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DirectoryFinance & InsuranceFamily OfficesArni AgcapQon AG
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capQon AG

Summary

About the company

capQon AG is a multi-family office specializing in holistic advice and management of family wealth, applying research from behavioral finance. It acts as a personal CFO for families, representing their interests toward banks, asset managers and product providers, and provides planning, structuring, implementation, ongoing monitoring and coordination with legal and tax advisors.

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Industry:Family Offices
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Multi Family Office
Comprehensive advisory and management of family wealth; planning, structuring, implementation and monitoring of investments as well as coordination with banks, wealth managers, legal and tax advisors.
Behavioral Finance Advisory
Advisory and wealth steering based on behavioral finance findings; structured strategy development, consideration of heuristics and biases, and long-term implementation for family wealth.
Investment Planning and Structuring
Analysis of the wealth situation and requirements; development of a suitable investment strategy for the wealth.
Implementation Support for Investment Strategies
Implementation of the investment strategy; selection of a bank, wealth manager or investment product.
Wealth Monitoring and Reporting
Continuous monitoring of assets; regular reports on developments, costs and compliance with the investment strategy.

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Location

Oberfeldring 7
8905 Arni Ag

At a glance

Legal form
Corporation
UID
CHE-311.269.967
Founded
2019 · 7 years
Last commercial register change
January 28, 2025
Employees
1 to 10

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