Toledo Capital AG — Email, Phone & Partners

Overview

Established in 2011 and based in Zurich, Switzerland, Toledo Capital AG is a boutique multi-family office that provides comprehensive wealth management and tailor-made financial solutions for high-net-worth individuals and families worldwide. The firm is regulated by the Swiss Financial Market Supervisory Authority (FINMA) and audited by PricewaterhouseCoopers (PwC), ensuring adherence to stringent financial standards and practices. Toledo Capital AG operates as an independent asset manager, free from internal biases, allowing it to focus solely on the unique financial needs of each client. This independence enables the firm to offer personalized services without conflicts of interest, prioritizing the best interests of its clients. Toledo Capital AG offers a range of services, including portfolio management, advisory and trading, personalized reporting, and compliance. The firm's investment approach is holistic, assessing clients' portfolios to ensure alignment with their financial objectives, risk tolerance, and cost-efficiency. Toledo Capital AG also provides family office services, such as life insurance, wealth planning, and corporate directorship services, catering to the diverse needs of high-net-worth individuals and families. The firm emphasizes a personalized approach, working closely with clients to develop optimal financial solutions tailored to their specific requirements. The firm's investment ecosystem is designed to provide clients with access to unique opportunities, facilitating portfolio diversification. Toledo Capital AG's performance targets positive returns, reduced portfolio volatility, and limited market risk, regardless of market performance. The firm's return target lies within the range of LIBOR +3 to 7%, depending on the risk aversion of each client. Toledo Capital AG has been recognized for its exceptional service, receiving awards such as the Best Boutique Wealth Management – Family Office in 2024 from The European Magazine. This recognition underscores the firm's commitment to excellence and its dedication to delivering high-quality wealth management services to its clients.

Investment Focus

Minimum bankable assets of USD 4 million

Portfolio Companies

Temenos AGMercadoLibre Inc

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Frequently asked questions about Toledo Capital AG

What sectors does Toledo Capital AG invest in?

Toledo Capital AG invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Zurich, Switzerland. Toledo Capital AG is listed as a family office in the ConnectSafely investor database.