in Wealth and Investment Management
Based in Zurich, Cape Capital is a trusted advisor and wealth manager to several large European families.
We provide a holistic service for our clients, through in-house services and through a network of top experts in structures, trusts, and taxation. As our relationship with a client develops, we may take on additional roles serving as a trusted “sparring partner” for new endeavours or as a project manager.
We manage our clients’ assets on either a discretionary or an advisory basis, combining our in-house capabilities with top global third-party managers.
We are here to make life easier – by providing consolidation of assets across banks, jurisdictions, managers and mandates. Having a picture of the overall wealth allows us to manage asset allocation and risk, to provide solutions, and assist in wealth planning and next-generation issues.
Cape takes an integrated approach to Environmental, Social, and Governance (ESG) criteria and responsible investing. Our clients benefit from access to impact-focused managers and investments, research, and a powerful set of tools to fully customize their solutions.
Stephan J. Vlcek
Our Asset Management team specializes in active management of investment strategies, including cash, rates, credit, equity and hedge funds. Through our SICAV-UCITs and SIF platforms in Luxembourg, we offer funds that provide investors with transparent and reliable building blocks for an overall framework of asset allocation.
Cape Select Bond Fund acts as a liquid and flexible alternative to holding cash, or a traditional money market fund.SEE FUNDS
Cape Fixed Income Fund is actively managed, with focus on purchase power preservation.SEE FUNDS
Our two Equity Funds are focused on long-term investments with high conviction in order to create long-term capital appreciation.SEE FUNDS
Cape Long/Short Equity Fund offers differentiated sources of return and downside resilience.SEE FUNDS
Adrian B. Schmitz
Our offering comprises direct investment opportunities and fund investments; We look for investments that are structured for exceptional absolute return on a mid- to long-term horizon, and which show little correlation to publically traded instruments.
Over the years we have built up a network of market experts and trusted partners who provide access to unique, and highly attractive, investment opportunities. The Cape team’s sector expertise lies in Entertainment/Lifestyle, Food/Agriculture, and Healthcare/Wellness. We focus on developed markets and in particuar, US and Europe.
Our due diligence looks at ESG; specific requirements are defined and discussed per investment.
Our select private investments have a strong rationale and attractive deal structure – with a preference for off-market opportunities which can offer superior long-term value.
Investments in transformative growth venture companies – businesses that are pushing their industries and society forward – are bundled in recurring concentrated vintages.
Ask us about the Cape Growth Opportunities (GO) Program.
Private Markets Lab
This is our internal testing ground and innovation center for new investment concepts which have the potential to evolve into marketable products or services.
Cape Advisory Services
Cape clients benefit from customized advisory services in the area of private market investments, structured finance, and entrepreneurship.