Capberg Capital AG
Company information, field of activity, supervisory status and business affiliations.
Client documentation
Client information
01
A clear overview of Capberg Capital AG, our financial services, the associated risks and the safeguards surrounding the client relationship.
Information before a mandate
Clarity starts before
capital is entrusted.
This information brochure provides information about Capberg Capital AG, our measures to avoid assets without contact and dormant assets, the financial services we offer and their associated risks, our handling of conflicts of interest and compensation, the initiation of mediation proceedings before the Ombudsman's Office, and data protection.
It fulfils the information requirements under the Swiss Financial Services Act (FinSA) and the Ordinance to the Federal Act on Data Protection (DPO).
Official brochure
Client information
August 2025
FormatPDFLanguageEnglishLength10 pages
The complete brochure is available to view in your browser or download for your records.
Inside the document
Services and risks
Portfolio management, investment advisory, execution-only services and the associated investment risks.
Client safeguards
Dormant assets, conflicts of interest, third-party compensation and mediation proceedings.
Additional reference
For general information on financial-instrument risks, consult the Swiss Bankers Association brochure Risks Involved in Trading Financial Instruments (November 2019).