TOLEDO
CAPITAL SWITZERLAND · SINCE 2011

Your Wealth.
Beyond Borders.

Swiss wealth management
for international families.

As a new year begins, we wish you and your family health, happiness and continued success.

Every family has its own ambitions for the future. Toledo Capital adds a Swiss and international dimension, combining Swiss banking, investment management and wealth planning to help families diversify, protect and position their wealth for generations to come.

Uri Krausz, Founder & Managing Partner of Toledo Capital
Swiss StabilityA long-standing tradition of security and reliability.
International PerspectiveA broader international outlook and global access.
Private & ConfidentialDiscretion is central to every conversation.
HOW TOLEDO CAPITAL CAN ADD VALUE
▦

Swiss Banking

Access to leading Swiss banking relationships.

◎

International Diversification

A broader international dimension for family wealth.

◔

Wealth Planning

Planning across borders and generations.

◇

Asset Protection

Helping preserve wealth for the future.

INVESTMENT MANAGEMENT

A Swiss structure is only as strong as the investments inside it.

Toledo Capital combines disciplined portfolio construction with access to leading managers and selected opportunities across fixed income, equities and alternatives. Our approach blends diversified core holdings with selective active ideas, while continuously monitoring risk, liquidity, currency exposure and market conditions.

Active Portfolio Management

Portfolios are built around each family's objectives and risk profile, then actively reviewed and adjusted as markets and opportunities evolve.

Manager & Opportunity Selection

We combine efficient market exposure with carefully selected specialist and boutique managers, including opportunities in fixed income, equities, hedge funds, structured credit and other alternatives.

Daily Oversight & Discipline

Investments are monitored continuously, supported by regular investment-committee reviews of allocation, performance, concentration, liquidity, currency exposure and portfolio risk.

Investment capability that goes beyond selecting a bank. Toledo provides independent research, portfolio management and access to a broad investment universe, so the Swiss dimension can also become a meaningful investment dimension.

Start a private conversation

If you would like to explore whether a Swiss dimension could add value to your family's wealth, we would be pleased to have a confidential conversation.

Request a private conversation

How should we contact you? *
Include + and your country code, for example +41 78 239 99 80.
Your enquiry will be treated privately and confidentially.

Thank you.

We will be in touch personally and confidentially.

VISIT TOLEDO CAPITAL →