Sumus Capital

Overview

Sumus Capital is a Swiss asset management company that provides wealth management, family office, and institutional investment services. The firm reports holding a FINMA license to manage funds and is listed by FINMA as an authorised manager of collective assets under the name Sumus Capital SA in Geneva.¹

History

Sumus Capital began in September 2015 after several years of portfolio management for founding families. The firm says it started with two clients and has since expanded its client base and specialist team.²

The management completed a buyout in 2019 and retained majority ownership, according to the firm. Sumus Capital also reports that two new partners joined in January 2024, bringing new clients and a new fund under management.¹

The firm operates from Geneva and has maintained an office in Lugano since April 2018.¹

Timeline

1. 2015Sumus Capital began in September 2015 after several years of portfolio management for founding families.
2. 2018The firm operates from Geneva and has maintained an office in Lugano since April 2018.
3. 2019The management completed a buyout in 2019 and retained majority ownership, according to the firm.
4. 2024Sumus Capital also reports that two new partners joined in January 2024, bringing new clients and a new fund under management.

Leadership

Luca Parmeggiani is Founding Partner and CEO. Andrea Zuccheri is Partner and CIO, while Philippe Schaffhauser is Partner and Member of the Executive Committee.³

The board includes Nicolas Didisheim as Chairman, Yvar Mentha as Vice-Chairman, Jean Paul Rivas as Board Member, and Thierry Schaffhauser as Partner and Board Member.³

Services

Sumus Capital’s asset management services include investment strategy, asset allocation, investment advice, and access to Sumus Fund solutions covering diverse asset classes.⁴

Its wealth management and family office services include wealth planning, portfolio structuring across asset classes and geographies, consolidated reporting, and family governance.⁵

The firm reports managing two Luxembourg-domiciled SICAVs with eight sub-funds in total. Its assets under management are approximately split evenly between wealth management and asset management, according to Sumus Capital.¹

What the firm offers

• Investment management
• Financial planning
• Family governance and education

Client Focus

Sumus Capital serves private clients through wealth management and family office services, alongside institutional and fund management activities.¹

Approach

The firm describes its approach as tailored financial services for individual clients, supported by specialist expertise and attention to sophisticated and modern asset classes. Sumus Capital identifies Solidity, Expertise, and Transparency as its guiding principles and says it is audited by KPMG.⁶

FAQs

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Sources

1. Sumus Capital and [FINMA authorised managers of collective assets](https://www.finma.ch/en/~/media/finma/dokumente/bewilligungstraeger/pdf/flvervt.pdf?la=en)
2. Sumus Capital, Our Values
3. Sumus Capital, Team
4. Sumus Capital, Asset Management
5. Sumus Capital, Wealth Management and Family Office
6. Sumus Capital, Our Values

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.