Concept Capital Group AG
Concept Capital Group AG is an independent portfolio manager based in Zurich. The firm is owned and run by its partners, who bring more than twenty years of experience in Swiss and international banking, and it belongs to no banking group.
We look after a small number of private clients and families, most of whom we have worked with for many years. Our relationships are long-term, personal and discreet — and the work behind them is done to the standards of Switzerland's leading banks.
Concept Capital Group AG holds a portfolio manager licence granted by the Swiss Financial Market Supervisory Authority FINMA under Article 17 of the Financial Institutions Act (FinIA), and is supervised by AOOS – Schweizerische Aktiengesellschaft für Aufsicht.
"Everything we do is based on trust, transparency and professionalism"
How we work
Independence: no banking group, no product list
Experience: more than twenty years in Swiss and international banking
Discipline: portfolios monitored continuously and rebalanced to strategy
Performance: results that have stood comparison with Switzerland's leading banks
Continuity: the partner you know today is the partner you will have in ten years
Accountability: licensed by FINMA, supervised by AOOS
CONTACT US
For any inquiries, please email us:
OUR ADDRESS
Gartenstrasse 17
8002 Zürich
Switzerland