| STRUCTURE & HISTORY

Founded in 2021, we are a team with collectively more than 100 years of experience in Swiss wealth management. Entrepreneurial spirit is part of our DNA and deeply rooted in company.

STRUCTURE

4 Partner / 3 Employees

Member of the Swiss Association of Asset Managers VSV

> 100 years of experience in Swiss Wealth Management

> 10 languages

> 10 custody banks

Focus on private clients

FINMA regulated

Network of international, strategic partners

External network of specialists

External audit by Grant Thornton

HISTORY

February 2021

Calliopa Capital GmbH was founded with two partners

SEPTEMBER 2021

Expansion of the team with two additional partners

OCTOBER 2021

Calliopa Capital GmbH moved into its own premises in the heart of Zurich

Q3 & Q4 2021

Expansion of the team with the hiring of a CIO | Head Compliance | Office Manager

Q4 2021

Expansion of Calliopa Capital’s strategic network

December 2021

Successful conversion of Calliopa Capital GmbH to Calliopa Capital AG

January 2022

Calliopa Capital AG was granted its license and now a fully regulated independent asset manager

JUNE 2022

Member of the Swiss Association of Asset Managers VSV

November 2023

Lancierung CC Gold-Arbitrage Strategie Produkte

CALLIOPA CAPITAL