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Swiss Capital Wealth Management AG

Multifamily office listing in Zurich, Switzerland.

Founded 1998

Headquarters: Zurich, Switzerland
Founded: 1998

Swiss Capital Wealth Management AG is a Zürich-based portfolio manager offering asset management, investment advice, execution-only services, and family-office support to private, professional, and institutional clients.¹⁷¹⁵¹⁷

Overview

Swiss Capital Wealth Management AG is listed by FINMA as a “Portfolio Manager” in Zürich and is supervised by OSFINcontrol AG.¹ The firm states that FINMA authorized it as an asset manager and issued the corresponding license.³ It says it is affiliated with FINcontrol Suisse AG under the Financial Institutions Act and remains subject to that organization’s ongoing supervision.⁴ The firm serves private, professional, and institutional clients, with classification defined during cooperation.¹⁷

History

The firm says it was founded in 1998.² Marcel Hofmann has been with Swiss Capital Wealth Management AG since its foundation and previously worked for UBS for 10 years.²²

Leadership

Andreas Knott is listed as Managing Partner and identified as Partner and CEO.¹⁹ He began at UBS in Berne in 1989, later worked with private clients in Southeast Asia at UBS Singapore, and studied economics at the University of St. Gallen.²⁰ Marcel Hofmann is listed as Managing Partner and identified as Partner and COO.²¹

Services

Swiss Capital Wealth Management AG provides asset management, portfolio and transaction-related investment advisory, and execution-only services.⁷ Under an advisory mandate, investment decisions are implemented only after consultation with the client.⁸ Advisory services include second opinions across asset categories, proactive tailor-made advice, execution-only service, and access to research and product providers.⁹ The firm offers personalized service from an experienced partner to each client.¹¹ Clients may retain their existing bank relationship, and the firm can support selection of a new custodian bank during a reorganization.¹³ At a client’s request, it consolidates domestic and international banking relationships into a comprehensive total-assets report.¹⁴

What the firm offers

Investment management
Cross-border planning

Client focus

The firm says its advisory mandate suits clients with sound knowledge of economic and financial markets who can devote time to investment decisions.¹⁰ Its Family Office services serve “large client groups,” emphasizing accessibility and personal attention, with partners accessing a network of external experts.¹⁵¹⁶

Investment philosophy and approach

The firm says its independence allows investment strategies to be developed free from institutional guidelines and pressures.¹² It describes its market approach as generally “best-in-class” when selecting financial instruments.¹⁸

FAQs

Where is the firm located?

The firm’s office is in Zürich, Switzerland, and no other office is listed.²³²⁴

What registration identifier does it publish?

Its commercial-register number is CHE-108.738.593, and its LEI is 529900QZ05BSL4MJA248.⁵⁶

Does it offer family-office services?

Yes. Its Family Office services include access to a network of external experts and emphasize accessibility and personal attention.¹⁵¹⁶

LocationMultifamily offices in Zurich
This directory gives Zurich based families and business owners a wider view of local multifamily office providers. It can help place Swiss Capital Wealth Management AG's investment management and cross-border planning services alongside other regional options serving private, professional, and institutional clients.
Network siteOffshoreTrusts.com
OffshoreTrusts.com provides background on international trusts, offshore structures, and cross-border asset planning. Readers considering Swiss Capital Wealth Management AG can use these guides to frame questions about international holdings, family wealth arrangements, and coordination across jurisdictions before discussing their needs with an adviser.
Network siteFamilyOffices.com
FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Its material can help a family or business owner understand common governance, investment, and reporting considerations when assessing whether Swiss Capital Wealth Management AG's family-office support fits their situation.
GuideThe annual MFO review
The annual MFO review presents a recurring view of multifamily office developments, firms, and service patterns. A reader researching Swiss Capital Wealth Management AG can use it to understand how investment management, advice, and family-office services are being discussed across the sector and region.
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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.

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