What Cape Capital AG does

Cape Capital AG is an independent wealth management firm headquartered in Zurich, Switzerland, founded in 2002 by Alex Vukajlovic. The firm provides bespoke advisory services, exclusive private equity co-investment opportunities, and a suite of in-house investment funds to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and family offices across global markets. Cape operates under Swiss financial regulation as an asset manager of collective assets under the Federal Act on Financial Institutions (FinIA) and is supervised by FINMA, restricting service to qualified investors under Article 10 para. 3 CISA and Article 4 FinSA. The firm employs approximately 41 professionals and is led by founder-CEO Alex Vukajlovic alongside Partner Johan Holgersson, with no external institutional investors and an organically grown, founder-owned ownership structure.

The firm's core product offering comprises 13 in-house investment funds organized across five categories: fixed income (Cape Fixed Income Fund, Cape Select Bond Fund, Cape Credit Opportunities Fund, Cape Alternative Credit Fund), long-only equity (Cape Equity Fund, Cape Equity Opportunities Fund, Cape Technology Opportunities Fund), thematic equity portfolios (Cape Equity Themes, Cape Contrarian Equity, Cape Equity Moonshots), long/short equity strategies (Cape Long/Short Equity Fund, Cape Long/Short Equity Opportunities Fund), and a sustainable transition fund (Cape Nature Positive Transition Fund). A dedicated private equity team sources co-investments with coverage in Zurich, New York, and Stockholm, and the firm wholly owns Dealmarket, a private equity investment platform. Technology infrastructure is largely standard portfolio management tooling rather than proprietary technology, though the firm initiated formal AI integration into operations in mid-2024.

Cape's revenue model combines recurring advisory and fund management fees with episodic private equity professional services revenue. Distribution is sales-led and relationship-based, targeting a 'select group' of HNW/UHNW clients through direct advisor relationships and referrals, supported by a thought-leadership content platform (Perspectives: FOLIO magazine, Cape Conversations video series, Cape Compass podcast, News & Insights). The firm publishes no pricing tiers and operates in English, German, and French across its EMEA-anchored client base.

Name

Cape Capital AG

Legal name

Cape Capital AG

Website

https://capecapital.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Cape Capital AG is an independent Swiss wealth manager founded in 2002, providing bespoke advisory services, private equity opportunities, and 13 in-house investment funds to high-net-worth individuals, families, and family offices. Headquartered in Zurich and regulated by FINMA.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Wealth management services
• Private equity investments
• Investment fund management
• Family office services
• Fixed income funds

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Advisory Services: Bespoke financial advisory services providing customized guidance to help private clients and families realize their aspirations.
2. Private Equity Investments: Exclusive access to investments in cutting-edge companies through private equity opportunities.
3. Investment Fund Management: In-house funds including fixed income, equity, credit, and alternative investment products across multiple strategies.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Cape Capital provides bespoke wealth management and investment advisory services to high-net-worth individuals, families, and family offices, supported by 13 in-house investment funds covering fixed income, credit, equity, thematic equity, long/short equity, and nature-positive transition strategies. The firm also offers exclusive access to private equity investment opportunities sourced through its in-house PE team, delivered via dedicated client advisors and portfolio managers.

Product overview

Cape Capital AG is an independent wealth manager headquartered in Zurich, Switzerland, offering a comprehensive suite of investment products organized into four main categories: Fixed Income products (Cape Fixed Income Fund, Cape Credit Opportunities Fund, Cape Select Bond Fund, Cape Alternative Credit Fund), Equity products (Cape Equity Fund, Cape Equity Opportunities Fund, Cape Technology Opportunities Fund), Thematic Equity Portfolios (Cape Equity Themes Portfolio, Cape Contrarian Equity Portfolio, Cape Equity Moonshots Portfolio), and Long/Short Equity strategies (Cape Long/Short Equity Fund, Cape Long/Short Equity Opportunities Fund). The firm also offers advisory services, private equity investment opportunities, and bespoke wealth management solutions tailored to high-net-worth individuals and families.

Differentiator

Problem solved

Functional benefit

Brands

• FOLIO: Cape Capital's digital magazine featuring insights on business, markets, technology, and lifestyle topics.
• Cape Conversations
• Cape Compass

Products and services

• Cape Fixed Income Fund Fixed income investment fund offering exposure to fixed income securities for qualified investors and UHNW/HNW clients.
• Cape Credit Opportunities Fund
• Cape Select Bond Fund
• Cape Alternative Credit Fund
• Cape Equity Fund
• Cape Equity Opportunities Fund
• Cape Technology Opportunities Fund
• Cape Equity Themes Portfolio
• Cape Contrarian Equity Portfolio
• Cape Equity Moonshots Portfolio
• Cape Long/Short Equity Fund
• Cape Long/Short Equity Opportunities Fund
• Cape Nature Positive Transition Fund
• Bespoke Wealth Management and Advisory
• Private Equity Investment Opportunities
• Family Office Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Center for Sustainable Finance and Private Wealth (CSP)coreStrategic or Co-development PartnerCape Capital collaborates with the Center for Sustainable Finance and Private Wealth (CSP) at the University of Zurich. Through this partnership, the firm continuously learns and adjusts its approach to sustainable finance, enabling it to provide the most value to investors while maintaining commitment to nature-positive investing. The collaboration supports Cape's advisory capabilities and investment offerings with research and academic rigor.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Mirabaud & Cie: Independent Swiss private bank headquartered in Geneva offering wealth management, asset management, and corporate finance to private and institutional clients. Highly comparable boutique model serving UHNW families with bespoke advisory and proprietary investment solutions.
• Glenmede: Independent US wealth manager with a strong family-office and UHNW franchise, including sustainable investing capabilities. Comparable bespoke, family-office-oriented model to Cape's Family Office unit.
• Bessemer Trust: US-headquartered private wealth management firm specializing in UHNW families with multi-generational and family office services. Comparable focus on bespoke advisory for UHNW families, though with a primarily US client base.
• EFG International: Swiss private banking group serving UHNW/HNW clients globally with bespoke wealth management solutions. Comparable as a Geneva-headquartered independent with similar client segmentation, though considerably larger and publicly listed.
• Union Bancaire Privée (UBP): Geneva-headquartered Swiss private bank serving UHNW/HNW clients with wealth management, asset management, and alternative investment capabilities. Comparable boutique-prestige positioning and proprietary fund offerings.
• J. Safra Sarasin: Swiss private banking group owned by the Safra family, focused on UHNW/HNW wealth management with strong sustainable investing capabilities. Comparable as an independent, family-controlled Swiss wealth manager with bespoke advisory and ESG emphasis.
• Hyposwiss: Zurich-based Swiss private bank focused on UHNW/HNW wealth management. Comparable as a Zurich-headquartered boutique serving sophisticated families with bespoke investment advisory.
• Lombard Odier: Swiss private bank and asset manager offering wealth management and asset management services with a strong sustainability franchise. Comparable as a Geneva-based independent serving UHNW/HNW families with bespoke solutions and proprietary funds.

Broad incumbents

• Vontobel: Swiss-listed wealth and asset manager with Wealth Management, Asset Management, and Investment Banking divisions. Comparable in offering proprietary funds and UHNW/HNW advisory, but with public-market capital and broader geographic reach.
• Pictet Group: One of Switzerland's largest independent wealth and asset managers, headquartered in Geneva. Comparable in independent ownership and UHNW/HNW focus, but significantly larger in scale, AUM, and product breadth than Cape Capital.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles31 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments7 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cape Capital AG