Toledo Capital AG – Preserve your wealth with experts you can trust

John E. Kaye
- Published
- Banking & Finance, Home

For over a decade, Toledo Capital AG has built an expertise in wealth management excellence, establishing itself in the financial hub of Zürich, Switzerland
Founded more than 10 years ago as a multi-family office, Toledo Capital AG has dedicated itself to providing comprehensive wealth management and tailored made financial solutions adapted to the unique needs of high-net-worth individuals and families worldwide.
As a FINMA-regulated institution audited by PwC, Toledo Capital AG proudly stands as one of the first multi-family offices to establish an operating investment ecosystem within the highest standards of Swiss regulations. This ecosystem offers clients unparalleled opportunities to diversify their portfolios, encompassing everything from real estate investments to ventures in startups, along with access to top Swiss asset managers renowned for their adherence to the highest standards of excellence.
Central to Toledo Capital AG’s wealth-building commitment is a dedication to attaining favourable returns while mitigating risk and volatility. Customised to suit each client’s risk tolerance, Toledo’s investment strategies are built towards providing steady outcomes, with return targets spanning from London Inter-Bank Offered Rate (LIBOR) +3 to 7%.
The company’s track record speaks volumes: in December 2023 the company reached a YTD return of 14.3% utilising their moderate risk model, all while maintaining a volatility rate of just 6.20%. Proving the continuing protection of their clients’ wealth but also its positioning for sustained long-term growth and prosperity.
Multilingual, multidisciplined
Driven by a vision to provide customised services without conflicts of interest, Toledo Capital AG focuses on delivering transparent and multigenerational wealth preservation strategies that resonate with clients’ values, aspirations, and legacies. Toledo Capital’s team of financial professionals boasts extensive expertise and fluency in multiple languages, including German, English, Hebrew, Italian, Spanish, Hindi, and Russian, allowing Toledo to effectively address the diverse needs of global clientele.
Illustrating the tangible benefits of Toledo’s ecosystem in driving client success, consider the case of one of their current clients. With a globally diversified portfolio, he expressed keen interest in delving into private equity investments within the realm of innovative startup companies. Leveraging their expertise, Toledo Capital AG’s Alternatives Desk meticulously identified and curated a selection of promising opportunities. This strategic approach culminated in a significant achievement: a successful commitment of $2.4m towards a late-stage medtech company. Not only did this investment align seamlessly with the client’s risk appetite, but it also underscored Toledo’s capability to deliver results that surpassed expectations.
Partnering with Toledo Capital AG means embarking on a journey towards financial prosperity and security. Toledo’s dedicated team is committed to guiding you through the complexities of wealth management, ensuring that your financial goals are met with precision and expertise.
Contact Toledo Capital AG today and allow them to guide you towards a personalised financial solution tailored to your individual needs and aspirations.
Further information
toledocapital.ch
RECENT ARTICLES
-
What makes this small island one of the world’s most respected financial hubs?
-
MauBank wins international award for tackling barriers to finance
-
‘It’s like a private bank but with retail rates’: Inside Jersey’s mortgage market for new high-value residents
-
How one fintech is using AI to fix Latin America’s broken mortgage system
-
Why the humble trading journal could be your edge in volatile markets
-
The smart way to structure family wealth: Why Liechtenstein funds are in demand
-
How market concentration is creating new risks and opportunities
-
Staying the course in an unpredictable market
-
Decision-making factors when establishing a foundation
-
Why the British Virgin Islands remains a top destination for global business
-
Malta’s growing appeal as a financial services domicile
-
Matthieu André on AXA IM Select’s award-winning approach to multi-manager investing
-
A legacy built on trust
-
U.S voters slam economy as ‘on wrong track’ — but back skills revolution, poll finds
-
Liechtenstein financial centre: A safe haven in uncertain times
-
Why biotech incubators need our support
-
Equiom: Tax analysis expertise par excellence
-
Exempt schemes for entrepreneurs, businesses and investors
-
Capital International Bank: The bank doing things differently
-
Slowmad Malta: Where digital nomads meet island life
-
BOV Fund Services Limited wins in The European Banking & Finance Awards 2024
-
How AI is revolutionising entrepreneurial finance
-
TISE reports double digit listings growth and new records in 2024
-
Fortis Market: The trusted partner of global financial markets
-
Amberdata wins two titles in The European Banking & Finance Awards 2024