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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichCapeo Wealth AG
Capeo Wealth AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of Capeo Wealth is independent wealth management and investment, particularly for private clients with high net worth. This includes services such as portfolio management, wealth management, investment advice, and philanthropic consulting. The company offers tailored solutions to its clients and focuses on long-term relationships and the preservation and growth of client wealth across generations.

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Offering

Products & services

Industry:External Asset Management
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Capeo Wealth AG

✓ Offered6
Asset Management
Discretionary investment strategies, actively managed portfolios, preferred fund managers, fund selection, asset allocation and listed offerings such as funds and AMC structures.
Portfolio Management
Bespoke investment strategies, portfolio construction, risk-profile-based asset allocation, benchmark-oriented management and manager selection across an economic cycle.
Wealth Management
Wealth structuring with trusts, foundations, domiciliary companies, PPLI structures and Lombard lending, plus tax and estate planning and inter-generational wealth transfer.
Discretionary Fund Management
DFM services for independent financial advisors, wealth managers and institutions, with customised portfolios, mandate and ESG alignment, benchmark orientation and platform-hosted implementation.
Special Opportunities
Access to private equity, private placements and other capital market opportunities, including alternative investments across sectors such as aviation, hospitality, energy, blockchain, FinTech and MedTech.
Philanthropic Advisory
Pro bono philanthropic advisory via The Taylor Foundation and the Enable Fund, a global tax-deductible platform for social impact and legacy planning.
Trust & reputation

ranQ Trust Score of Capeo Wealth AG

Trust Score

No score yet

x

A published score requires a data basis of at least 50% and data from at least two criteria groups other than identity. Missing evidence: Review quality, Review volume, Review recency, Media authority

Data basis 54% · As of October 2026

Capeo Wealth AG has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Capeo Wealth AG scores 76.6 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.79.212%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
Capeo Wealth AG scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
Capeo Wealth AG scores 0.0 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.0.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%

The data basis is 54%, below the threshold at which ranQ publishes a score. Evidence is missing for: Review quality, Review volume, Review recency, Media authority. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Knowledge

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Location

Holbeinstrasse 31
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-328.928.471
Founded
2018 · 8 years
Last commercial register change
April 21, 2023
Employees
1 to 10
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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