Independent wealth solutions tailored to your situation and ambitions

Our process starts with a thorough understanding of each client’s financial objectives and constraints. We assist in defining and implementing investment strategies designed to protect capital while supporting long-term value creation, in line with our belief that preserving wealth is the foundation of sustainable growth.

Our Wealth Management Services

Strategic Wealth Planning

Comprehensive assessment of financial assets and liabilities
Definition of short-, medium-, and long-term objectives
Risk profiling and investment horizon analysis
Structuring wealth to align with personal, family, and business considerations
Ongoing review and adjustment as circumstances evolve

Family Office Services

Coordination of financial, banking, and investment affairs
Oversight of multiple portfolios and asset classes
Consolidated portfolio reporting
Liaison with legal, tax, and estate planning advisors
Governance support and intergenerational planning

Banking & Custody Coordination

Selection of suitable custodian banks in Switzerland and internationally
Coordination with relationship managers and investment desks
Review of banking terms, fees, and investment proposals
Ongoing oversight of execution quality and service standards

Advisory & Discretionary Portfolio Management

Strategic asset allocation tailored to objectives and risk profile
Tactical adjustments based on market conditions
Selection and monitoring of external portfolio managers, funds, and investment solutions
Portfolio diversification across asset classes, geographies, and currencies
Performance analysis and transparent reporting

Risk Management & Capital Preservation

Continuous portfolio risk monitoring
Downside protection strategies and stress testing
Currency exposure management
Liquidity planning to meet short-term and long-term needs
Alignment of investment strategies with changing market conditions

Our Investment Approach

Our focus is on providing clients with appropriate investment solutions and financial services through active asset allocation and customized portfolios utilizing independent, tailored investment solutions. Leveraging our extensive network, we grant our clients access to best-in-class products and investment opportunities from various banks and financial institutions. Our expertise lies in constructing portfolios that are specifically tailored to meet the unique requirements of each investor. We continuously monitor investment risk, assessing asset and geographical allocation in the portfolio, and combine asset classes and investments with different volatility characteristics to achieve better risk-adjusted returns.

customized portfolios

Risk Management and Monitoring

extensive network

Private equity

Public markets

Real estate

actively managed certificates (AMC)

Diverse Investments with cost control

We invest across a full spectrum of assets, including public markets, private equity, real estate, actively managed certificates (AMC) and structured products. Understanding that cost management significantly impacts investment returns, we act as a liaison between clients and custodian banks to ensure that the costs associated with investment products and banking services are controlled and minimized

OUR Role

CHF Capital SA operates as a fully independent, management-owned wealth management firm regulated under Swiss standards. We provide objective and independent advice and solutions focused on capital preservation and sustainable long-term growth. At all times, clients maintain full ownership, transparency, and control over their assets.

WEALTH MANAGEMENT