Terreus Capital AG

Overview

Terreus Capital AG describes itself as an independent multi-family office and asset management company based in Zurich. It serves private wealthy individuals, wealthy families, foundations, entrepreneurs, and professional investors worldwide.¹

The firm reports registration in the Commercial Register of the Canton of Zurich under CHE-115.891.395.²

Licensing and Regulatory Status

Terreus’ 2025 information brochure states that the firm holds a license under Article 5(1) of Switzerland’s Financial Institutions Act and offers asset management, investment advisory, and family office services.³

FINMA’s published list identifies Terreus Capital AG in Zurich as a licensed portfolio manager supervised by AOOS - Schweizerische Aktiengesellschaft für Aufsicht.⁴

Leadership

Managing partners are Alexander Mitev and Hardy Weiss. Mitev holds a Master’s degree in Economics and Finance from the University of Zurich, while Weiss has advised institutional clients for more than ten years.⁵

The firm also lists Eric Schatzmann, Viera Moretti, Susanne Graf, Michael Scherrer, Nicholas Denny, Chris Hofmann, Eugen Sandmann, Anton Trusov, and Xue Bai as partners. Terreus says its staff work across four continents and communicate with clients in eight languages.⁵

Services

Terreus lists investment and wealth advisory, portfolio management, family office services, financial planning, and legal solutions among its services.⁶

Wealth management support can include tax, retirement, and estate planning; insurance, wills, legal consultation, relocation, real estate, financing, fine art, and trust services.⁶

Family office services include inheritance planning, asset structuring, budget and cash flow management, real estate management, relocation, financing, accounting, consolidation, reporting, and global custody coordination.⁶

The firm says it offers access to a network of banks for trade execution, custody, lending, real estate, and direct private-equity investments.⁷

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client Focus

Terreus works with private wealthy individuals, wealthy families, foundations, entrepreneurs, and professional investors in Switzerland and internationally.¹

Approach

Terreus says portfolio management begins by assessing each client’s needs, goals, knowledge, and experience. It then develops a long-term strategy aligned with the client’s risk and return expectations.⁶

The firm describes diversification across security classes, economic sectors, and geographic regions, with ongoing rebalancing to maintain target allocations.⁶

FAQs

Related resources

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• GuideHow multifamily offices invest

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• Similar firmsHELMS Family Office SA
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  Profiles of HELMS Family Office SA, Safira Wealth Management, and ARISE Partners AG provide similar comparison points on this site. Reviewing these firms can help readers identify differences in services, client focus, and Swiss market presence when considering support for investment, planning, fiduciary, or family wealth needs.

Sources

1. Terreus Capital AG
2. Terreus Capital AG 2025 Information Brochure
3. FINMA Licensed Portfolio Managers List
4. Terreus Capital AG, Who We Are
5. Terreus Capital AG, What We Do
6. Terreus Capital AG, Our Partners

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.