LONDON, August 29, 2018
Asset management firm Capitalium Advisors® has gained global recognition for its work by Business Worldwide Magazine (BWM). The Geneva based company has been named the outright winner in its category, being crowned ‘Most Innovative Firm | Swiss Wealth Management Industry’.
The 2018 Global Corporate Excellence Awards seek to identify and honour the most respected companies and their C-level executives, rewarding outstanding performance, innovation and ethics across international business and finance communities. Business Worldwide features the successes of these organisations, highlighting their exemplary accomplishments and inspiring others to follow their example.
Since the banking crisis of 2008, the industry has had its fair share of negative press. Faith in the sector has significantly declined, with investors actively seeking new ways of looking after their money. This shift in attitude has called for an innovative approach, where customers feel they have more choice and technology helps them to achieve the best possible outcomes. Fintech is the new frontier of disruptive innovation in finance, and Capitalium Advisors® is harnessing that power to offer a new way of doing finance.
The company describes itself as an independent wealth management company regulated by the ASG (Swiss Association of Wealth Managers). Established in 2016, in two short years it has joined Switzerland’s largest 10% asset management firms. Together with its sister company, Schoeb Frote® in Neuchâtel, Capitalium Advisors manages over CHF 1bn.
Alain Zell, Managing Partner and CEO, puts Capitalium’ success down to its innovative approach to investing. While many financial institutions still focus on cost cutting, this company invests in totally new solutions. Refreshingly, the approach is a client-centred one, with services and financial solutions carefully tailored to meet the specific needs of individual clients. It’s not connected to any financial establishment, giving the team freedom to break down barriers and explore truly innovative ways of doing things.
The company offers three different services. CASA Invest® manages discretionary mandates, consultancies and supervisory services and covers all aspects of asset management. CASA Nexgen® is the non-financial branch of Capitalium and is targeted primarily at families, helping them tackle challenges relating to the transmission of patrimony. The company is dedicated to engaging with the millennial generation, so much so that it has appointed a 19-year-old bio-engineering student to the board of directors. Finally, CASA Advice is an independent advice service that helps clients maintain total control over their private affairs.
This is a company that places common sense, hard work, boldness, enthusiasm, innovation and customer service at the heart of everything it does. The BWM judging panel was greatly impressed by its innovative spirit and clear commitment to helping customers achieve their financial goals in a way they can trust.
More information can be found at the company website, http://www.capitaliumadvisors.ch/
An article on the company can be found on the BWM website: https://www.bwmonline.com/2018/08/20/disruptive-fintech-in-asset-management/
For details of the Business Worldwide Magazine Awards visit https://www.bwmonline.com/awards/
About Business Worldwide Magazine
Business Worldwide Magazine is the leading source of business and dealmaker intelligence throughout the world. Our quarterly magazine and online news portal enables an established audience of corporate dealmakers to track the latest news, stories and developments affecting the international markets, corporate finance, business strategy and changes in legislation. This readership includes of CEO/CFO – Banks, Corporate Lawyers and Venture Capital/Private Equity Companies to name a few.
E: [email protected]