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 — in private banking, portfolio management and compliance — and it belongs to no banking group.

 

We set up the firm to continue working with clients we had come to know well, on our own terms: independently, without a product list, and in a structure small enough that every client deals directly with a partner. Our relationships are long-term, personal and discreet.

 

Every portfolio is managed under a written mandate and an investment strategy agreed with the client — diversified across asset classes, sectors and regions, monitored continuously, and rebalanced whenever markets move it away from that strategy. The standards are those of the banks we came from; the decisions are our own.

 

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. The competent ombudsman is OFS Ombud Finance Switzerland. Our registered office is at Gartenstrasse 17, 8002 Zurich.