| CALLIOPA CAPITAL - OUR MISSION

Our founding partners are entrepreneurs from various industries. Our team is international, we understand the culture, language and circumstances of our clients.

Our mission is simple – to become the trusted advisor and long-term partner of our clients. We go above and beyond to ensure we provide bespoke wealth management services to every client, offering our extensive experience and expertise in the investment landscape, our vast international network, and our tailor-made solutions to ensure we meet our clients’ needs.

Access to Swiss wealth management

Our team has combined experience of more than 100 years in managing the needs of Swiss and international clients, including expertise in wealth management, investment management and compliance. We fully understand the needs of the international client and are fully equipped to advise you on banking institutions, banking conditions and make recommendations.

We specialises in national and international clients.

Independent wealth management

We are able to find the best solution for your needs, independent of banking institutions. We have access to the entire range of banking products, often with better conditions than standard which allows us to custom build your portfolios. These portfolios could in principle include, a range of illiquid assets such as real estate, art or precious metals. Our sophisticated tools allow us to have a consolidated view of your assets, enabling us to provide you with the full investment management experience.

Licensed by the Swiss Financial Market Supervisory Authority (FINMA)

We are licensed to operate as an independent asset manager by FINMA and operate our business in compliance with their high regulatory standards. We have a robust framework and state of the art tools and platforms to allow us to meet these standards. Our team is trained internally and externally in various areas such as AML, cross border and other regulatory matters. In addition, we are subject to control and audit by our supervisory authority (FINcontrol Suisse AG) and by external audit, Grant Thornton.

Bespoke Service

You will have a dedicated advisor and contact person who will take care of your needs. This will enable you to build a long lasting, trusted relationship with us through the generations.

Customized solutions for every client

For us, the focus is on the client, regardless of the size of the portfolio. We offer customized investment solutions and advice for each of our clients.

CALLIOPA CAPITAL