Changing perspectives
in Wealth and Investment Management
Founded in 2002, we have grown steadily thanks to our clients' trust and our uncompromising focus on providing personalized, transparent and unbiased advice.

Wealth Management

Based in Zurich, Cape Capital is a trusted advisor and wealth manager to several large European families.

Family Office

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.

Asset Management

We manage our clients’ assets on either a discretionary or an advisory basis, combining our in-house capabilities with top global third-party managers.

Portfolio Administration

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.

Impact-focused investments

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.

Alex Vukajlovic

Partner

Johan Holgersson

Partner

Stephan J. Vlcek

Head of Wealth Management

Angela Hürlimann

Wealth Advisory

Caglar Bilgin

Wealth Advisory

Elmin Aga

Wealth Advisory

Fanny Duch-Tafakis

Wealth Advisory

Claudia Rossier

Portfolio Administration and Services

Christoph Strobl

Portfolio Administration and Services

Sabine Bartenschlager-Igel

Compliance and Legal

Asset Management

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.

Liquidity

Cape Select Bond Fund acts as a liquid and flexible alternative to holding cash, or a traditional money market fund.

SEE FUNDS

Fixed Income

Cape Fixed Income Fund is actively managed, with focus on purchase power preservation.

SEE FUNDS

Equity

Our two Equity Funds are focused on long-term investments with high conviction in order to create long-term capital appreciation.

SEE FUNDS

Alternatives

Cape Long/Short Equity Fund offers differentiated sources of return and downside resilience.

SEE FUNDS

Kim Gueissaz

Head of Asset Management

Michael Lienhard

Fixed Income

Björn Germer

Equities

Philipp Schlumpf

Risk Officer

Adrian B. Schmitz

Product Specialist

Andreas Heeb

Fixed Income

Sara Zhu

Research

Luca Orlando

Fixed Income

Tian Xia

Equities

Laura Casey

Middle Office

Sabine Bartenschlager-Igel

Compliance and Legal

Private Markets

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.

Tactical investments

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.

Thematic investments

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.

Contact Us

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.

Alex Vukajlovic

Partner

Stephanie Meili

Head of Private Markets

Vito Schiro

Investment Manager

Anne Henke

Investment Manager

Björn Danckwardt-Lillieström

Investment Manager

Rumen Angelov

Investment Analyst

Jordan Nickerson

Relationship Manager

Michael Kraus

Middle Office

Sabine Bartenschlager-Igel

Compliance and Legal

Cape Capital AG

Schipfe 2
CH-8001 Zürich
Switzerland
+41 43 888 45 60
+41 43 888 60 60