Thallo Capital Sarl

Overview

Thallo Capital is a privately owned, independent investment boutique founded in 2011. It serves families and high-net-worth individuals through wealth management and investment services.¹

History

The firm was established in 2011 and has developed its practice around independent advice, professional portfolio management, specialist investment access and long-term wealth governance.¹

Services

Thallo Capital provides investment advisory for clients who retain control of their portfolios, as well as discretionary investment management for clients who delegate day-to-day portfolio decisions.¹

The firm offers access to selected private equity opportunities through strategic partners and due diligence. It also sources UK-focused property development opportunities with experienced domestic specialists.¹

What the firm offers

• Investment management
• Trust and fiduciary
• Family governance and education
• Private and alternative investments

Client Focus

Thallo Capital works with families and high-net-worth individuals seeking coordinated advice, portfolio management and access to specialist investment opportunities.¹

Approach

The firm says its process begins with understanding each client’s circumstances, priorities, responsibilities and ambitions. It tailors strategies to goals that may include capital preservation, income generation, wealth growth and planning for future generations.¹

Thallo Capital describes itself as an independent multi-family office manager providing fiduciary governance and investment advice. It works with selected strategic partners and specialist providers across investment areas.¹

FAQs

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Sources

1. Thallo Capital

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.