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.

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.

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.