Services & Compliance

At Capberg, we provide a clear range of investment services designed to meet different client needs – from fully delegated portfolio management to tailored advice or independent trade execution. All our services are delivered within a strong Swiss regulatory framework, ensuring transparency, trust, and security.

Asset Management

Professional portfolio management tailored to your goals and risk profile.

Investment Advisory

Expert recommendations – you decide, we guide.

Execution-Only

Independent trading with full control over your decisions.

FINMA Regulated

Authorised and supervised by the Swiss Financial Market Supervisory Authority (FINMA).

Compliance & Risk Management

Outsourced to Grant Thornton AG, specialists in regulatory and compliance services.

Talk to Our Wealth Manager

Get in touch to book a consultation