Independent wealth management for private clients
Every private fortune tells its own story.
Behind every portfolio are personal decisions, entrepreneurial success, responsibility towards the family or the desire for financial security. This is precisely why, for us, wealth management begins not with markets or products, but with the people behind the wealth.
As an independent wealth manager, we support private clients, entrepreneurial families and Family Offices in Zurich and across Switzerland in structuring, managing and developing their wealth over the long term – personally, independently of banks and with an investment strategy tailored to their circumstances.
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Wealth requires clarity
Good wealth management is not built on short-term market views or standardised products. We develop personalised investment strategies for high-net-worth private clients, family wealth and Family Offices – providing direction, foresight and a clear structure, even in challenging market environments.
Independent in our thinking. Personal in our support.
For us, independence does not mean distance from banks. It means remaining close to our clients’ interests.
Portas Capital is not tied to any bank, proprietary investment products or sales requirements. This allows us to assess investment solutions objectively and align our recommendations with what is appropriate for your circumstances.
As a FINMA-authorised wealth manager, we combine regulatory security with entrepreneurial thinking, personal support and a clear focus on long-term wealth development.
Independent of banks
No product ties. No sales requirements. Recommendations aligned with your interests.
Personal
Dedicated contacts who understand your circumstances and support you over the long term.
Regulated
FINMA-authorised wealth manager with clear processes and professional accountability.
Who we work for
We support individuals and families who wish to take a considered approach to managing their wealth, across different stages of life and wealth development.
These include:
- high-net-worth individuals
- entrepreneurs
- Family Offices
- clients following the sale of a business
- individuals approaching or in retirement
- investors seeking an independent alternative to a traditional bank
For family wealth and Family Offices in particular, the focus often extends beyond individual investment decisions. Long-term wealth structuring, responsibility across generations, succession matters, transparency and the coordination of different interests all play a central role.
In every case, the appropriate solution is not found in a product catalogue, but through an understanding of your personal objectives.
Our services for private clients
Asset management
We implement your investment strategy under a wealth management mandate. We structure your portfolio, make investment decisions within the agreed parameters and continuously monitor its development.
Investment advice
If you prefer to make investment decisions yourself, we support you through independent investment advisory. You benefit from well-founded assessments, professional analysis and a sparring partner who puts your interests first.
Family Office and family wealth
For entrepreneurial families, family businesses and Family Offices, we support the long-term structuring and management of wealth. The focus is on investment strategy, transparency, diversification, succession matters and coordination with existing advisers or internal structures.
Financial planning
Forward-looking financial planning provides transparency regarding assets, income, pension provision, taxes and future needs. It forms the basis for sustainable long-term decisions.
Pension provision and succession
Many wealth-related matters extend beyond investment management alone. We help you consider pension provision, succession and responsibility across generations at an early stage.
Complementary asset classes
Depending on your wealth situation and risk profile, we assess whether complementary asset classes such as private equity, hedge funds or selected specialist mandates can provide additional diversification – always within the context of your overall strategy.
The first step: a personal conversation
We take the time to understand your current position, objectives and expectations, and jointly assess what independent wealth management with Portas Capital could look like for you.
In an initial consultation, we would be pleased to show you how Portas Capital can support you in structuring, managing and developing your wealth.