Swiss Capital IB SA
Independent Geneva asset manager (est. 2011) offering wealth management, multi-family-office services and real-estate financing advice; LEFin-licensed, supervised by SO-FIT.
Identity
- HEADQUARTERS
- Genève, Switzerland
- FOUNDED
- 2011
Overview
Swiss Capital IB SA, founded in 2011 and based at Place de l'Université in Geneva, describes itself as an independent wealth manager offering multi-family-office services. It is licensed as a portfolio manager under the Financial Institutions Act (LEFin) and supervised by SO-FIT. Services cover portfolio management, investment advice, consolidated reporting and succession planning, family-office administration, tax and legal coordination, and mortgage and real-estate advice; it also serves professional athletes, including club deals and unlisted private investments.
People
- François RossierChief Investment Officer · source
- Claudio Di GiacomoPartner, Director (Administrateur), Senior Wealth Manager · source
- David CicettiPartner, Senior Wealth Manager · source
- Alexandre DuronPartner, Senior Wealth Manager · source
- Pierre GiovanniniPartner, Executive Director · source
- Pascal ChavanneSenior Wealth Manager, Real Estate Specialist · source
- Ivan YañezSenior Wealth Manager · source
- Alfred MetzgerRisk & Compliance Officer · source
Frequently asked questions
Swiss Capital IB SA is a multi family office based in Genève, Switzerland, founded in 2011.
Swiss Capital IB SA does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Swiss Capital IB SA include Claudio Di Giacomo (Partner, Director (Administrateur), Senior Wealth Manager), David Cicetti (Partner, Senior Wealth Manager), Alexandre Duron (Partner, Senior Wealth Manager) and Pierre Giovannini (Partner, Executive Director).