CdR Capital

Name

CdR Capital

Legal name

CdR Capital S.A.

Website

https://cdr-capital.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

CdR Capital

Ownership category

akta.pro rank

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Portfolio Management Fees: Discretionary portfolio management services for high-net-worth clients and institutions. The firm is paid by clients to manage their wealth, not to sell products.
2. Advisory Services: Strategic advisory services including wealth strategy, execution management, and back office administration.
3. Investment Advisory: Investment advisory services combining strategic and tactical asset allocation with consolidated reporting capabilities.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

CdR Capital operates as an independent global multi-family office delivering holistic wealth management that combines discretionary portfolio management with strategic advisory. Its core services cover investment strategy, portfolio implementation, execution and back-office administration for ultra-high-net-worth individuals, families, family offices and institutions, anchored by a proprietary 5-year strategic asset allocation model and tactical overlay.

Product overview

CdR Capital operates as an independent multi-family office offering a unified wealth management platform with multiple integrated service modules. The core offering consists of Wealth Management (strategic advisory and discretionary portfolio management) paired with The Legacy Hub (succession and governance services). Supporting modules include Consolidated Reporting, Strategic Asset Allocation models, Model Portfolios, Wealth Strategy, Execution Management, and Back Office Administration. The platform emphasizes a multi-layer investment approach combining quantitative strategic models with tactical signals and qualitative overlays.

Differentiator

Problem solved

Functional benefit

Brands

• The Legacy Hub: A dedicated offering for families navigating succession, governance, and dynastic planning, developed in collaboration with Walid S. Chiniara.
• CdR Consolidated Reporting

Products and services

• Wealth Management Holistic wealth management combining strategic advisory and discretionary portfolio management for institutions, families, and individuals across generations, using the proprietary CdR Investment Journey Model (5-year strategic horizon, tactical signals, qualitative overlay, portfolio implementation).
• The Legacy Hub A dedicated family governance offering that uses the proprietary FACED IT methodology to guide families through fact-finding, alignment, engagement, documentation, and implementation of governance frameworks for succession and dynastic planning.

Quantifiable outcome

• 22.5% return in 2025 vs 12.3% benchmark
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Walid S. ChiniaracoreStrategic or Co-development Partner · 1 October 2025Strategic partnership with family governance strategist Walid S. Chiniara to create The Legacy Hub, a bespoke offering for families navigating legacy, governance, family disputes, and intergenerational transitions. Walid brings over 40 years of experience advising prominent families across Middle East, Europe, and beyond.
• RelianceminorStrategic or Co-development Partner · 29 September 2021Close partnership with Reliance for providing tailor-made trust services to global client base. Jenny Hennessy joined from Reliance before becoming COO at CdR Capital.
• Impera CapitalminorStrategic or Co-development Partner · 1 January 2021Partnership with Impera Capital to launch a commodity-linked equities certificate. CdR identified commodity-linked equities as a high-potential segment and partnered with Impera to bring this to clients. The strategy delivered 217.5% cumulative performance since inception in 2021.
• BrookvineminorChannel Partner/ Reseller/ Distributor · 25 November 2019Brookvine partnered with CdR Capital Ltd to bring its alternative risk premia strategy to investors in Australia and New Zealand. Brookvine distributes the CdR Systematic Absolute Return Fund to institutional and wholesale investors in the region. Brookvine focuses on finding managers that add variety to risk exposures.
• Hollander Wealth ManagementcoreChannel Partner/ Reseller/ Distributor · 29 January 2016Strategic joint-venture between CdR Capital and Hollander Wealth Management, a Miami-based wealth manager with office in Sao Paulo. The combined entity operates as CdR Hollander, providing greater global reach with particular strength in Latin America. Hollander brings consolidated reporting infrastructure and strong Latin American client base.
• Tages LLCminorStrategic or Co-development Partner · 30 November 2015CdR Capital co-owns and advises two niche hedge fund products with Tages LLC - in the acceleration and seeding, and frontier markets arenas. CdR Capital and their clients provided all founding Limited Partnership capital. Funds have grown to more than $400 million in assets under management.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Lombard Odier: Swiss-headquartered private bank and multi-family office serving UHNW individuals and families globally. Lombard Odier competes directly with CdR in Geneva and other wealth centers, offering independent advisory, discretionary portfolio management, and family governance services to a similar client base.
• Mirabaud: Geneva-based private bank offering wealth management, asset management, and corporate finance. Mirabaud's private wealth division directly competes with CdR's core offering of bespoke portfolio management for UHNW clients and family offices in Switzerland and internationally.
• Union Bancaire Privée (UBP): Swiss private bank headquartered in Geneva with a strong focus on wealth management for private clients and institutional investors. UBP offers similar services to CdR, including discretionary portfolio management, advisory services, and alternative investments.
• EFG International: Swiss private banking group headquartered in Zurich, providing private banking and asset management services globally. EFG serves a similar UHNW and family office client base as CdR, with comparable wealth advisory and discretionary portfolio management offerings.
• Indosuez Wealth Management: Wealth management arm of Crédit Agricole Group serving UHNW clients and family offices globally. Indosuez competes with CdR in independent advisory, family governance, and bespoke investment solutions across Europe, the Middle East, and Asia.
• Stanhope Capital: London-based independent wealth management firm serving UHNW clients and families globally. Stanhope offers comparable services to CdR including multi-family office solutions, independent advisory, and family office services, with similar positioning as a boutique, conflict-free advisor.
• Hollander Wealth Management: Miami-based wealth manager and CdR Capital's joint venture partner for Latin American operations. Hollander offers wealth advisory, consolidated reporting, and family office services to UHNW clients, serving as both a direct peer and strategic partner to CdR.

Broad incumbents

• Pictet Group: One of the largest Swiss private banks and asset managers, headquartered in Geneva. Pictet offers wealth management alongside much larger asset management and institutional services, competing with CdR in UHNW wealth advisory but with significantly broader scale and product offerings.
• Vontobel: Swiss private banking and asset management group. Vontobel's Wealth Management unit serves UHNW clients with discretionary and advisory mandates, competing with CdR in Switzerland and key international markets, while also operating much larger asset management and investment banking businesses.
• Rothschild & Co: Global financial advisory group with a substantial Wealth & Asset Management business serving UHNW families and entrepreneurs. Rothschild competes with CdR in independent advisory, family governance, and cross-generational wealth structuring, though with a much larger global footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/cdr-capital
• Xx.com/cdr_capital

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries2 records

Funding overview

Funding rounds1 record

Investors1 record

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 CdR Capital