Direct access
You speak directly with the people responsible for understanding your situation and overseeing your mandate.
Why Capberg
Independent in structure.
Aligned in practice.
A clear separation between advice, portfolio decisions and custody helps keep responsibilities visible and the client at the centre.
Advising private clients and family offices
Across generations, jurisdictions
and custodians.
The Capberg difference
One mandate.
Clear responsibility.
Close to every decision.
For private clients and family offices whose wealth spans institutions, markets and generations.
One coordinated view
Banks, portfolios, currencies and jurisdictions are considered together rather than in isolation.
Judgement before product
Every decision begins with your objectives, liquidity needs and agreed framework—not with a product catalogue.
Independence in practice
Your wealth stays with your bank.
Our judgement stays with you.
Capberg is an independent asset manager, not a custodian bank. We manage or advise within a documented mandate while the selected bank safeguards the assets.
Your ambitions,
family and capital
You retain ownership and visibility of your assets at all times.
Mandate & dialogue→
Strategy, advice
and oversight
We manage or advise within the mandate agreed with you.
Orders & coordination→
Safekeeping
and execution
Your account and assets remain with an established regulated bank.
Independent perspective
We work across established custodian-bank relationships rather than tying every client to one institution.
Mandate clarity
Service, authority and responsibilities are agreed in writing before the relationship begins.
Direct accountability
The person who understands your situation remains close to the decisions that affect it.
Open architecture
Established institutions.
Selected for the mandate.
We coordinate with established custodian banks, insurance platforms and investment managers according to the client's circumstances and agreed structure.
The institutions and providers shown may form part of a client arrangement or investment universe. Their appearance does not imply an endorsement of Capberg or a standing recommendation. Selection depends on the client and mandate.