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DirectoryFinance & InsuranceExternal Asset ManagementGenevaEUROCAPITAL advisors (Switzerland) SA
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EUROCAPITAL advisors (Switzerland) SA

Summary

About the company

The core activity of EuroCapital Advisors is wealth management and consulting for private individuals and families. The company offers services such as investment planning, asset allocation, product and manager selection, monitoring and control of portfolios, as well as the coordination and optimization of legal and tax structures. The goal is to support clients in managing their wealth and help them achieve their financial goals.

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11
Wealth management consulting
Independent and customized strategic wealth management advising for high-net-worth families, including investment strategy, bank and manager coordination, and integrated portfolio monitoring.
Investment planning and asset allocation
Personalized investment strategies, asset allocation guidance, diversification, and coordination with bankers and other investment specialists to match liquidity, risk tolerance, time horizon, and return objectives.
Product and manager selection
Evaluation and selection of banks, financial products, and managers, including assessment of returns, risks, costs, and added value to identify suitable alternatives for each situation.
Portfolio monitoring and control
Ongoing review of portfolios, performance assessment, diversification analysis, and recommended adjustments to keep investments aligned with market conditions and risk profile.
Consolidated financial reporting
Monthly consolidated statements showing portfolio performance, income, and expenses in a simple and detailed format across investments and institutions.
Legal, tax and succession planning
Coordination with specialists to build legal and tax structures, review existing investment vehicles, and support estate and wealth transfer planning.
Family office services
Multi-family office services for families needing integrated wealth management, investment monitoring, coordination with banks, and support from external specialists.
Family board establishment
Support for establishing a family board to involve multiple generations in wealth management and facilitate generational transition.
Family philanthropy coordination
Coordination of family participation in philanthropic programs.
Education of family members
Ongoing education for clients and family members on financial wealth management trends and financial markets.
Administration of external professional network
Coordination of external professionals and specialists in tax, real estate, insurance, art, and related matters.
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Location

Place des Bergues 1
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-110.255.795
Founded
2003 · 23 years
Last commercial register change
May 25, 2023
Employees
1 to 10

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