Give Wings To Your Family Wealth

Established in 2008, B Capital is a Swiss multi-family office and investment management firm for HNWIs and their families, with teams in Geneva, London, Malta, Cayman Islands & Lisbon.

Investment Portfolios

We begin by discussing your long-term goals, objectives, and attitude to risk. Then we compare both to your current asset allocation before working with you to construct and implement a fresh plan, using all the asset classes, with your preferred bank providing the account. The portfolio strategy is expressed using passive investment funds to reduce costs to as low as 0.03% p.a. 

Private Equity

We advise on, co-manage, and administer, several billion dollars of private equity investments on behalf of our clients. Our investment universe is multi-sectoral and we are regularly able to offer investment opportunities to clients in club deals and co-investments. The high calibre of B Capital clients means we see a constant flow of deals in which our investors can participate. 

Multi-Family Office

We have supported HNWIs and their families since 2008, managing, protecting and growing their wealth. We offer a family office service to our clients, with round-the-clock banking support and advice, to ensure daily banking needs are met. We also work with other family offices and trustees, under specific mandates to help them achieve their aims. 

Lending Solutions

In our London office, we have a Lending Solutions desk, which is dedicated to helping clients borrow in a cost-effective and efficient way. We work with a panel of over 50 lenders, including commercial and private banks, lending funds, family offices and specialised lenders for bridge finance, property deals, yacht and jet finance, amongst other types of loans.


Privacy and confidentiality are imperative for wealth protection and the security of our clients. We select and recommend trustees according to our clients needs and geography. We advise on the benefits and costs of the proposed trust solutions and act as an ongoing independent advisor. We regularly act on behalf of clients providing corporate holding vehicles.

Why Us?

Our team is comprised of people with experience in many disciplines of finance, but we all have this in common – a commitment to ethics and integrity. We have worked together as a team for two decades and seen many economic cycles and financial crises. This experience is what you need for the future. You can count on unbiased recommendations and impartial guidance.

Your Portfolio

Does your portfolio have a combined funds Total Expense Ratio (TER) of only 0.11%? We set up balanced investment portfolios where on average the TER of the passive funds is just 0.11% per annum, with some fund charges as low as 0.03%. We advise our clients how to construct low-cost multi-asset portfolios, covering all markets, in order to manage risk and optimise return.

The Right Tech Fund

The Cloud or Online Retail? Social Media or Blockchain? We have access to the most exciting technology funds, managed by an experienced investment team with a record of advising ‘big tech’ companies on how to grow and go public. The next large-cap tech IPO stories are already existing investments and should be part of every smart asset allocation plan.

Our Team

We have been working together for 22 years and know our clients and their families well. With offices in Geneva, London, Malta, Cayman and Lisbon, if you are looking for a close-knit team offering impartial advice combined with loyalty, discretion and good service, then we are the right people for you. To discuss your needs and ambitions, contact B Capital today.