1788 Capital

Name

1788 Capital

Legal name

1788 Capital S.A

Website

https://1788capital.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Wealth management services
• Family office services
• Investment management
• Discretionary portfolio management
• Private wealth advisory

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Management Fees: Fees for managing investment portfolios for high-net-worth clients, including Active Advisory services and Tailored Discretionary portfolio management spanning conservative to growth investment objectives.
2. Family Office Services: Comprehensive family office services including global wealth supervision, private investments sourcing, strategic financing management, administration, reporting, and strategic planning. Revenue derived from fees for wealth management and advisory services.

Go-to-market motion1 record

Distribution channels1 record

Core offering

1788 Capital is a Swiss investment manager that provides discretionary and advisory portfolio management for high-net-worth entrepreneurs and international families, complemented by integrated multi-family office services including global wealth supervision, private investment sourcing, financing management, administration, reporting, and multi-generation strategic planning. The firm serves a selected, relationship-driven client base from Geneva, supported by a proprietary digital wealth platform and mobile application that deliver real-time secured access to portfolio and family office information.

Product overview

1788 Capital offers a unified investment management platform combining advisory and discretionary portfolio management services. The core offering includes Active Advisory (strategic asset allocation and investment recommendations) and Tailored Discretionary Portfolios (customized investment strategies). For high-net-worth families and entrepreneurs, they provide an integrated Family Office service that coordinates Private Investments sourcing, Strategic Financing Management, Administration, Reporting & Decision Dashboards, and Strategic Planning & Projects into a single Private Office. A proprietary Mobile App provides real-time secured access to portfolio and wealth management features.

Differentiator

Problem solved

Functional benefit

Products and services

• Active Advisory Active Advisory is a dedicated advisory service providing strategic asset allocation advice, supervision of investment managers, and direct public and private investment recommendations for high-net-worth entrepreneurs and international families.
• Tailored Discretionary Portfolios Tailored Discretionary Portfolios are customized investment portfolios constructed for each client through high-conviction direct equity and fixed income investments combined with uncorrelated investment strategies, spanning conservative to 100% growth objectives.
• Family Office Services Family Office Services is a comprehensive multi-family office service providing global supervision of wealth, acting as a single Private Office for selecting private investments, securing financings, organizing administration, coordinating external counsels and legal structures, implementing key family projects, and defining wealth strategy and planning for international families.

Quantifiable outcome

• Low fee structure enabling superior risk-adjusted performance over a full economic cycle

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Regional players

• Hywin Wealth: Wealth management firm with Swiss and Chinese operations serving cross-border HNW clients, particularly from Asia. Comparable to 1788 Capital's international family office positioning, though focused on a different regional client base.

Direct peers

• Mirabaud: Geneva-based, family-owned private bank offering wealth and asset management, asset management and corporate advisory. Closely comparable to 1788 Capital as a bank-independent, family-controlled Geneva firm serving HNW and entrepreneurial clients.
• J. Safra Sarasin: Swiss private bank owned by the Safra family, headquartered in Basel with strong Geneva presence. Directly comparable as a family-owned, independent Swiss private bank focused on HNW wealth management and advisory services.
• EFG Bank: Geneva-headquartered private banking group listed on the SIX, serving HNW and UHNW clients globally. Comparable to 1788 Capital in its Geneva base, private banking focus, and cross-border HNW client orientation.
• Banque Heritage: Independent Swiss private bank headquartered in Geneva, focused on HNW and family office clients with multi-jurisdictional needs. Closely comparable to 1788 Capital in its boutique, bank-independent Geneva model serving international families.

Broad incumbents

• Lombard Odier: One of Switzerland's largest private banks, headquartered in Geneva, serving HNW and institutional clients globally. Comparable as a Geneva-based private wealth manager, but significantly larger and broader in scope than 1788 Capital's boutique offering.
• Coutts: British private banking brand (owned by NatWest Group) serving UHNW clients globally with multi-jurisdictional wealth management. Comparable to 1788 Capital's UHNW wealth management positioning, though operating at much larger scale within a banking group.
• Vontobel: Swiss-listed private banking and asset management group headquartered in Zurich. Comparable as a Swiss wealth and asset manager serving HNW clients, with broader product range and institutional scale.
• Pictet Group: Geneva-headquartered Swiss private bank and asset manager with over CHF 600 billion AUM. Comparable as a Geneva wealth manager, but operates at vastly greater scale and breadth than 1788 Capital's boutique model.
• Indosuez Wealth Management: Wealth management arm of Crédit Agricole, headquartered in Geneva with global HNW franchise. Comparable to 1788 Capital in serving international HNW families, but is part of a much larger banking group rather than independent.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/1788-capital

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

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 1788 Capital