Capitalia (Suisse)

Overview

Capitalia (Suisse) is a Switzerland-based limited liability company that provides portfolio management primarily for individual and family clients and small businesses. The firm operates with a mixed fee model — percentage of assets under management, transaction-based commissions and performance-based fees — and combines discretionary portfolio authority with non-discretionary advisory mandates. Capitalia (Suisse) is not positioned as a capital allocator; instead it sources third-party managers for specialized strategies and implements client-specific allocations. Investment activity shows a conservative baseline allocation to cash and cash equivalents alongside targeted allocations to alternative strategies. The firm is not an active ESG investor. Manager selection emphasis appears to favor external managers for private-market exposure rather than in-house private investing. Portfolios are constructed to accommodate both liquidity needs and longer-term private-market commitments, with a willingness to use performance-fee arrangements for certain strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices