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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesChêne-BourgCAPITAL Y SA
CAPITAL Y SA Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The company provides wealth management services for families and high net worth individuals, including asset allocation, ESG & impact investing, philanthropy, private investment, family office and preferred banking.

AI-generated
Offering

Products & services

Industry:Financial Services
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4.1/5

CAPITAL Y SA

✓ Offered10
Wealth management
Wealth management with asset allocation, portfolio construction, risk management and access to liquid and illiquid investments, including private markets and ESG/impact approaches.
Family Office
Family office support for families with wealth management, governance and coordination needs, including private office, family governance and expanded support services.
Asset allocation
Investment strategy and portfolio allocation according to legal and tax frameworks, risk profile and financial objectives, with access to private investments.
ESG & Impact
Investment support for ESG and impact objectives, with definition of the impact orientation and data-backed support, while safeguarding financial objectives.
Philanthropy
Advice and support for philanthropic initiatives, from local projects to global initiatives, to shape a personal family or impact line.
Pension management
Administration of vested benefits and 1e retirement assets, with a consistent investment strategy, risk management, consolidated reporting and OPP2-compliant implementation.
Preferred Banking
Bank coordination with limited power of attorney, access to preferential terms and institutional pricing, and support in selecting and navigating banking relationships.
Consolidated reporting
Consolidated reporting on assets held with multiple banks, with technical consolidation, global overview, risk monitoring and easily accessible presentation on digital devices.
Family governance
Structuring family governance with rules and procedures, succession planning, conflict resolution and educational formats for the next generation.
Private office
Discreet support for complex personal and family matters, such as changing residence, purchasing real estate, collecting art, choosing a school or legal and tax questions.
Trust & reputation

ranQ Trust Score of CAPITAL Y SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

CAPITAL Y SA 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%
CAPITAL Y SA scores 89.3 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.100.012%
  • 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.70.07%
CAPITAL Y SA 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%
CAPITAL Y SA scores 13.7 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 35.13.74%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

CAPITAL Y SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

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

Knowledge

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Location

Rue du Gothard 15
1225 Chêne-Bourg
Opening hours
Mon
08:30 - 18:30
Tue
08:30 - 18:30
Wed
08:30 - 18:30
Thu
08:30 - 18:30
Fri
08:30 - 18:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.168.525
Founded
2009 · 17 years
Last commercial register change
August 13, 2026
Employees
11 to 20
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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