

The firm states that its team has more than 75 years of combined experience.¹

Services

capQon’s stated financial services include asset management and investment advisory services. Its family-office support includes wealth planning and structuring, investment implementation, ongoing monitoring, real estate financing optimization, and coordination with lawyers and tax advisers.¹

The firm uses an open architecture and states that it has no proprietary investment products.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Private and alternative investments

Client Focus

capQon works with families seeking coordinated advice and management of family wealth. Its personal-CFO model is designed to represent family interests across relationships with banks, asset managers and investment product providers.¹

Approach

capQon combines academic Behavioral Finance research with practical investment experience. The firm reports an independent operating model, with no payments from third parties and no proprietary investment products.¹²

FAQs

Related resources

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• Similar firmsAmicum Capital AG
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  Profiles of Amicum Capital AG, HELMS Family Office SA, and Helvetia Investment Advisors SA give readers additional Swiss firms to review alongside capQon AG. Comparing stated services, locations, and client focus can help a family or business owner prepare focused questions about investment management, planning, taxation, and private investments.

Sources

1. capQon AG
2. capQon AG, company information

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.