- Patrimoine Capital SA , Baarerstrasse 27 , CH – 6300 Zug
Welcome to
Patrimoine Capital SA
Trust and Transparency
We are committed to building a strong and lasting relationship with our clients, based on mutual trust, transparency, and absolute discretion. Your satisfaction is at the heart of our priorities, and we deploy all necessary means to provide you with impeccable service, driven by a steadfast commitment to excellence.
Our compensation model is designed to eliminate any potential conflict of interest, ensuring that we act independently at all times, exclusively in the protection and promotion of your interests.
Protection and Growth
The protection and growth of your personal and family wealth are of utmost importance. We are committed to providing tailored financial management solutions that are specifically designed to meet your unique needs. Backed by our recognized expertise, we are dedicated to helping you preserve, grow, and pass on your wealth, ensuring its sustainability for future generations.
Protection and Growth
Expertise and Independence
Whether you wish to diversify your investment portfolio, structure your family wealth, or optimize your tax strategy, our experienced team is here to guide you through every step of the process.
Leveraging our in-depth knowledge of international financial markets, our wealth managers work closely with a network of highly qualified experts in tax advisory and estate planning to thoroughly understand your long-term objectives.
We design customized strategies aimed at maximizing your tax benefits while minimizing risks, ensuring the protection and sustainability of your wealth today and for future generations.
Discretion and Confidentiality
Confidentiality is a fundamental value at Patrimoine Capital SA. We are committed to safeguarding your privacy at all times and protecting your personal information with the utmost diligence. Your wealth is managed with the highest degree of discretion and in strict compliance with the most rigorous regulatory standards.
Patrimoine Capital SA holds a license from the Swiss Financial Market Supervisory Authority (FINMA) as a wealth manager under Article 17, paragraph 1 of the Financial Services Act (FinSA) and is directly supervised by FINMA.
Discretion and Confidentiality
Confidentiality is a fundamental value at Patrimoine Capital SA. We are committed to safeguarding your privacy at all times and protecting your personal information with the utmost diligence. Your wealth is managed with the highest degree of discretion and in strict compliance with the most rigorous regulatory standards.
Patrimoine Capital SA holds a license from the Swiss Financial Market Supervisory Authority (FINMA) as a wealth manager under Article 17, paragraph 1 of the Financial Services Act (FinSA) and is directly supervised by FINMA.