Personally & Tailor‑made
Portas Capital AG is an investment advisor and asset manager.
Portas Capital AG uses its investment competence and experience to service wealth families, private individuals and institutional clients and offers a range of investment strategies with robust risk control.
Announcements / Newsletter
Reinforcement of the team with a new expert
Dr Christian Mölling, Deputy Director of the Research Institute of the German Council on Foreign Relations (DGAP) and Head of the Centre for Security and Defence in Berlin, joins the Portas Capital team. »
Beat Kunz of Portas Capital AG joins global elite with WealthBriefing Swiss EAM award 2023
Leading wealth management industry participant, Portas Capital AG, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award. »
Commendation in the BILANZ 2022 asset management awards
Each year the “firstfive” company responsible for measuring and assessing investment returns and the magazine BILANZ select the best asset managers in Switzerland. »
Good capital protection for client assets achieved in comparison with competitors
Portas Capital Ltd successfully led its clients through the difficult year 2022. The average return of the "Balanced" strategy in CHF was significantly better than that of the majority of our competitors. Mandates denominated in EUR achieved roughly similar performance. »
Authorisation granted to Portas Capital Ltd by the Swiss Financial Market Supervisory Authority
FINMA grants authorisation where asset managers fulfil the statutory prerequisites. These are set out in the Federal Act on Financial Institutions (FinIA), the Ordinance on Financial Institutions (FinIO) and the FINMA Ordinance on Financial Institutions (FinIO-FINMA). »
Excellent performance of our mandates in 2020
Portas Capital AG has successfully guided its clients through the pandemic crisis. »
Financial Market News
Insolvency of the financial services provider Silicon Valley Bank
Last week, the financial services provider Silicon Valley Bank (SVB) was declared insolvent in the USA. »
A perfect storm in September and October?
Our investment strategy has followed a cautious approach since the third week of January, and will continue to do so. We recommend equity exposure of no more than 30% to 35% as part of a balanced strategy. »
In light of a potential market correction, we are recommending caution and taking profits on the back of this approach. »
Hedge funds fared well in 2018.
Our hedge fund portfolios significantly outperformed relevant indices and comparable products in 2018. »
We were able to largely protect our clients’ assets in what was a difficult 2018. »
Mandates positive in 2017
The mandates that we manage ended 2017 positive for the year. »