What Stork Capital does

Stork Capital Sàrl is an independent, Geneva-based asset manager licensed by FINMA and supervised by AOOS. Founded circa 2020 by the founders of Levant Capital, the firm provides investment management and wealth planning services to high-net-worth private clients and family offices, with operational reach extended into the Middle East through an affiliated Levant Capital office in Dubai (DIFC) led by Partner Christian Zouein.

The firm offers a combination of traditional portfolio management, merchant banking, and wealth planning alongside access to private markets—including proprietary direct investments and third-party funds across private equity, private credit, real estate, and hedge funds. Its core technology is a cloud-based platform providing on-demand cross-custodian account consolidation and performance reporting to support diversification and risk oversight for clients with assets held across multiple institutions.

Stork Capital generates revenue through asset management and wealth management fees on assets under management, priced on a quote-based structure tailored to client complexity. Services are delivered via direct, relationship-led engagement by senior portfolio managers, complemented by partnerships with Swiss and international custodian banks, asset managers, and trustees for custody, product, and trust services. The firm is restricted from serving US persons and operates primarily across Switzerland and the Middle East.

Name

Stork Capital

Legal name

Stork Capital Sàrl

Website

https://storkcapital.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Stork Capital is an independent, FINMA-licensed Geneva-based asset manager that provides investment management, wealth planning, and private markets access to high-net-worth private clients and family offices, with Middle East coverage via affiliate Levant Capital in Dubai.

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 Equity Buyout Fund-of-Funds (FSANAGAD)

Keywords

• Private wealth management
• Asset management services
• Family office solutions
• Private markets access
• Portfolio management

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices2 records

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 and Wealth Management Fees: Stork Capital generates revenue through asset management fees charged on AUM, likely based on a percentage of assets under management. The firm provides comprehensive wealth management services including portfolio management, merchant banking, and wealth planning, with a focus on private markets investments such as private equity, private credit, real estate, and hedge funds.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels2 records

Core offering

Stork Capital is an independent, Geneva-based, FINMA-regulated asset manager providing investment management services to its founders, high-net-worth private clients, and family offices. Its core offerings combine traditional wealth management (portfolio management, merchant banking, wealth planning) with private markets access spanning private equity, private credit, real estate, and hedge funds, including proprietary direct investments and sought-after third-party funds. A cloud-based account consolidation and performance reporting platform supports multi-custodian visibility and risk management across jurisdictions.

Product overview

Stork Capital offers a unified wealth management platform combining traditional services with private market access. The core offering includes portfolio management, merchant banking, and wealth planning services, complemented by a cloud-based account consolidation and reporting platform. Private markets access encompasses proprietary direct investments and third-party alternative investment funds across private equity, private credit, real estate, and hedge funds. Strategic partnership services integrate Swiss and international custodians and asset managers for turnkey client solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Traditional Wealth Management Solutions Comprehensive wealth management service covering portfolio management, merchant banking, and wealth planning, designed to address family governance and wealth transfer needs for high-net-worth private clients and family offices.
• Private Markets Access Curated access to alternative investment managers globally, proprietary direct investments, and sought-after third-party funds across private equity, private credit, real estate, and hedge funds, providing clients with diversified and overweighted allocation to private markets for higher returns.
• Direct Investment Opportunities Proprietary direct investment opportunities offered to clients, leveraging the founders' 20 years of private markets experience and a track record of over $1 billion in direct investments to deliver less-liquid allocations with the potential for higher returns.

Quantifiable outcome

• Over $1 billion in direct investments completed by founders
• +2 more outcomes

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

Partnerships

Four partnerships are on record, tiered core and major.

• Levant CapitalcoreStrategic or Co-development PartnerLevant Capital is the affiliated company established by the same founders as Stork Capital. Stork Capital was established by the founders of Levant Capital to provide investment management services. The firms work closely together, with Levant Capital's Dubai office serving clients in the Middle East region under the partnership arrangement.
• Leading Swiss and International Custodian BankscoreStrategic or Co-development PartnerStrategic partnerships with leading Swiss and international custodian banks to provide seamless turnkey solutions for clients. The Geneva team works with these institutions to facilitate portfolio management and custody services.
• International Asset ManagersmajorStrategic or Co-development PartnerPartnerships with international asset managers to provide clients access to well-established alternative investment managers globally, as well as proprietary direct investments.
• TrusteesmajorStrategic or Co-development PartnerStrategic partnerships with trustees to provide comprehensive wealth planning and family governance solutions, addressing succession planning and wealth transfer for all stakeholders.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Pictet Group: Geneva-headquartered independent Swiss private bank and asset manager offering wealth management, asset management, and alternative investment solutions to private clients and institutions. Directly comparable to Stork in domicile, independent ownership, and HNW focus, though at significantly larger scale.
• Lombard Odier: Geneva-based private bank providing wealth and asset management services to private clients, families, and institutions, including access to private markets. Stork Managing Director Yves Gloor previously worked at Lombard Odier, and the firms share Geneva, HNW, and private markets orientation.
• Mirabaud: Geneva-based independent private bank offering wealth management, asset management, and corporate finance to private clients and institutions. Comparable as a Geneva-domiciled, independent, HNW-focused competitor with private markets capability.
• EFG Bank: Geneva-headquartered private banking group providing wealth management, asset management, and investment services globally. Comparable independent Swiss competitor serving HNW and family office clients, with broader geographic reach and product depth than Stork.
• Vontobel: Zurich-based Swiss private bank and asset manager offering wealth management, asset management, and investment solutions to private and institutional clients. Comparable as a Swiss-headquartered competitor with HNW focus and multi-asset capability.
• Quintet Private Bank: European private banking group (formed from the carve-out of KBL European Private Bankers and Brown Brothers Harriman Luxembourg) serving HNW clients across multiple European jurisdictions. Comparable as a multi-jurisdiction European wealth manager focused on private clients and families.

Direct peers

• Partners Group: Swiss-listed private markets investment manager with $140B+ AUM focused on private equity, private credit, real estate, and infrastructure for institutional and private wealth clients. Highly comparable given Stork's emphasis on private markets access and its founders' PE track record, though at much larger scale.
• Stanhope Capital: London-based boutique wealth manager providing multi-family office and investment advisory services to HNW individuals and families, with strong emphasis on alternatives and direct investments. Highly comparable in size, boutique positioning, and alternatives-led proposition; Stork team member Stephane Che previously worked at Stanhope.
• Banque Syz: Geneva-headquartered independent Swiss private bank focused on HNW wealth management with strong alternatives and private markets capability. Comparable in domicile, independent structure, and alternatives-led value proposition, though larger than Stork.

Regional players

• Hywin International Wealth Management: Asia-based wealth manager serving HNW clients with cross-border investment solutions, including access to European and global private markets. Comparable as an independent boutique wealth manager targeting HNW clients with private market exposure, though operating in a different geography.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

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

M&A

Investments3 records

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

Frequently asked questions about Stork Capital