Wealth Management

CAP provides specialised wealth management services to MiFID Professional investors.

CAP creates bespoke portfolios of funds, concentrating on absolute returns through allocations to managers with whom CAP has long-standing and in-depth relationships.

Our conviction is that diversification must be achieved as part of a rigorous investment process at the manager level. Extracting alpha at the portfolio level is achieved through carefully selecting a concentrated pool of managers.

Tailored investor portfolios range from aggressive to conservative growth risk/return profiles.

Watch an interview on our approach to alternative investments:

Dukascopy/Club Finance Genève interview of Sven Miserey