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DirectoryFinance & InsuranceExternal Asset ManagementFreienbachOakshield Capital AG
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Oakshield Capital AG

Summary

About the company

The core activity of Oakshield Capital AG is investment consulting and wealth management, particularly for private clients. The company offers various investment strategies, including Private Equity, Real Estate, Venture Capital, and Impact Investing. It focuses on creating tailored wealth management strategies that are aligned with the individual financial goals and challenges of its clients.

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Products & services

Industry:External Asset Management
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Investment advisory
Personalised investment advice and portfolio strategies tailored to objectives and market dynamics; with a focus on growth, risk management and long-term wealth development.
Wealth management
Individual wealth management for private clients, including long-term wealth planning, preservation of assets, succession planning and intergenerational transfer of wealth.
Private banking access
Access to selected Swiss private banks with financing solutions, currency hedging, custody of cash, gold and other precious metals, as well as fund booking and consolidation.
Support for US clients
Support for US clients via a partner domiciled in Switzerland, registered with the SEC, with access to Swiss private banks and investment solutions outside the US financial system.

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Location

Wolleraustrasse 11a
8807 Freienbach
Opening hours
Mon
24h
Tue
24h
Wed
24h
Thu
24h
Fri
24h
Sat
24h
Sun
24h

At a glance

Legal form
Corporation
UID
CHE-362.859.174
Founded
2023 · 3 years
Last commercial register change
December 9, 2024
Employees
1 to 10

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