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Preserve Your Wealth
With Experts You Can Trust

Switzerland
Switzerland

Preserve Your Wealth
With Experts You Can Trust

We are Toledo Capital AG a Boutique Multi-Family Office located in the heart of Zurich, Switzerland. We provide comprehensive wealth management and family office services for high net worth individuals and families around the globe. Our team of experts is dedicated to preserving the client’s wealth and insuring a multigenerational wealth transmission.

Family Office

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Wealth Management

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Our Services

Values

l Quality
l Transparency
l Stability
l Client focus

Vision

A world where high net worth individuals and families have the most sophisticated financial services without a conflict of interest.

Mission

Preserving our clients wealth and insuring a multigenerational wealth transmission.

Toledo Capital AG

Was Awarded As

"Best Wealth Management Service
Switzerland 2019"

"Each year, CFI.co seeks out individuals and organisations that contribute significantly to the convergence of economies and truly add value for all stakeholders. The Awards Programme aims to identify and reward excellence wherever it is found in the hope to inspire others to further improve their own performance."

Toledo Capital AG

Was Awarded As

"Fund Manager of the Year 2018/2019 Award"

״...The Awards utilise a methodology involving a quantitative screening - provided by Lipper, part of Refinitiv - to develop shortlists for categories of funds, which are then subject to a qualitative assessment - performed using the SharingAlpha platform - to arrive at the winners.״