Our teams and your discussion partners first and foremost invest in a sustainable, personal trust relationship with you. Because that is how we can best manage your assets. We offer personalized advice at every stage. During our many information moments and the CapitalatWork Academy we are happy to share our expertise with you.

O

We invest in
lasting relationships
based on trust.

BoD CapitalatWork SA

BoD CapitalatWork SA

As the main decision-making body of CapitalatWork, we provide as top experts the general policy of the company, the approval of the strategy and the follow-up of the activities. Your interest is always the starting point.

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Wealth Managers

Wealth Managers

Your trust is essential for transparent communication.

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Portfolio Managers

Portfolio Managers

We ensure an effective and efficient realisation of your long-term objectives.

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Estate Planners

Estate Planners

Our team of dedicated estate planners keeps you informed of your assets at all times.

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Management

Management

As a management, we ensure the most professional follow-up of your asset management and estate planning, day in day out.

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