Created in 2015 aiming to offer long-term and stable performances, Sumus Capital is an Asset Management Company based in Geneva and, since april 2018 in Lugano.
Sumus Capital is regulated by FINMA, the Swiss financial regulator and is an active member of the SAAM (Swiss Association of Asset Managers) and manages 4 UCITS sub-funds registered for sale in Luxembourg, Italy and Switzerland, available via a reliable network of banks.
Sumus Capital is owned by the founding families and by the top management. The creation of the company came as a natural step after years of portfolio management delivered by the top managers to the founding families.
Achieving an appropriate asset combination is a personal and dynamic process. It is the key element determining your portfolio’s overall return and risk.
Sumus Capital pledges highly qualified financial experts committed to our private clients and banks advise.
Sumus Fund solutions provide clients with access to a range of asset classes catered to their investment style.
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.
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.
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.