Stephan J. Vlček

Advisory Services / Head of Family Office

Expert in client relationship management, portfolio asset allocation and implementation, cross asset investments and financing. Stephan also works closely with clients on their projects related to structuring, financial planning and administration.

Degree in Banking and Finance from HWZ University of Applied Sciences of Zurich and holds the ESG Analyst Certificate CESGA®.
Speaks: German, English, and French

Stephan J. Vlček

Advisory Services / Head of Family Office

Joined Cape Capital in 2009 as a portfolio manager, where he implemented Cape’s multi-asset strategies and worked on fixed income strategies. Since early 2018 he heads the Family Office & Wealth Management team. Before Cape, Stephan worked with Swiss and International clients as a portfolio investment advisor and relationship manager at UBS AG and Zurich Cantonal Bank for 11 years.