Decalia
Decalia is a Geneva-headquartered Swiss asset management boutique managing CHF 6 billion across wealth management, asset management, private markets, and private equity for high-net-worth individuals and institutional investors in Switzerland and Italy.
- Company typePrivate
- Founded2016
- HeadquartersGeneva, Switzerland
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Decalia does
Decalia is a Geneva-headquartered Swiss asset management boutique that operates an integrated platform spanning wealth management, asset management, private markets, and private equity. The firm serves private/high-net-worth individuals and institutional investors (family offices, pension funds, insurance companies, and foundations), managing approximately CHF 6 billion in assets under management across public and private markets as of 2026. Its core offerings include discretionary and advisory wealth management, a Luxembourg-registered UCITS fund platform (DECALIA Sicav) housing proprietary strategies, private-markets investment solutions, and direct private equity investments in Swiss SMEs via its DECALIA Capital subsidiary.
The firm's product architecture combines internally managed strategies — including the Aegis Defense UCITS equity strategy (launched March 2024), the Private Credit Multi-Strategy programme, and the ESG-themed Circular Economy and Sustainable Society funds — with selected third-party fund mandates distributed through the Sicav. Distribution is direct and relationship-led across three offices (Geneva headquarters, Zurich, and Milan), supplemented by a partnership with iM Global Partner that brought the Italian Opportunities Fund to Euronext Milan in June 2026 as Italy's first active Italian-equity UCITS ETF. The firm is regulated by FINMA in Switzerland, operates through DECALIA SIM SpA in Italy, and has been a UN PRI signatory since 2020.
Revenue is generated primarily through recurring management fees on assets under management and performance fees on selected strategies, with additional transaction-related economics from DECALIA Capital's Swiss SME private equity investments. The business model is high-touch and boutique by design, combining entrepreneurial agility with institutional investment processes, and the firm is privately held with no disclosed external institutional investors.
Decalia firmographics
Firmographics- Name
- Decalia
- Legal name
- DECALIA SA
- Website
- https://decalia.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Decalia is a Geneva-headquartered Swiss asset management boutique managing CHF 6 billion across wealth management, asset management, private markets, and private equity for high-net-worth individuals and institutional investors in Switzerland and Italy.
- Ownership category
- akta.pro rank
Decalia industry classification
Industry- Product category
- Wealth and Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN)
- akta.pro secondary industry
- Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)
Keywords
Where Decalia is headquartered
LocationHeadquarters
- HQ city
- Geneva
- HQ country
- Switzerland
- HQ region
- Europe
Offices3 records
Markets served
Decalia business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Wealth Management Fees: Discretionary portfolio management and advisory services for private clients, generating management fees based on assets under management.
- Asset Management Fees: Management fees from DECALIA Sicav UCITS funds and third-party fund selection, plus performance fees where applicable.
- Private Equity Investment Returns: DECALIA Capital generates returns through equity investments in Swiss SMEs, taking majority or minority stakes with board representation.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Decalia product offering
Product offeringCore offering
Decalia is a Swiss boutique financial and asset management group offering an integrated platform of wealth management for private clients, UCITS asset management strategies, private markets (private credit and equity selection), and direct private equity investments in Swiss SMEs via its DECALIA Capital subsidiary. With CHF 6 billion in assets under management, the firm provides discretionary portfolio management, advisory services, and proprietary fund strategies across public and private markets, including specialized themes such as defense (Aegis Defense), private credit, and ESG-aligned funds.
Product overview
DECALIA is a Swiss financial services group offering an integrated platform of wealth management, asset management, private markets, and private equity services. The core offering consists of Gestion privée (Wealth Management) for private clients, Gestion d'actifs (Asset Management) featuring proprietary and third-party UCITS funds, and Marchés privés (Private Markets) strategies. Key products include the DECALIA Sicav Luxembourg platform housing multiple UCITS sub-funds, the Aegis Defense actively managed defense sector strategy, and DECALIA Capital for direct private equity investments in Swiss SMEs. The firm also offers specialized ESG funds (DECALIA Circular Economy, DECALIA Sustainable Society) aligned with UN SDGs. DECALIA manages CHF 6 billion in assets under management across public and private markets.
Differentiator
Problem solved
Functional benefit
Brands
- DECALIA Capital: Subsidiary dedicated to direct investments in Swiss SMEs, offering private equity and succession planning services for entrepreneurs.
- DECALIA Sicav
- Aegis Defense
Products and services
- Wealth Management (Gestion privée) Personalised discretionary and advisory wealth management for private clients, combining institutional-grade investment techniques with boutique-level service, risk-controlled portfolio management, and curated fund selection.
- Asset Management (Gestion d'actifs) Institutional-quality asset management services featuring DECALIA's proprietary UCITS fund strategies across multiple long-term themes, with partnerships with external asset managers for certain strategies.
- Private Markets (Marchés privés) Private markets investment offering providing access to illiquid assets including private credit, private equity, and specialised niche strategies, with the aim of delivering returns superior to traditional investments through active origination and selection.
- DECALIA Capital (Private Equity in Swiss SMEs) Independent management company dedicated to direct equity investments in Swiss SMEs, offering growth financing, buy-and-build strategies, and management succession solutions for Swiss entrepreneurs via majority or minority stakes with board representation.
- DECALIA Sicav (UCITS Fund Platform) Luxembourg-based Sicav (Société d'Investissement à Capital Variable) providing a range of UCITS investment funds registered in Switzerland and across several European countries, offering both internally managed strategies and external fund selection.
- Aegis Defense UCITS Actively managed equity strategy offering exposure to the global defense value chain through a pure-play, high-conviction portfolio of 30-40 positions, available in UCITS format with daily liquidity.
- DECALIA Circular Economy Fund ESG-themed UCITS fund investing in companies whose products and services contribute to the circular economy and environmental sustainability, aligned with UN Sustainable Development Goals.
- DECALIA Sustainable Society Fund ESG-themed UCITS fund investing in companies supporting social sustainability objectives, aligned with UN Sustainable Development Goals.
- Private Credit Multi-Strategy Programme Comprehensive private credit investment programme offering specialised credit strategies in European markets with ESG integration.
Quantifiable outcome
- CHF 6 billion assets under management
- +2 more outcomes
Companies that use Decalia
Customer profileSegments3 records
Ideal customer profiles3 records
Decalia technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Decalia partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- iM Global PartnercoreDECALIA serves as Partner to iM Global Partner, managing the Italian Opportunities Fund. On June 22, 2026, iM Global Partner listed the ETF share class of its Italian Opportunities Fund on Euronext Milan (ticker: ITAL), bringing the first-ever active Italian-equity UCITS ETF to Italy's home market. DECALIA brings its 30-year track record in Italian equities to this partnership.
Scale indicators3 records
Recent moves9 records
Expansion highlights5 records
Decalia competitors and assessment
Company assessmentOthers
- Pictet Group:
- iM Global Partner: European multi-affiliate asset management platform that partners with independent managers (including DECALIA) to distribute their strategies. Listed the Italian Opportunities Fund ETF (ITAL) on Euronext Milan in June 2026 with DECALIA as Partner. Relevant as distribution partner rather than direct competitor.
Direct peers
- Vontobel Holding AG: Swiss wealth and asset manager with strong franchise in discretionary mandates, UCITS funds, and thematic strategies. Direct comparable to DECALIA given shared Swiss boutique heritage, multi-channel wealth/asset management, and Swiss/European institutional footprint, though materially larger.
- Mirabaud Group: Geneva-based Swiss private banking and asset management group serving private and institutional clients with active strategies and ESG integration. Comparable to DECALIA on Swiss private banking roots, Geneva headquarters, integrated wealth/AM platform, and strong ESG positioning.
- Bellevue Asset Management AG: Swiss boutique asset manager focused on specialized equity strategies (healthcare, small caps) and healthcare-focused UCITS funds. Comparable to DECALIA as a small, specialized Swiss boutique with concentrated thematic equity expertise and HNW/institutional distribution.
- SYZ Group (Banque Syz): Swiss boutique private bank and asset manager headquartered in Geneva, offering private wealth, institutional asset management, and alternative strategies (private equity, hedge funds, private debt). Closely comparable to DECALIA on boutique Swiss private banking, integrated wealth/AM/alternatives platform, and Geneva base.
- GAM Holding AG: Swiss-listed boutique asset manager specializing in active investment strategies across equities, fixed income, and systematic alternatives. Closely comparable to DECALIA on Swiss boutique positioning, multi-strategy UCITS platform, and institutional/HNW distribution.
- Union Bancaire Privée (UBP): Geneva-headquartered Swiss private bank with strong institutional asset management, alternative strategies, and wealth management for HNW clients. Comparable to DECALIA on Swiss private banking roots, Geneva base, integrated wealth and institutional AM, and alternative investment capabilities.
- J. Safra Sarasin Group: Swiss private banking group with private clients, institutional asset management, and a strong thematic/sustainable investment franchise. Comparable to DECALIA on Swiss private banking, institutional AM, ESG focus, and multi-jurisdictional European presence.
Broad incumbents
- Lombard Odier Group: One of Switzerland's largest private banks with full-service wealth management, institutional asset management, and a long track record in sustainable investing. Overlapping with DECALIA on Swiss private banking, HNW/institutional AM, ESG, and Geneva presence, but at materially larger scale and broader service portfolio.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Decalia social profiles
Digital presenceDecalia financial estimates
Financial estimateRevenue estimate
Valuation estimate
Decalia leadership team
Management profileNumber of profiles
Profiles12 records
Decalia subsidiaries and ownership
Company hierarchySubsidiaries3 records
Decalia funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Decalia M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Decalia
What does Decalia do?
Decalia is a Swiss boutique financial and asset management group offering an integrated platform of wealth management for private clients, UCITS asset management strategies, private markets (private credit and equity selection), and direct private equity investments in Swiss SMEs via its DECALIA Capital subsidiary. With CHF 6 billion in assets under management, the firm provides discretionary portfolio management, advisory services, and proprietary fund strategies across public and private markets, including specialized themes such as defense (Aegis Defense), private credit, and ESG-aligned funds.
Is Decalia a public or private company?
Decalia is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Decalia founded?
Decalia was founded in 2016. It employs 11 to 50 people.
Where is Decalia based?
Decalia is headquartered in Geneva, Switzerland, in the Europe region.
How does Decalia make money?
Three revenue lines are on record. Wealth Management Fees are the primary driver. The others are asset Management Fees and private Equity Investment Returns.
Who are Decalia's main competitors?
Others on record are Pictet Group and iM Global Partner. Direct peers are Vontobel Holding AG, Mirabaud Group, Bellevue Asset Management AG, SYZ Group (Banque Syz), GAM Holding AG, Union Bancaire Privée (UBP) and J. Safra Sarasin Group. Lombard Odier Group is listed as a broad incumbent.
Does Decalia have an API?
No public API is recorded for Decalia.
What industry is Decalia in?
Decalia's product category is Wealth and Asset Management. Its primary akta.pro industry code is FSAAABAN, Private Client Custody & Brokerage (Execution, Reporting, Safekeeping), with a secondary code of FSAAAGAJ, Institutional Consultants & Fiduciary Management (Investment Consulting). Its NAICS code is 523940 and its SIC code is 6282.