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DirectoryFinance & InsuranceExternal Asset ManagementLuganoCapitalsuite SA
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Capitalsuite SA

Summary

About the company

Capital Suite SA provides services in the field of asset management. The core activity includes designing and managing asset portfolios for private and institutional clients, including the selection and monitoring of investment products, risk management and asset optimization. The company also offers consulting services for succession planning and wealth transfer.

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Products & services

Industry:External Asset Management
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Wealth management
Portfolio management with an investment profile, construction of diversified portfolios, continuous monitoring and risk-return oriented recommendations.
Financial advisory
Wealth advisory to define strategy, asset allocation and the selection of banks and asset managers, with investment recommendations and periodic decision support.
Family Office
Support for families and businesses in planning the investment strategy, consolidated reporting, cost control, risk control and generational transfer.
Consolidated reporting
Customisable consolidated reports for an overall view of total family wealth, including financial, real-estate and art assets and industrial participations.
Investment strategy and governance
Support in defining the investment strategy, building the asset allocation and selecting banks and wealth managers.
Risk and cost control
Monitoring of investment risks and negotiation of economic and operational terms to reduce management costs.
Generational transfer
Support in handling financial, tax and legal matters related to the generational transfer and family asset arrangements.
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Location

Hier entsteht die Karte
Via Serafino Balestra 3/5
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-112.696.093
Founded
2005 · 21 years
Last commercial register change
August 8, 2025
Employees
11 to 20

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