Sumus Capital was founded in 2015, as a natural step forward after several years of portfolio management delivered by the top managers to the founding families. In 2019, within the firm’s development plan, the top management carried out a buyout and currently holds the majority of the company.
We are an Asset Management company aiming to offer long-term and stable performances. The Company has been built on the core competencies of its Partners. Shortly after its creation, we obtained a license granted by FINMA to manage funds.
We manage 4 UCITS sub-funds registered for sale in Luxembourg, Italy and Switzerland, available via a reliable network of banks and a Swiss tracker certificate.
Having set solid foundations to ensure robust performances, we decided to open up to a broader range of investors and develop the private clientele.
As of today, the total amount of assets under management is approximately split in half between Wealth Management and Asset Management clients.
Sumus Capital has offices in Geneva and, since April 2018, in Lugano.
Industry
Investment Management, Other Investment Pools and Funds, Finance and Insurance
HQ Location
Boulevard du Théâtre 2
Geneva, Geneva 1204, CH
Keywords
Family Office ServicesAsset ManagementWealth PlanningInvestment Strategy & Asset AllocationFund ManagerPrivate BankingFixed IncomeMulti-Assetsand UCITSwealth management