Toledo Capital AG

Overview

Toledo Capital AG serves international private clients through customized wealth management and financial solutions. The firm reports that it is regulated by FINMA, audited by PwC, and a member of the Aquila Group of Independent Asset Managers.¹²

History

Toledo Capital was established in 2011.¹

Leadership

Uri Krausz is Founder and Managing Partner. Guy Schochet is Managing Director and Senior Portfolio Manager, responsible for the firm’s investment strategy since 2013. Philip Krausz is Executive Director of Wealth Management and oversees investment processes, portfolio management, and client relationship management.³

Services

Wealth management services include portfolio management, investment advisory and trading, personalized reporting, and compliance support. Portfolio management covers setting investment objectives, qualitative and quantitative security screening, asset allocation, monitoring, and rebalancing.⁴

Family-office services include life insurance, wealth planning, and corporate directorship services. The firm also advises institutional clients on real estate, private equity, startups, and corporate matters.⁴

Toledo Capital advises foundations and trusts on portfolio alignment, investment solutions, conflict identification, bank coordination, and board reporting.⁴

The firm offers real-estate investment opportunities and says its third-party partnerships support property and company management, project analysis, cost control, and tax-efficient structures.⁴

Startup-related support includes Swiss account openings, DACH-region market-entry assistance, cross-cultural guidance, and access to stakeholders and innovation leaders.⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Philanthropy
• Risk and insurance
• Private and alternative investments
• Cross-border planning

Client Focus

The firm works with high-net-worth individuals and families worldwide, as well as institutional clients, foundations, and trusts. Its team serves international clients in German, English, Hebrew, and Spanish.¹⁴

Approach

Toledo Capital describes its philosophy as customized service, transparent multigenerational wealth preservation, and close collaboration to align strategies with each client’s goals. The firm reports an investment return target of LIBOR plus 3% to 7%, depending on the client’s risk aversion.¹³

FAQs

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Sources

1. Toledo Capital AG
2. FINMA authorized institutions information
3. Toledo Capital AG, About Us
4. Toledo Capital AG, Our Services

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.