LM Capital SA

Overview

LM Capital SA is an independent Swiss family business specializing in private wealth management and multi-family office services, with offices in Montreux and Martigny. The firm combines wealth management and investment advisory expertise to deliver personalized financial services focused on clients’ long-term goals.¹

History

LM Capital reports operating in its fields of activity since 2007.²

Leadership

Antoine Lakah is Co-CEO and founded LM Capital in 2007 after working in Credit Suisse private banking and related senior roles. Guillaume Lakah is Co-CEO and Head Portfolio Manager, responsible for global investment strategy since 2021 as well as fintech partnerships and technology development. Sergio Diaz is Senior Relationship Manager and heads the Martigny branch; he joined the firm in October 2021. Florent Comte is Deputy Portfolio Manager and joined LM Capital in 2025 after portfolio management roles at Bruellan SA and Stanhope Capital SA.³

Services

LM Capital’s business lines include wealth management, alternative and private investments, asset management, and real estate services. Its wealth management offering covers financial and property assets, estate planning, property management, philanthropy, and trust services.⁴

The firm’s investment lines include cash and cash equivalents, bonds, equities, alternative investments, and private equity. LM Capital reports working with first-class custodian banks and privileged agreements to provide reporting and access to financial products and services.⁵

What the firm offers

• Investment management
• Estate planning
• Trust and fiduciary
• Philanthropy
• Private and alternative investments

Client Focus

LM Capital provides personalized services for clients seeking coordinated management of financial and property assets, investment advice, estate planning, philanthropy, trust services, and real estate support.⁶

Approach

LM Capital describes its approach through independence, availability, transparency, safety, and made-to-measure solutions. The firm reports a fully digitalized ecosystem, including a portfolio management system that consolidates multi-bank and multi-generational portfolios.⁷

Since January 2021, LM Capital has partnered with HEC Lausanne on data science development projects that use real-world finance problems in students’ analytics training.⁸

Regulation

LM Capital reports that it is a FINMA-authorized portfolio manager supervised by the Organisme de Surveillance des Instituts Financiers OSIF.⁹

FAQs

Related resources

• LocationMultifamily offices in Switzerland

  This guide helps Swiss families compare multi-family office structures, service scopes, and regional considerations. It gives a useful starting point for assessing how investment management, estate planning, trusts, philanthropy, and alternative investments may fit a family's needs when reviewing LM Capital SA.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com offers a directory for examining corporate venture capital firms and their investment focus. A business owner considering private or alternative investments can use it to research market participants, compare approaches, and prepare more specific questions for a Swiss wealth adviser.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community for single family offices and wealthy families. Readers can use it to learn how peers think about governance, succession, philanthropy, and investment oversight before discussing private wealth management or fiduciary arrangements with a multi-family office.

• GuideData privacy and security with an MFO

  This privacy and security resource outlines questions families should ask about confidentiality, data handling, access controls, and communication practices with a multi-family office. Those topics matter when services include wealth management, estate planning, trusts, fiduciary work, and philanthropic administration across Swiss and international relationships.

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  Reviewing Baumgartner Family Office AG, Earl Fiduciary AG, and HELMS Family Office SA gives readers additional Swiss firms to investigate. Comparing their stated services, locations, and client focus with LM Capital SA's family business context can help an owner define priorities for wealth management, fiduciary support, and alternative investments.

Sources

1. LM Capital, About
2. LM Capital, About
3. LM Capital, About
4. LM Capital, About
5. LM Capital, Home
6. LM Capital, About
7. LM Capital, About
8. LM Capital, About
9. FINMA, Authorized portfolio managers supervised by OSIF

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.