At Cape, we are here to provide a comprehensive and highly personalized set of advisory services built to help our clients to discover new opportunities and tap into their full potential.
Operating on either a discretionary or advisory basis, we offer our clients a full range of in-house products as well as access to best-in-class external managers and individual investment opportunities.
Administration of your assets is our priority. We provide the guidance, resources and management needed to position your portfolio for long-term success.
Due to our strong roots in the family office, an expertise in providing holistic and multi-faceted services, both financial and non-financial, has been established over the last 20 years.
Clients and families are all individual, and their needs can be diverse or specific. The services we are able to offer extend beyond investments and into a number of key areas, including accounting services, passion fields, philanthropy, procurement, education, leisure and support services.
Due to the unique combination of our internal expertise and our external network, these bespoke services can often be extended to our Wealth Management clients.
As our services are bespoke, we always suggest a personal meeting in which we can listen to your individual goals and wishes, as a starting point. Our aim is always to listen first, advise later.
Utoquai 55
8008 Zürich
Switzerland
Investment Solutions
+41 43 888 45 60
