Services
Lifetime Solutions For Peace of Mind
Principles
Values
Amicum Capital team embodies trust, precision, and discretion. We prioritize long-term financial security, offering personalized strategies that align with clients’ objectives.
Responsibility
Our experts provide tailored financial strategies, risk management, tax optimization, and ensure compliance with Swiss regulations. Confidentiality and client-centric service are our hallmark.
Code of Conduct
Transparency, ethical practices, and a commitment to excellence define our approach, ensuring clients’ wealth is preserved and grown with the utmost care.
Stability & Growth
Consider us your comprehensive source for financial stability and growth—an all-encompassing management company dedicated to entrepreneurs and their wealth management needs. Our boutique investment firm stands apart as value engineers, distinct from conventional banks and financial advisors. We offer an integrated advisory service, directing you toward optimized financial and operational asset performance.
Hailing from Switzerland, our team comprises seasoned professionals merging decades of international investment banking and asset management expertise. We’ve fostered an extensive network of trusted partners in the financial realm, ensuring an integrated approach to excellence across an array of services.
Portfolio Management
Performance-Driven
Approach
Experience portfolios designed for growth. Our performance-driven strategies capitalize on market opportunities, striving for consistent, competitive returns aligned with your financial goals.
Time-Horizon
Sensitivity
Your aspirations shape our strategies. We align investments with your time horizon, whether it’s retirement, legacy planning, or short-term goals, ensuring your portfolio evolves with your needs.
Dynamic Market
Adaptability
Markets evolve, and so do we. Amicum Capital efficiently adapts portfolios to changing market conditions, seizing opportunities and mitigating risks in dynamic environments.
Cost-Efficiency
Expertise
Efficiency is in our DNA. We in Amicum Capital navigate the investment landscape with a keen eye on minimizing costs and fees and maximizing your returns over time.
Holistic Wealth
Protection
Safeguarding your wealth is paramount. Our bankers go beyond investments, considering tax implications and asset protection strategies, protecting your financial fortress.
Client-Centric
Focus
You are at the heart of everything we do. Our personalized approach ensures your unique needs and aspirations drive every decision we make, fostering a trusted, enduring partnership.
We manage investment portfolios “for you” or “together with you” based on independent opinion and long-term practical experience.
When it comes to safeguarding and optimizing your valuable financial assets, your pursuit of greatness finds its perfect partner in Amicum Capital. We pride ourselves on delivering nothing short of exceptional service, offering you an unparalleled, comprehensive view of your assets.
Our commitment extends beyond surface-level care; we delve deep into detailed analysis and employ thorough risk management strategies every step of the way, blending Swiss financial expertise with global opportunities. Rigorous analysis, proactive adjustments, and adherence to the best global practices ensure wealth preservation and growth.
Financing
We arrange the financing of your next big purchase – new private jet, yacht, or house.
Our team specializes in securing the capital you need for your significant investments.
With access to a vast network of financial resources, we ensure you receive competitive rates and terms, allowing you to realize your highest aspirations with ease and confidence.
Rest assured, our meticulous planning and personalized solutions will give you certainty in your future. Your inner peace is our priority, knowing that your financial needs are expertly handled, giving you the confidence to pursue your dreams with absolute security.
Wealth Planning
Personalized
Financial Roadmap
Tailored wealth planning strategies designed to align with your unique financial goals and aspirations.
Retirement Planning
Expertise
Customized retirement plans crafted to secure your future, including savings, investments, and lifestyle considerations.
Estate Planning
Solutions
Holistic estate plans to preserve and transfer wealth efficiently while addressing inheritance and legacy objectives.
Insurance
Planning
Strategic recommendations for insurance coverage tailored to safeguard your assets and protect your family’s financial well-being.
Charitable Giving
Strategies
Guidance on philanthropic endeavors, incorporating charitable giving into your financial plan to make a meaningful impact.
Ongoing
Financial Guidance
Continuous support and regular reviews of your wealth plan to adapt to life changes, market dynamics, and evolving financial goals.
We manage projects from A to Z with the best suppliers to fit your needs. Our comprehensive services go beyond mere financial management.
We work closely with you to understand your unique financial aspirations and create a customized plan that ensures your wealth is not only preserved but strategically grown.
Immaculate tax optimization, risk management, and succession planning ensure confidence in your financial legacy and secure your family’s prosperity for generations to come.
Direct Investments
Whether it is investment in a private company or real estate, we source, finance and execute the deal based on your parameters.
With extensive industry connections and market insight, we pinpoint profitable opportunities aligned with your financial goals. Spanning real estate to private equity, our strategic plans disclose exclusive investment prospects.
We specialize in distressed debt and direct investments, providing sharp insights and guidance through intricate financial landscapes. From due diligence to ongoing management, our team creates paths for wealth accumulation and success.
