AI 2018 Business Excellence Awards

18 Acquisition International - 2018 Business Excellence Awards BE180009 Excellence Award in Wealth Management - Switzerland CAPITALIUM ADVISORS Since its establishment in 2016 CAPITALIUM ADVISORS ® has flourished, and today the firm is one of Switzerland’s most important asset management firms. With its sister company, SCHOEB FROTE ® in Neuchâtel, in 2017 the firm exceeded the billion- dollar mark in AuM. This success is down to the firm’s innovative approach to investing. Whilst banks and many other financial institutions focus on cost cutting, CAPITALIUM ADVISORS ® do the opposite, and continually invest in new solutions and create fresh ideas. Additionally, the firm’s dedicated and experienced team develop solutions especially for their clients, whether families, the emerging generation of millennials or entrepreneurs, so that every client the firm supports receives a unique service tailored to meet their exact requirements. As part of this approach, the firm values its independence so that it can provide clients with the best solutions for them from across the market. Wholly owned by its founders, CAPITALIUM ADVISORS ® is not a part of any financial establishment. This allows the team to deliver services completely independently, without any conflict of interests and with the standards of excellence that we have imposed on ourselves. The company’s added value is based on a firm commitment with two objectives: protecting and expanding its clients’ assets. Central to achieving this is the firm’s focus on performance, which drives its decisions and recommendations. The team also consider factors such as flexibility and efficiency to optimize our output. Models borrowed from core-satellite institutional investors inspire its work. The choice of tools revolves around indexed vehicles and investment funds, which the firm supplements via investments in direct lines, derivatives, structured products and real assets. More than just wealth manager, CAPITALIUM ADVISORS ® revolves around people and values. Its founders share a passion for quality, abide by common values and adhere to a collective vision to redefine wealth management and its practice. To meet the needs of the new generation of clients, the company works to understand their evolving expectations as well as the risks they are taking. This enables the firm to offer an innovative approach, built on rigor and excellence. By collaborating directly with clients, the firm is able to ensure that its solutions simplify their finances and integrate easily into their lifestyle and principals. Thanks to this approach clients benefit from unique financial expertise, which puts transparency, excellence and simplicity at the forefront. The firm builds lasting and trustworthy relationships with its clients and put their best interest at the heart of all that it does and delivers. More than ever, clients are seeking a relationship based on trust in which the lack of conflicts of interest allows a dialogue that goes to the essentials; preserving, growing and guaranteeing the transmission of their assets, and CAPITALIUM ADVISORS ® deliver this. Ultimately, despite its relative youth CAPITALIUM ADVISORS ® has positioned itself definitively as a player able to offer a true alternative to traditional banks. Building upon this success, looking to the future CAPITALIUM ADVISORS ® will continue to expand both organically and externally while continuing to demonstrate the added value of a business model that is close to its clients and with no conflicts of interests. Backed by common sense, hard work, boldness and enthusiasm, the company has ensured that it is well positioned to implement these ambitious plans and achieve even greater success for both itself and, most importantly, its clients. CAPITALIUM ADVISORS ® is an independent wealth management company offering premium services for international clients. We profile the firm to gain a fascinating insight into the secrets behind its incredible success. Company: CAPITALIUM ADVISORS ® SA Address: 16, rue de la Pélisserie Address: CH – 1204 Geneva Phone: +41 22 544 63 00 Fax: +41 22 544 63 09 Website: