Swiss Capital IB SA

Overview

Swiss Capital IB SA was founded in 2011. The firm describes itself as an independent wealth manager with a multi-family-office model, providing comprehensive, disciplined, discreet and transparent wealth management focused on protecting and growing clients’ assets.¹

Swiss Capital IB SA states that it is authorized as a wealth manager under Switzerland’s Financial Institutions Act and supervised by SO-FIT. FINMA’s current register identifies SWISS CAPITAL IB SA in Genève as an authorized portfolio manager supervised by SO-FIT.¹²

History

The firm was founded in 2011 and has developed its offering around wealth management, multi-family-office coordination and related real estate services.¹

Leadership

Claudio Di Giacomo is Partner, Administrator and Senior Wealth Manager. David Cicetti and Alexandre Duron are Partners and Senior Wealth Managers.¹

Pierre Giovannini is Partner and Executive Director, while Pascal Chavanne is Senior Wealth Manager and Real Estate Specialist. François Rossier is Chief Investment Officer, Ivan Yañez is Senior Wealth Manager, and Alfred Metzger is Risk and Compliance Officer.¹

The firm lists In-Compliance for risk management and compliance, Bonnefous & Cie SA for audit, and Terraxis SA as its mediation center.¹

Services

Swiss Capital IB SA provides discretionary portfolio management, investment advice, consolidated reporting, asset monitoring, financial planning, succession planning and access to selected custodian banks.³

Its multi-family-office services include tax and legal assistance, real estate management and brokerage, financing, insurance, administration, accounting, philanthropy, life insurance and financial education.³

Real estate services include property advice, Swiss financing for primary and secondary residences, financing for rental or commercial investment properties, land development, project management, refinancing and brokerage mandates.³

The firm also serves high-level athletes with financial planning, investment advice, financing, private investments, personal financial audits, asset consolidation, insurance and philanthropy support.³

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client Focus

Swiss Capital IB SA’s services are designed for wealth management clients seeking coordinated investment, planning and family-office support. The firm specifically identifies high-level athletes as a client group requiring assistance across finances, investments, financing, insurance and philanthropy.³

Approach

The firm describes its approach as proactive, responsible and objective. It says advice and portfolio adjustments are designed to follow each client’s personal situation and career development.³

Swiss Capital IB SA states that its advisers have more than 20 years of industry and financial-market experience. They select either discretionary investments or tailored advisory recommendations according to the client’s needs.³

FAQs

Related resources

• LocationMultifamily offices in Geneva

  This page helps compare Geneva based multi-family offices and understand how Swiss firms may serve internationally connected families. It gives context for reviewing Swiss Capital IB SA alongside regional options for investment management, planning, administration and discreet coordination.

• GuideMultifamily office services

  This overview explains the services a multi-family office may coordinate, including investment management, tax and estate planning, philanthropy, bill pay, insurance and private investments. A reader can use it to clarify which responsibilities to discuss with Swiss Capital IB SA.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides directories of family offices and investors that can support background research on firms, networks and investment relationships. It may help a business owner or family compare Swiss Capital IB SA with other providers serving private and alternative investment needs.

• GuideThe annual MFO review

  The annual MFO review offers a recurring reference point for developments in the multi-family-office sector and the issues affecting wealthy families. Readers can use it to prepare questions about governance, transparency, risk, planning and long-term asset stewardship when assessing Swiss Capital IB SA.

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  Profiles of HELMS Family Office SA, Safira Wealth Management and T&T International Wealth Management AG provide comparison points within the site's coverage of private wealth firms. Reviewing their services and regional focus can help a prospective client identify questions relevant to Swiss Capital IB SA's multi-family-office model.

Sources

1. Swiss Capital IB SA, “Qui sommes-nous?”
2. FINMA, authorized portfolio managers and trustees list
3. Swiss Capital IB SA, “Que faisons-nous?”

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.