With deep client relationships and industry experience, our size and flexibility are our advantage. We know that each client is unique, and our individually tailored solutions reflect their needs. It is important for us to develop long-term relationships with our clients across generations and together with them, our investment partners and Swiss-based top tier banks, seek to build, implement and manage their optimal investment strategy.

Portfolio Management
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Asset Management
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Special Opportunities
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Wealth Management
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Discretionary Fund Management
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Philanthropic Advisory
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Capeo Dynamic Credit Opportunities
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Responsible Investing

At Capeo Wealth, we are continuously aware of the impact that ESG factors can have on the investments in our portfolios, as well as a client’s specific desire for ESG conscious investing. 

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