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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,765 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesLuganoSafe Capital Management SA
Safe Capital Management SA Logo
Verified· 3 sourcesTrust Score
Summary

About the company

Safe Capital Management SA is a partner-owned wealth manager providing discretionary portfolio management and advisory services to private clients, corporate clients and institutional investors. Its services include wealth management, treasury and asset‑liability management, family governance support and asset management for regulated institutions; the firm is authorised by FINMA.

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Products & services

Industry:Financial Services
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4.1/5

Safe Capital Management SA

✓ Offered8
Wealth Management
Wealth management for high-net-worth entrepreneurs and families with diversified wealth, including planning, implementing and monitoring liquid and illiquid assets, family governance, generational transfer and philanthropy.
Portfolio management
Discretionary management of individual investment portfolios, including strategic asset allocation, top-down macro-driven investment process, tactical positioning and management of multi-asset portfolios.
Investment advisory
Bespoke advisory services with full control over final investment decisions, including support on strategic asset allocation, tactical positioning, equities and bonds portfolios, and alternative strategies.
Corporate finance advisory
Support for companies through corporate finance tools, analysis and strategic advice, including business and liquidity planning, funding options, venture capital, joint ventures and financing for growth.
Corporate treasury and risk management
Corporate treasury management, asset-liability management, currency hedging, risk analysis and asset protection for companies, banks and other financial institutions.
Succession and governance advisory
Advice on corporate and family governance, management transitions, exit strategies, succession planning and business continuity to preserve and transfer value.
Institutional asset management and advisory
Asset management and advisory services for insurance companies, banks, large corporations and regulated entities, including multi-asset portfolios and institutional-grade risk analysis.
Unit-linked life insurance portfolio management
Management of unit-linked life insurance policies in partnership with leading insurance providers in the market.
Trust & reputation

ranQ Trust Score of Safe Capital Management SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 88% · As of October 2026

Safe Capital Management SA scores 53.3 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.68.224%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.17.610%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Safe Capital Management SA scores 91.3 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.97.712%
  • 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.82.07%
Safe Capital Management 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%
Safe Capital Management SA scores 82.9 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 35.82.94%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Safe Capital Management SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». The rating draws, among other things, on 5.0 out of 5 stars from 1 customer reviews. The data basis is 88%, 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.

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Via Serafino Balestra 5
6900 Lugano
Opening hours
Mon
09:00 - 13:00, 14:00 - 18:00
Tue
09:00 - 13:00, 14:00 - 18:00
Wed
09:00 - 13:00, 14:00 - 18:00
Thu
09:00 - 13:00, 14:00 - 18:00
Fri
09:00 - 13:00, 14:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-381.156.096
Founded
2012 · 14 years
Last commercial register change
November 17, 2025
Employees
21 to 50
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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