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B Capital Wealth Management is a Swiss regulated private investment office based in Geneva. Established in 2008, the firm works for ultra high net worth individuals and their families, offering a high level of discretion and privacy.
We act as a family office for our Principals constructing and managing investment strategies, running bank relationships, arranging deals and consolidating reporting. We are wholly owned by our management and are free to use any investment managers. We use ‘open architecture’ to select the best assets for our portfolios and have a number of custody banks to suit our Principals’ needs.
We believe that through the private investment office the advantages of many financial institutions can be drawn together and harnessed to give the best solutions. We save our Principals time and money and take responsibility for the results of our investment mandate.
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