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DirectoryFinance & InsuranceExternal Asset ManagementLuganoCapitalsuite SA
Capitalsuite SA Logo
Verified· 2 sourcesTrust Score
Summary

About the company

Capital Suite SA provides services in the field of asset management. The core activity includes designing and managing asset portfolios for private and institutional clients, including the selection and monitoring of investment products, risk management and asset optimization. The company also offers consulting services for succession planning and wealth transfer.

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Offering

Products & services

Industry:External Asset Management
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4.1/5

Capitalsuite SA

✓ Offered7
Wealth management
Portfolio management with an investment profile, construction of diversified portfolios, continuous monitoring and risk-return oriented recommendations.
Financial advisory
Wealth advisory to define strategy, asset allocation and the selection of banks and asset managers, with investment recommendations and periodic decision support.
Family Office
Support for families and businesses in planning the investment strategy, consolidated reporting, cost control, risk control and generational transfer.
Consolidated reporting
Customisable consolidated reports for an overall view of total family wealth, including financial, real-estate and art assets and industrial participations.
Investment strategy and governance
Support in defining the investment strategy, building the asset allocation and selecting banks and wealth managers.
Risk and cost control
Monitoring of investment risks and negotiation of economic and operational terms to reduce management costs.
Generational transfer
Support in handling financial, tax and legal matters related to the generational transfer and family asset arrangements.
Trust & reputation

ranQ Trust Score of Capitalsuite SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Capitalsuite 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.
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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%
Capitalsuite 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%
Capitalsuite SA scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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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%
Capitalsuite SA scores 7.1 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 35.7.14%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Capitalsuite 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.

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Location

Hier entsteht die Karte
Via Serafino Balestra 3/5
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-112.696.093
Founded
2005 · 21 years
Last commercial register change
August 8, 2025
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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