20+
YEARS OF EXPERIENCE
CFBC
— ABOUT US
CAPITAL FINANCE
& BRAVO COMPANY
CAPITAL FINANCE AND BRAVO COMPANY SA emerges from the merger of five specialized asset management firms, each contributing a wealth of experience and insights. This union has enhanced our ability to deliver tailored investment solutions, drawn from over 30 years of collective market presence. As holders of the FINMA Asset Manager license and ASG-VSV membership, we offer a secure and regulated framework, prioritizing wealth preservation and risk management. We blend Swiss investment tradition with innovative strategies, ensuring our clients benefit from a balanced approach to wealth management, underpinned by Swiss precision and a commitment to navigating the future of finance.
Trusted Partnership
Wealth Management
Strategic Solutions
Proactive Guidance
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Global Expertise
We provide personalized strategies to meet clients' unique needs worldwide.
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FINANCE PIONEER
We're forefront, always synchronized with latest financial innovations.
Customer-Centric
We prioritize client satisfaction, delivering tailored financial solutions.
COMMITMENT TO
REGULATORY COMPLIANCE
As holders of the FINMA Asset Manager license and ASG-VSV membership, CAPITAL FINANCE AND BRAVO COMPANY SA adheres to stringent regulatory standards, ensuring transparency, integrity, and accountability in all their dealings. Clients can have full confidence in the company's commitment to ethical conduct and regulatory compliance.
OUR MISSION
At CAPITAL FINANCE AND BRAVO COMPANY, we harness finance to safeguard and grow wealth. With a century of expertise and global insight, we deliver tailored investment solutions worldwide, maintaining integrity and excellence to empower our clients' financial success.
WHAT WE DO
At CAPITAL FINANCE AND BRAVO COMPANY SA, our core focus is asset management, firmly grounded in the esteemed traditions of Swiss financial expertise. Central to our approach is the steadfast commitment to capital preservation, a hallmark of Swiss financial ethos, ensuring stability and precision in all our endeavors. While drawing from our rich reservoir of experience, we maintain an adaptive stance towards evolving financial landscapes, embracing innovative trends and strategies.
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Our modern approach to risk management, leveraging quantitative methodologies, caters adeptly to the intricate needs of our diverse international clientele. We specialize in crafting bespoke portfolios meticulously tailored to harmonize with each client's distinct financial objectives and circumstances. Our dedication lies in optimizing returns while prudently navigating risks, offering a comprehensive suite of services that accentuate asset consolidation and enhancement.
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In essence, our commitment revolves around serving the diverse needs of our international clients, prioritizing capital preservation, maximizing returns, and delivering excellence in asset management with Swiss precision and global insight.
ASSET MANAGEMENT
CAPITAL PRESERVATION
ENHANCED RETURN
RISK MANAGEMENT
— OUR SERVICES
CAPITAL FINANCE & BRAVO ASSISTS YOU WITH
DISCRETIONARY ASSET MANAGEMENT
We provide a dynamic and modular range of discretionary asset management solutions across a wide range of asset classes to (U)HNWI and Institutional clients internationally.
DYNAMIC ACTIVE ADVISORY
Tailor-made on client’s need, we provide active advisory services on complex portfolios.
CONSOLIDATION & RISK ANALYSIS
Based on a robust and comprehensive risk management process, we provide multi-portfolios consolidation, risk assessment, and analyses, ad-hoc third-party supervision.
OUR SPECIALTIES
We specialize in supporting expatriates transitioning to Switzerland. In collaboration with Knotted, a leading provider of relocation guidelines, we offer comprehensive assistance tailored to the needs of individuals moving to our country.
With expertise in fintech, we're pioneering digital finance solutions. Our collaborative approach empowers clients to navigate the evolving financial landscape. We prioritize practicality, stress management, and continuous learning in all our endeavors.
05
Companies have been merged
10+
Countries in which we worked
10+
Custodian Banks
THE SWISS CONFEDERATION
In 2019 Switzerland has been elected best Country in the world for the third year in a row, especially thanks to its quality of life, lack of corruption and transparency. Switzerland one is the most competitive business center in the world. There are numerous good reasons to locate a business in Switzerland: innovation and technology, a liberal economic system, political stability, close links with foreign markets, excellent education and healthcare systems, an outstanding infrastructure, a high standard of living, and a competitive tax system. Moreover, Switzerland has strong clusters in life sciences, ICT and advanced engineering. Since we have the knowledge of all these sectors, we are especially strong in vertical integration technologies such as Biotech, Medtech, Fintech, Cyber Security, Robotics, Industrial Design and many other innovative sectors.
100 YEARS OF
HISTORICAL TRADITIONS
Switzerland provides investors with optimal conditions, within a stable prospering environment and a unique focus on quality, innovation and performance. Years of experience, innate opening to international markets are only some example of the advantages of the Swiss investment management sector.
CONTACT US
We would love to hear from you. Share your thoughts, questions & comments and we will be sure to reach back to you as soon as possible.
PHONE
ADDRESS
Via Carlo Maderno 10, 6900 Lugano, Switzerland