| Our services and offering

Calliopa Capital offers a wide range of wealth management products and services to ensure our clients receive a bespoke service for their wealth. We offer our clients access to the full range of Swiss financial services via our partners, network and offering. We also custom build our own products using our expertise in the field and are able to offer clients alternative investment opportunities using our international network.

Although we have a broad network of external professionals such as lawyers, tax advisors, trust and estate planners, cross border specialists to assist where necessary, our investment advice and solutions are entirely independent for our clients.

Wealth Planning

Wealth planning is a broad term for ensuring your wealth is managed in the best possible way during your lifetime and for the generations to come. This includes important topics such as estate planning and next generation planning for example and of course overall investment management and guidance, which is where the expertise of Calliopa Capital lies. The basis of our offering consists of gathering all necessary information to onboard you as a client, discuss, assess, and fully understand your needs and risk appetite, analyse the information and thereafter deliver advice and solutions for the investment of your wealth. We believe this is one of the strong foundations of a long-lasting client relationship.

Our investment team develops your investment needs together with you until final implementation stage. We regularly monitor and audit the assets under our management, assess the global market situation and monitor its impact on the growth of and/or risk to your wealth. We provide regular reporting with a single point of contact throughout.

Wealth Management

For your wealth management mandate, we will provide you with a tailor-made mandate, where we implement your pre-discussed investment needs in combination with our investment strategy.

Our mandates offer individual investment and currency classes, as well as active and passive collective investment instruments or we combine it with direct investments.

asset management

Together with our external specialists, we can additionally offer investment funds, insurance solutions, AMCs and SPVs.

We offer full support to our clients at every step – from brainstorming ideas to trading and management.

Investment Philosophy: Modular Implementation

When building a portfolio we focus on core investments as stable building blocks and with satellite investments we try to cover niche markets tactically.

Thanks to our open, modular platform, we can build your portfolio to meet your needs and optimize costs.

For us, alternative investments are an important component of a long-term oriented portfolio. That is why we work with a network of specialised, international providers.

Asset Consolidation

We have the capacity to provide you with consolidated financial reports, showing a complete overview of wealth held in Switzerland and abroad.

Less liquid investments such as real estate, private equity, art, jewelry, vintage cars can be integrated into the overall asset consolidation.

portfolio health-check

We offer a non-binding portfolio health - check or we can give you our independent opinion on a portfolio (second opinion).

We analyse in detail the chosen investment products and advise on their suitability and whether we feel there are more suitable alternative solutions in the investment market.

Family Office Services

As our client, we are happy to assist you in finding other specialists you might need, using our network.

Whether you need estate planning guidance, tax advice or legal advice, help with navigating the Swiss private banking landscape, require advice for relocation to Switzerland or simply need some assistance or recommendations while visiting Switzerland.

We are happy to help you.

Custody Banks

Whether you have a preference to work with a specific bank or prefer that we make a recommendation on a suitable banking institution, we are flexible and autonomous in our choice of custodian.

As we have direct access to the top private banking institutions in Switzerland, we are able to monitor their stability, strategy, and reputation. We work with various types of private banks, ranging from small boutique banks to global international players as well as various brokers.

CALLIOPA CAPITAL