Give Wings To Your Family Wealth
B Capital is a British-Swiss multi-family office. We provide portfolio and private markets investment services with a particular focus on technology
With teams in Geneva, London, Malta, Lisbon, the BVI and Cayman Islands, we deliver local expertise with global reach
Investment Portfolios
Wealth managers typically charge up to 2% annually, often with hidden charges. We offer a more transparent model. Total costs – with low-cost index tracker ETFs (from 0.03% p.a.), our management fee (from 0.5% p.a.), and custodian bank charges (from 0.10% p.a.) – starts at 0.63%. That’s less than half the industry average.
Private Markets
We have successfully built a portfolio of high growth private equity investments, with a focus on late-stage opportunities in the tech sector. We offer a platform of best-in-class private equity funds and GP led co-investments. The high calibre of B Capital clients means we see a constant flow of compelling deals.
Multi-Family Office
Since 2008, we have provided multi-family office services to our clients. Distinct from investment services, our team manages the day-to-day financial needs of our clients and their families to provide safety and security, and to save time and provide convenience. We use cutting edge online technology to give direct access across all investments and bank accounts.
Lending Solutions
We arrange loans for marine and aviation assets using a panel of over 50 lenders. We can also set up lending facilities secured on client portfolios for low cost, high loan-to-value (LTV) leverage with as low as 0.50% interest margins.
Trusts
Privacy and confidentiality are imperative for wealth protection and client security. We select and recommend trustees according to our clients’ needs and geography. We advise on the benefits and costs of proposed trust solutions and act as an ongoing independent adviser. We regularly establish corporate holding vehicles on behalf of clients.
Why Us?
Our team comprises people with experience across many disciplines of finance, united by our commitment to ethics and integrity. We have seen multiple economic cycles and financial crises. This experience is what you need. You can count on unbiased recommendations and impartial guidance.
Costs
Investment costs directly impact long-term returns. We manage portfolios using low-cost ETF’s with an average of just 0.11% per annum, and some fund charges now as low as 0.03%. Our belief is simply that the investor should keep the profits with the minimum costs leakage.
Tech
AI, data centres, cybersecurity or SaaS? We give access to compelling private markets funds and co-investments as well as managing a liquid portfolio strategy called “Global Tech Leaders”. The combination gives investors multiples on invested capital and offers the highest returns year after year.
Our Team
We are a well-known firm with a strong reputation for honesty and integrity. If you are looking for a close-knit team offering impartial advice combined with loyalty, discretion, and responsive service, we are the right people for you.