Blackfort Capital

What Blackfort Capital does

Blackfort Capital AG is a privately held, FINMA-licensed Swiss asset manager headquartered at Talstrasse 61, Zurich, founded in 2016 by Oleg Falikowitsch. The firm provides wealth management, portfolio management, investment advisory, and structured finance services to ultra-high-net-worth individuals, families, professional clients, and institutional clients, operating across 7 jurisdictions with a network of 20+ partner banks. Its service catalogue spans Family Office Services (including succession planning), Wealth Management across equities/fixed income/structured products/alternative investments, Structured Finance for aircraft/yachts/real estate, Portfolio Management, and transaction-based Investment Advisory. The firm became one of the first Swiss asset managers regulated by FINMA under FinIA on 19 April 2022, is supervised by FINControl Suisse AG, audited by Caprev, and affiliated with FINOS ombudsman.

The business model is fee-based on three streams: AUM-based management fees (primary, recurring), performance fees, and transaction-based advisory fees. Distribution is direct via senior relationship managers — many drawn from UBS, Credit Suisse, BNP Paribas, Nordea, Commerzbank, and Rothschild — and via client referrals, with a dedicated Turkey Desk serving Turkish UHNW clients. The firm supplements its advisory offering with an in-house developed mobile application providing clients real-time portfolio monitoring, risk/performance metrics, and integrated communication tools. Headcount is 11–50 employees, and the firm is privately controlled by its founder-CEO with no disclosed institutional investors, parent company, subsidiaries, or external funding rounds.

Name

Blackfort Capital

Legal name

Blackfort Capital AG

Website

https://blackfort.ch

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Blackfort Capital AG is a FINMA-licensed Swiss asset manager in Zurich that provides wealth management, portfolio management, investment advisory, and structured finance services to ultra-high-net-worth individuals, families, and institutional clients across 7 jurisdictions.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management services
• Asset management services
• Portfolio management
• Investment advisory
• Family office services

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Fees calculated on assets under management (AUM-based fees). This is the primary revenue stream for portfolio management services.
2. Performance Fees: Fees calculated on a performance basis, in addition to or instead of AUM-based fees for certain services.
3. Transaction-Based Advisory Fees: Fees for transaction-based investment advisory services where clients receive recommendations on individual financial instruments.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Blackfort Capital is a Swiss licensed asset manager that delivers personalized wealth management, family office, portfolio management, and investment advisory services to ultra-high-net-worth individuals, families, professional clients, and institutional clients. Services span equities, fixed income, structured products, and alternative investments, supplemented by structured finance solutions for assets such as aircraft, yachts, and real estate, and supported by an in-house mobile application for real-time portfolio transparency.

Product overview

Blackfort Capital is a Swiss asset management firm operating as a single integrated wealth management platform offering five core service lines: Family Office Services, Wealth Management (including Equities, Fixed Income, Structured Products, and Alternative Investments), Structured Finance (covering Aircraft, Yachts, and Real Estate assets), Portfolio Management, and Investment Advisory. The firm supplements its service offerings with an in-house developed mobile application that provides clients direct access to portfolio monitoring, investment tracking, risk assessment, and performance metrics. The offering follows a unified service model without distinct branded product tiers or modular add-ons.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services Extensive service addressing family wealth management and succession planning requirements for high-net-worth families.
• Wealth Management Portfolio management service spanning Equities, Fixed Income, Structured Products, and Alternative Investments, tailored to client return expectations and risk preferences.
• Structured Finance Strategic acquisition and management guidance for alternative assets including Aircraft, Yachts, and Real Estate, tailored to specific investment needs and goals.
• Portfolio Management Customised investment advice and portfolio management strategies designed to align with specific financial objectives.
• Investment Advisory Transaction-based investment advisory providing personal recommendations on individual financial instruments, with the investment decision remaining with the client.
• Blackfort Mobile App In-house developed mobile application providing clients with instant access to portfolios, enabling monitoring of investment strategies, risks, and performance metrics, with seamless communication tools and consolidated financial data.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• 20+ Partner BankscoreOthersBlackfort Capital maintains relationships with over 20 partner banks globally, enabling custody services, banking operations, and expanded service delivery across multiple jurisdictions. This network supports their wealth management and asset management operations.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Pictet Group: Geneva-based Swiss private bank and asset manager with ~CHF 600B AUM serving UHNW individuals and families globally. Comparable as a leading Swiss-headquartered wealth and asset management franchise operating across multiple jurisdictions with strong regulatory standing.
• Lombard Odier: Geneva-based Swiss private bank offering wealth management, asset management, and advisory services to private and institutional clients. Comparable to Blackfort as a Swiss-licensed private bank focused on HNW/UHNW with strong cross-border capabilities.
• Julius Baer: Zurich-headquartered Swiss wealth manager focused on HNW/UHNW with global presence. Direct overlap with Blackfort's target client base in Zurich and cross-border private banking services.
• Vontobel: Zurich-based Swiss private bank and asset manager offering wealth management, asset management, and investment solutions. Comparable as a Zurich-headquartered Swiss wealth and asset management firm with institutional and private client focus.

Direct peers

• EFG International: Swiss private banking group headquartered in Zurich serving UHNW and HNW clients globally. Comparable mid-sized Swiss private bank with cross-border wealth management focus similar to Blackfort.
• Mirabaud: Geneva-based Swiss private bank offering wealth management, asset management, and corporate advisory. Comparable as an independent Swiss private bank of similar scale and orientation to UHNW and entrepreneurial clients.
• VP Bank: Liechtenstein-based private bank with Swiss operations serving UHNW and HNW clients across multiple jurisdictions. Comparable as a mid-sized, cross-border-focused private bank with strong family-office positioning.
• Banque Pictet & Cie (legacy Pictet Wealth): Listed for completeness as the wealth arm of Pictet Group; compares directly to Blackfort on UHNW service offering, multi-jurisdictional footprint, and discretionary/advisory portfolio management.
• Sound Capital: Zurich-based independent Swiss wealth manager where Blackfort's founder was previously a Partner. Comparable as a boutique Zurich wealth manager serving private clients with portfolio management and advisory services.
• Astero Capital: Swiss multi-family office where Blackfort's COO previously worked. Comparable as a Geneva-based private multi-family office providing UHNW advisory and wealth structuring services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/blackfort-capital-ag?trk=blended-typeahead

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Blackfort Capital