ABOUT
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, as part of the firm's development plan, the top management conducted a buyout and retained the majority ownership of the Company. In January 2024, two new partners joined the Company, bringing with them new Clients and a new fund under management.
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 a Swiss tracker certificate as well as 3 UCITS sub-funds registered for sale in Luxembourg, Italy and Switzerland, available via a reliable network of banks. Starting from January 2024, we also manage 5 additional UCITS sub-funds registered in Luxembourg.
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.
ASSET
MANAGEMENT
Achieving an appropriate asset combination is a personal and dynamic process. It is the key element determining your portfolio’s overall return and risk.
WEALTH MANAGEMENT &
FAMILY OFFICE
Sumus Capital pledges highly qualified financial experts committed to our private clients and banks advise.
SUMUS
PRODUCTS
Sumus Fund solutions provide clients with access to a range of asset classes catered to their investment style.
THE TEST OF TIME
STANDING
THE TEST OF TIME
Creating reliability for your wealth management is our prime objective. We achieve this through our specialist team’s collective, strategic decision-making. Our vision spans years because performance is only meaningful when it stands the test of time.
CONNECTION
HUMAN
CONNECTION
Assuring the right financial guidance means connecting with each client. We are a team of experts offering personalized services built upon a foundation of sincerity. We listen and understand our clients’ expectations and ensure they gain the full benefits of our expertise, commitment and network.
A TEAM UNITED BY
EXPERTISE
A TEAM UNITED BY
Our team represents a fusion of competencies that sum up to strategic know-how. Every single member brings comprehensive expertise. Having worked together for years, we naturally tap into our complementary skills. Judicious collaboration ensures we take decisions that deliver enduring performance.
