Toledo Capital guides you to the best asset managers
Toledo Capital AG is the first family office to use the possibilities of the open platform of ZWEI Wealth. Clients can combine the traditional advantages of a family office with the modern and open platform of ZWEI Wealth.
The portfolio solutions listed below were selected by Toledo Capital using the Investment Liberation approach. Investment Liberation is a combination of Toledo Capitals’ service for high net worth clients and ZWEI Wealth's largest certified database of the best active Swiss asset managers.
Compare risk and return of your own current portfolio with the results of the "Best-In-Class" asset managers! Important advantage: You can select the best asset managers without changing your bank.
The selection of best asset managers
Choose your strategy and reference currency below. You will find some key information on the managers performance, risk and cost characteristics.
US Dollar Portfolio
Fixed Income Portfolios Equity Portfolios Derivatives Portfolios
Swiss Franc Portfolio
Fixed Income Portfolios Equity Portfolios Derivatives Portfolios
Get your individual offer
We will be happy to send you an individual and personal solution (order zwei(at)toledocapital.ch) or we are at your disposal for further questions and information by phone (+41 43 58 680 62 80, Ralf Helbling, Toledo Capital AG).
About Toledo Capital
Zurich-based Toledo Capital AG has been successfully operating as a multi-family office since its foundation in 2010. Toledo Capital's philosophy and strength is to take a holistic approach to identify and understand client needs and then to translate them into an investment strategy. We then select the best institutional mutual fund managers for each asset class and construct a combined portfolio so that the client can achieve his financial goals with the least amount of risk while maximizing returns. Even if multiple asset managers and/or strategies are selected, you can receive an overall consolidated view of your assets upon request and maintain your Toledo contact person.
About ZWEI Wealth
In 2014, the original idea was to establish a consultancy for wealth management, completely independent of financial service providers and products. Over the years, an entire ecosystem has evolved which is constantly being developed and expanded further. Today, ZWEI Wealth is the largest independent ecosystem in wealth management. As per the initial principle, this ecosystem is completely independent of banks, asset managers and other providers.