b capital

Give Wings To Your Family Wealth

About Us

Established in 2008, B Capital is a Swiss multi-family office & investment management firm. We have teams in Geneva, London, Malta, Lisbon and the Cayman Islands.

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Investment Portfolios

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We start by asking about your long-term goals and objectives and compare them to your current asset allocation. Then we analyse your attitude to risk.  We construct and implement an asset allocation plan with you using all the asset classes and with your preferred bank providing the account.  The portfolio strategy is expressed using passive investment funds to reduce costs to  as  low  as  0.04%  p.a.

Private Equity

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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

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Since 2008, we have supported  high  net  worth individuals and their families in 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 that daily  banking  needs  are  met.    We  also  work  for  other  family  offices  and  trustees  under  specific  mandates  to  help  achieve  their  aims.  

Lending Solutions

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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.  

Trusts

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

Why Us?

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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  have  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.

Does Your Portfolio Have A Combined Funds Total Expense Ratio (“TER”) Of Only 0.15%?

We  set  up balanced   investment  portfolios  where  on  average  the  total  expense  ratio  of  the  passive  funds  is  just  0.15%  per  annum.    Some  funds  charges  are as  low  as 0.04%.    We  advise  clients  how  to  construct  low-cost  multi-asset  portfolios  covering  all  markets  in  order  to  manage  the  risks  and  to  optimise  the  returns.

Do You Have The Right Technology Fund?

The  Cloud  or  Online  Retail?    Social  Media  or  Blockchain?    We  have   access  to  the  most exciting  technology  fund,  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.

A Team That Started Together 20 Years Ago

We  have  been  working  together  for  many  years  and  we  know  our  clients  and  their  families  well.    If  you  want  a  close-knit  team  offering  impartial  advice  combined  with  loyalty, discretion  and  good  service  then  get  in  touch  with  B  Capital  today.

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