Key information about our company
Who we are, what we do, who helps us, the principles that guide us and how our clients benefit.
MONT BLANC CAPITAL MANAGEMENT
Since 2007, our passion has been creating value and – most importantly – added value for our clients. With solutions that are individually tailored to their needs.
We are an independent Swiss investment boutique with exclusive solutions and proven strategies for private individuals, institutions and companies.
Our company is owner-operated and independent from banks, both in terms of capital and in its management and operation.
A FOCUS ON PEOPLE
It starts with you, the customer, and us, the investment specialists. You can expect dialogue on an equal footing with a true partner who responds to your needs. And because we operate on an individual level, we never lose sight of our objective: generating added value for you.
HOW WE WORK
We live out our core convictions each and every day – with flexibility and an open mind. Our long-term experience helps us to achieve our objectives. And the investment strategy that we develop makes a real difference. Learn more about the GO Investment Approach.
Mont Blanc Capital Management has been subject to monitoring by the Swiss Financial Market Authority (FINMA) as an asset manager of capital investment schemes since 2008 and has received an exemption from the authorization requirement from the Federal Financial Supervisory Authority (BaFin) (ID 140403) in Germany. Our auditor is Grant Thornten Bankrevision AG.
Our company adheres to the ASIP Charter issued by the Association of Swiss Pension Funds which covers the duties of loyalty and integrity with respect to occupational pensions, as well as the professional code of ethics issued by the Financial Services Standards Association (VQF).
Disputes about legal claims between the client and the financial service provider should, if possible, be settled within the framework of a mediation procedure by the ombudsman association (https://www.ofdl.ch/).
Mont Blanc Capital Management is completely independent. It is entered in the commercial register for the Canton of Zurich under the number CHE-112.494.537. Its share capital is CHF 700,000 and is fully paid in.
PARTNER NETWORK & REFERENCES
Mont Blanc Capital Management has developed a network of qualified specialists and companies over the years. With the highest level of professionalism, they strengthen our own core expertise. This network includes banks, brokers, analysts, product partners, trustees, tax advisors and real estate brokers. Our specialist partners support us with asset management, organization as well as legal and compliance assistance.
Some of our custodian banks: Bank Julius Bär, Bank SYZ, Bank Vontobel, Lienhardt & Partner Privatbank Zürich, UBS Switzerland, V-Bank, VP Bank, VP Bank (Switzerland) and more.
References: In the field of Swiss occupational pensions (BVG), we manage the pension fund of Valitas occupational pension collective foundation.