Investments

Personalized investment strategies to grow your wealth

Investment Expertise

Your wealth deserves an excellence strategy

At SwissKap, we believe in disciplined, diversified, and tailored investment approaches to your risk profile. Our expertise enables us to navigate financial markets while preserving and growing your capital.

Savings allow you to secure your financial situation, but also to develop or maintain your wealth.

Regardless of your financial situation, income, risk profile, or personal ambitions, SwissKap selects a top-tier manager to help them achieve efficiently and quickly their wealth goal.

Exceptional Performance

Our results speak for themselves

Discover the performance of our investment strategies over the last 12 months. Our disciplined approaches and expertise allow you to optimize your wealth.

Conservative

4.75%
over 12 months

Strategy focused on capital preservation with stable returns

Low volatility Stability

Balanced

7%
over 12 months

Optimal balance between growth and stability

Balanced Diversified Optimal

Dynamic

13%
over 12 months

Maximized growth for experienced investors

Growth Innovation Performance

Past performance does not guarantee future results. Investing involves risks of loss of capital.

Investment Simulator

Simulate your investments

Discover the potential growth of your investments with our interactive simulator. Adjust your parameters and visualize the evolution of your capital in real-time.

1. Select your investment modalities

CHF
CHF
%
1 year 5 years 30 years

2. Select your strategy

Deposits 180 000 CHF
Plus-Value 120 000 CHF
Deposits
Plus-Value

Hypothetical performance, based on historical average yield delivered, past performance does not guarantee future results, non-guaranteed yield.

Personalized Analysis

Get your personalized analysis

Book your consultation for a comprehensive analysis of your financial situation

Comprehensive Financial Analysis

Benefit from a thorough analysis of your financial situation with our certified experts.

Complete Diagnosis
Tailored Recommendations
Detailed Action Plan
FAQ Investments

Frequently Asked Questions

Quickly find answers to the most common questions about our investment strategies

What is the minimum amount to start investing?

We adapt our services to your wealth. For personalized portfolio management, the minimum is 100'000 CHF. For more accessible investment solutions, we offer options starting from 15'000 CHF.

Minimum Portfolio Accessibility

How do you manage risks in your strategies?

We apply a rigorous diversification approach, constant market monitoring, and regular adjustments. Each strategy is built according to your risk tolerance.

Risks Diversification Protection

Is real estate a good investment in Switzerland?

Swiss real estate remains attractive for portfolio diversification. We offer direct real estate investments. This option presents advantages based on your objectives and your tax situation.

Real Estate Switzerland Diversification

What is ESG and sustainable investment?

ESG investment integrates environmental, social, and governance criteria. Our sustainable solutions allow you to align your investments with your values while aiming for attractive returns.

ESG Sustainable Values

Do you have other questions?

Our investment experts are here to advise you personally

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