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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,110 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesChêne-BourgCAPITAL Y SA
CAPITAL Y SA Logo
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CAPITAL Y SA

Summary

About the company

The company provides wealth management services for families and high net worth individuals, including asset allocation, ESG & impact investing, philanthropy, private investment, family office and preferred banking.

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Offering

Products & services

Industry:Financial Services
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Wealth management
Wealth management with asset allocation, portfolio construction, risk management and access to liquid and illiquid investments, including private markets and ESG/impact approaches.
Family Office
Family office support for families with wealth management, governance and coordination needs, including private office, family governance and expanded support services.
Asset allocation
Investment strategy and portfolio allocation according to legal and tax frameworks, risk profile and financial objectives, with access to private investments.
ESG & Impact
Investment support for ESG and impact objectives, with definition of the impact orientation and data-backed support, while safeguarding financial objectives.
Philanthropy
Advice and support for philanthropic initiatives, from local projects to global initiatives, to shape a personal family or impact line.
Pension management
Administration of vested benefits and 1e retirement assets, with a consistent investment strategy, risk management, consolidated reporting and OPP2-compliant implementation.
Preferred Banking
Bank coordination with limited power of attorney, access to preferential terms and institutional pricing, and support in selecting and navigating banking relationships.
Consolidated reporting
Consolidated reporting on assets held with multiple banks, with technical consolidation, global overview, risk monitoring and easily accessible presentation on digital devices.
Family governance
Structuring family governance with rules and procedures, succession planning, conflict resolution and educational formats for the next generation.
Private office
Discreet support for complex personal and family matters, such as changing residence, purchasing real estate, collecting art, choosing a school or legal and tax questions.

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Location

Rue du Gothard 15
1225 Chêne-Bourg
Opening hours
Mon
08:30 - 18:30
Tue
08:30 - 18:30
Wed
08:30 - 18:30
Thu
08:30 - 18:30
Fri
08:30 - 18:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.168.525
Founded
2009 · 17 years
Last commercial register change
August 13, 2026
Employees
11 to 20

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