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 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.
Company Details
- Employees
- 12
- Founded
- -
- Address
- Rue De La Rôtisserie 11, Geneva,1204,switzerland
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.sumuscapital.com
- Keywords
- Family Office Services, Asset Management, Wealth Planning, Investment Strategy & Asset Allocation, Fund Manager, Private Banking, Fixed Income, Multi-Assets, UCITS.
- HQ
- Geneva
Sumus Capital Questions
Sumus Capital's website is http://www.sumuscapital.com
Sumus Capital's LinkedIn profile is https://ch.linkedin.com/company/sumus-capital
Sumus Capital has
12 employees.
View email and phone details for 12
employees at Sumus Capital.
Sumus Capital's industry is
Investment Management
Sumus Capital's top competitors are
Sphere The Swiss Financial Arena,
Swan Asset Management Sa,
Uniq Capital.,
Amgest Sa,
Pkb Private Bank,
Crescendo Partners,
Lombard Odier Group,
Emc Gestion De Fortune Sa,
Horizon Capital Ag,
Cfa Institute.
Sumus Capital's categories are Investment Management
Sumus Capital's founding year is 2015
