Welcome to Yad Capital AG's LinkedIn page!
As a boutique Family Office our Wealth Management Dashboard service is tailored to meet the specific financial needs, desires, and goals of our clients and their loved ones.
We work closely with our clients to develop a strategic plan, considering asset allocation across real estate, managed portfolios, and private companies. We guide clients throughout the implementation process and ensure ongoing maintenance and adjustments to the plan to align with their evolving financial goals. Through our On-Line platform our clients remain up to date with a consolidated live view on their total assets, domestic or abroad.
At Yad Capital AG, we offer Multi Asset Investment Management and a unique approach to Actively Managed Certificate (AMC) structuring for Alternative Investments. As a FINMA licensed Swiss asset manager, we provide investors with a running alternative model for accessing constrained funds.
Join us on this exciting journey as we create innovative investment solutions and empower our clients to achieve their financial objectives. Connect with us to explore collaboration opportunities and discover the potential for growth and success in the world of investing.
The contents of our posts and publications are disseminated exclusively for informational purposes and shall not be interpreted as an offer, endorsement, or solicitation to engage in the buying or selling of any financial instruments or the execution of financial transactions. The information and opinions set forth in these materials reflect our perspectives at the time of publication and are subject to potential modifications without prior notice.
Company Details
- Employees
- 3
- Founded
- -
- Address
- Seestrasse 19, Zurich,zurich 8002,switzerland
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.yadcapital.ch
- Keywords
- Family Office, Wealth Management, Bank Consolidation Dashboard, Asset Management, Investment Advisory, Alternative Investments, Traditional Investments, Asset Structuring, Philanthropy, Estate Plan, Pension Plan.
- HQ
- Zurich, Zurich
Yad Capital Ag Questions
Yad Capital Ag's website is http://www.yadcapital.ch
Yad Capital Ag's LinkedIn profile is https://ch.linkedin.com/company/yad-capital
Yad Capital Ag has
3 employees.
View email and phone details for 3
employees at Yad Capital Ag.
Yad Capital Ag's industry is
Investment Management
Yad Capital Ag's top competitors are
Generali,
Ava Investors,
Mirabaud Group,
Isp Group,
Yad Capital Llc,
Ramez Mecattaf S.a.l.,
Mecta Capital Sa,
Pilotage Private Wealth Ag,
Tendex Ag,
Nahmani Grunder & Cie Ag.
Yad Capital Ag's categories are Investment Management
Yad Capital Ag's founding year is 2008
