About Us

Our Story

Toledo Capital AG is a privately owned Multi Family Office and Wealth Management Boutique located in the heart of Zurich. It was established in 2010 with the mission to provide high net worth individuals and families around the globe with tailor-made financial solutions with full transparency and without any conflict-of-interest.

As the world of finance is rapidly and significantly changing, we are here to prepare our clients for the future and ensure their financial stability and multigenerational wealth transmission. Our multilingual team consisting of carefully selected professional individuals with extensive experience in the financial sector operating discreetly when implementing customized solutions to fulfil any complex requirement of our clients.

We are member of the Aquila Group, a network of independent Swiss asset managers. As members we profit from professional support for Compliance, Anti-Money Laundering, Audit, Legal and Accounting. Aquila is regulated by the Swiss Financial Market Supervisory Authority (FINMA) and a member of SAAM, Swiss Association of Asset Managers.

Our Team

Uri Krausz

Founder & CEO
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Guy Schochet

Senior Financial Advisor
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Natasha Lifshitz

Head of Business Development
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Andrey Stukov

Junior Financial Advisor
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Caroline Pifko

Controller & Assistant
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Ziporah Kornfein

Investment & Management Assistant
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