INNOVATIVE FINANCIAL COUNSEL
Independence, commitment and trust constitute the fundamental values at Capital Strategy. This philosophy is at the heart of every client relationship.
The principles that govern us appear in our daily work. When speaking of independence, our sole purpose is to assure the best possible return to our clients by choosing the most appropriate investment, aside from any other consideration. Availability, flexibility and efficiency characterise our commitment to our clients. We pride ourselves of cultivating personal relationships with each client by paying several visits per year, wherever their country of residence may be. Confidentiality being an inherent part of our profession, confidence itself, however, is acquired by sharing the same point of view in business. It is by being attentively close in our approach that we construct our relationships and solidify them over time.
Capital Strategy's principal focus is wealth management. As a financial platform in Switzerland, it acts as a counterpart for all services related to the sphere of private wealth. The bespoke configuration of its mandates corresponds precisely to individual desires.
DISCRETIONARY ASSET MANAGEMENT
Capital Strategy offers a complete range of investment services. Investment selection depends on each client's specific investment profile, chosen with criteria consisting of the highest quality. Different types of mandates exist, ranging from 100% income based to 100% growth driven, passing through various levels of risk tolerance.
A complete investment infrastructure (equities, bonds, funds, structured/guaranteed products and derivatives) assures an organisation that is optimally conformed to the needs of our clients.
FAMILY BUSINESS CONSULTING
Capital Strategy provides its clients with fully comprehensive family business services. More than being simply an asset manager for clients, we become their trusted partner to handle all aspects of their private affairs.
We optimise cash management, set up the financing for your commercial projects, create fiscally efficient structures, consolidate various bank accounts and monitor performance.
We advise and act for clients on all matters relating to real estate property. We structure the funding of real estate acquisition, manage properties as well as renovations, and take care of the follow-up.
We provide comprehensive art management services including legal oversight, cataloguing, exhibition loans and logistics.
Capital Strategy is using its extensive network of business partners and works with specialised firms around the world to provide these services.
TAX, LEGAL, SERVICES AND SUCCESSION PLANNING
In a world of tax transparency and compliance, tax, legal and succession planning is playing an increasingly important role in the management of a client’s assets.
As such, Capital Strategy partners with reputable specialists around the world to offer bespoke and highly efficient services.
Our strategy is to gain an in-depth understanding of our clients personal situation. Working alongside legal, tax and accounting advisors, this knowledge ensures the creation of an efficient investment portfolio and a corresponding structure. We continuously monitor the structures and investments chosen to ensure that they always suit the evolving needs of our clients.
Capital Strategy is under the supervision of Polyreg, a self-regulatory body recognised by the Swiss Financial Market Supervisory Authority (FINMA).
"Capital; solidly preserved, devotedly enhanced"
Through this philosophy, Capital Strategy expresses the primary concern of preserving its clients’ capital, while growing it progressively and diligently. Our message is clear: the end-result is what counts, and our methods aim to obtain the best possible return.
Founded in 1999 in Geneva, Capital Strategy is an investment and wealth management company, created in partnership with one of the oldest Private Banking establishment in Switzerland.
Stemming from different cultures and backgrounds, we the partners of Capital Strategy, bring together our experiences from reputed banking institutions such as Merrill Lynch, Union Bancaire Privée, HSBC, Pictet, Crédit Suisse and UBS to provide our clients with an advice of distinguished added value.
Thanks to our varied yet complimentary 100 years cumulated experience, we can assimilate a wide variety of solutions that are adapted into each individual investment strategies.
BRANDO GRITTI BOTTACCO
MANAGING DIRECTOR, PARTNER & FOUNDER
Brando previously worked at Merril Lynch as Senior Vice President responsible for both the Italian Private Banking Group, and the marketing and the portfolio management for Italian private clients. He also opened and supervised the Merrill Lynch Bank in Lugano. Brando founded Capital Strategy in 1999, and acts as Managing Director.
MANAGING DIRECTOR & PARTNER
Emmanuel previously worked as hedge fund portfolio manager at HSBC and UBP. He joined Capital Strategy in May 2000 to later become one of its managing directors. Emmanuel graduated from HEC Lausanne, and holds a bachelor in quantitative portfolio management from the University of Geneva.
Anton previously worked at ING Genva as Senior Relationship Manager and Nexone Finance as Partner. He joined Capital Strategy in September 2011 to later become Director. Anton holds a Ph.D. in Economic Sciences from University Paris XIII.
Alexandre is an experienced entrepreneur specialized in international business development, acting as a multicultural bridge between European entities in PR, marketing, communication, and family office projects in China and Russia. He joined Capital Strategy as Director in January 2014. Alexandre holds a BBA in Economics from The European University of Montreux.
REBECCA DOS SANTOS
Rebecca is responsible for Capital Strategy's back office and accounting since 2004. Rebecca graduated from L'école de Commerce de Genève, and holds a bachelor in banking administration.
CAPITAL STRATEGY S.A.
12, Rue Général Dufour
1204 Geneva, Switzerland
Tel: +41 22 819 40 70
Fax: +41 22 819 40 71
For any general inquiries, please fill in the following contact form: