Asset Management Consulting

Tailor made investment management consulting solution to prepare the future of your estate.

Wealth Management Consulting

Open-ended asset management consulting, investment funds and mandates ranges to enhance your investments.

Brokerage Consulting

Audit, Analyze, brokerage, independent advice and execution.

Investment Office

Swiss-in Capital

SWISS-IN CAPITAL Company is an independent investment office consulting in Switzerland. Our solutions range from wealth management consulting to asset management consulting for institutional clients, family offices, as well as for individuals.          

Our mission is to offer a synergy between our customers and the range of our solutions.

Our strategy follows 5 steps

 

  • Markets analysis in order to advise the best opportunities and thus increase performances.
  • Implementation of the asset allocation consulting after achieving the client’s discovery and defining its expectations, objectives and return / risk profile.
  • Advisory of values after a rigorous fundamental analysis based on lot of control points.
  • Administrative, legal and financial follow-up of unlisted companies in which we have invested.
  • Performance analysis and semi-annual consulting reports.

Our Risk Strategy

Our unique know-how combined with our passion for the trade has allowed us to develop a tailor-made service consulting for our most prestigious clients.

Traditionally, our service is based on three risk strategies, from the safest to the most offensive in order to meet the specific objectives of each client.

Real estate investment consulting, equity, precious materials, art … are all means of diversification at our disposal and on which we have real expertise.

The distribution of investments consulting is also made geographically, sectorally, by market size …

The strategic location of Swiss in Capital (Geneva, Frankfort, Paris, New York, Dubaï, Pekin) gives us a residence on the financial markets among the most influential in the world. We are also able to respond to the wishes of respect for Islamic ethics.