CAPITALSUITE

Whichever service you choose, Capitalsuite is not involved in the custody of your assets, which will always remain deposited in the client's bank of choice or, if necessary, in a more efficient one we can help you to select. Our role can be limited to asset management, to order execution or to the simple oversight of your investments... With over 15 years of history and assets under management in excess of 1 billion euro, we offer professional services to manage investments, financial planning and advisory, as well as Family Office services for families and businesses with significant financial assets. We are a team with diverse professional skills to competently respond to our clients' needs in an increasingly complex market... Your peace of mind is our mission. We assist and collaborate with families in developing a structured approach to wealth management; we provide professional support in planning an investment strategy, building effective asset allocation, and in the selection,..

Also known as: Capitalsuite SA

Primary location: Lugano Switzerland