Independence & Transparency

We believe that the key to a successful relationship is honesty and transparency. Our advice is offered without bias in an open, transparent environment. To ensure our values are upheld, we have carefully selected reputable custodian banks in Switzerland, who offer excellent standards of quality, service, security, and professionalism. We are a 100% partner led firm and operating entirely independent.

Teamwork & Trust

In order to provide the best possible service for our clients, teamwork and trust is pivotal. We operate with accountability and responsibility with the belief that this environment strengthens the trust our clients have in us. To ensure we are able to manage more complex situations successfully, we have a solid network of reputable external partners such as lawyers, tax consultants, real estate advisors, precious metals specialists and philanthropy experts, all of whom share our values and work together with us to give the best possible solutions for our clients.

Sustainability & security

We operate exclusively to manage, secure, and grow your wealth. We create a safe, trusted environment to share views and discuss your financial goals. Thanks to our international network of specialists in the field, we are able to offer traditional and non-traditional investment opportunities to help meet those goals and protect your wealth.

Discretion

Our team holds great importance on client discretion and confidentiality – we are attentive and available as your trusted advisor to guide and advise you on your needs as and when you require it.

CALLIOPA CAPITAL

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Rennweg 32 | 8001 Zürich | Phone +41 44 500 46 80 | office@calliopacapital.com | Impressum & Datenschutz | FIDLEG - Client Information | Design & Programmierung: GRAFIKBUFFETNetzhautflimmern