FINMA-licensed portfolio managerZürich, Switzerland

Independent by structure.Personal by conviction.

Independent wealth management for families, entrepreneurs and internationally minded investors who value clarity, continuity and considered decisions.

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FINMA-licensedMonitored by AOOSIndependent custodyBased in Zürich

For private clients and family offices

Our point of viewCapberg

A different relationship with wealth

Wealth management should feel less like a product—and more like having the right person beside you.

Why Capberg

Clear roles.
Direct accountability.

Capberg is an independent asset manager, not a custodian bank. Your assets remain held in your name while our focus stays on strategy, advice and oversight.

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Independent perspective

Advice and portfolio decisions are shaped around the mandate rather than a single institution.

Swiss regulatory foundation

Capberg Capital AG is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as a portfolio manager and monitored on an ongoing basis by AOOS.

Independent custody

Client accounts and assets remain with the selected regulated custodian bank.

Services

Choose how involved
you want us to be.

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Discretionary Asset Management

We manage day-to-day portfolio decisions within an agreed mandate.

Investment Advisory

You retain the final decision, supported by personal recommendations and oversight.

Execution-Only

Efficient execution for experienced investors who know what they want.

Independent by design

A structure built around one purpose:
advancing each client’s objectives.

Clear responsibilities • Independent custody • Direct accountability

Swiss foundation

Regulated.
Accountable.
Built for continuity.

Capberg combines independent judgement with an established Swiss regulatory and control framework.

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A personal conversation

What should your wealth
make possible?

Tell us what matters. We will respond personally and openly explain whether—and how—we can help.

Contact Capberg