OpenCapital
OpenCapital SA is a FINMA-regulated Swiss independent wealth and asset management boutique founded in 1997, offering four collective investment funds, six model portfolios, and discretionary portfolio management to qualified private, professional, and institutional investors in Switzerland.
- Company typePrivate
- Founded1997
- HeadquartersLugano, Switzerland
- Headcount11–50
- GTM typeB2B
- OfferingServices
What OpenCapital does
OpenCapital SA is a Swiss independent wealth and asset management boutique founded in 1997 and headquartered in Lugano-Paradiso, regulated by FINMA under the Federal Act on Financial Institutions (LISFI) and the Federal Act on Collective Investment (LICOL). The firm serves qualified private investors, professional clients, and institutional clients (foundations, pension funds, corporate treasuries) within Switzerland, with website access restricted under Art. 10 cpv. 3 LICOL. The offering comprises four regulated collective investment funds (Dynamic, Fixed Income, GEM, and Long/Short equity), six model portfolios across three risk profiles (Moderato, Medio, Elevato) in CHF and EUR, and discretionary wealth management and investment advisory mandates.
The firm's investment methodology is built on proprietary mathematical models that combine fundamental financial analysis with probabilistic computation, developed from the academic and practical experience of the founders. Investment decisions rely exclusively on quantitative inputs sourced from financial information vendors. OpenCapital manages an Active Management (AMC) equity exposure service and supplements its offering with the quarterly House View publication, which provides macroeconomic and market-strategy commentary.
OpenCapital operates under a no-retrocession, no-third-party-compensation policy, positioning itself as a fully independent alternative to bank-affiliated wealth managers. Distribution is direct, through personalized advisory relationships with private and institutional clients, supplemented by a qualified-investor newsletter and LinkedIn presence. Governance is led by a board chaired by Prof. Giovanni Barone-Adesi with Avv. Fabio Soldati as board member, and managed by Reto Ghidossi (Director General and Portfolio Manager) and directors across Wealth Management (Alfredo Fontanella), Asset Management (Sandro Maggi), and Risk Management (Dr. Claudio Ortelli). All operations are confined to the Swiss market under domestic financial regulation.
OpenCapital firmographics
Firmographics- Name
- OpenCapital
- Legal name
- OpenCapital SA
- Website
- https://opencapital.ch
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- OpenCapital SA is a FINMA-regulated Swiss independent wealth and asset management boutique founded in 1997, offering four collective investment funds, six model portfolios, and discretionary portfolio management to qualified private, professional, and institutional investors in Switzerland.
- Ownership category
- akta.pro rank
OpenCapital industry classification
Industry- Product category
- Wealth & Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA)
Keywords
Where OpenCapital is headquartered
LocationHeadquarters
- HQ city
- Lugano
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
OpenCapital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Compliance, Marketing or Sales, Others
Revenue model
- Collective Capital Management: Management of collective capital assets under Swiss law (LICOL/LISFI), including investment funds across equity, fixed income, and mixed asset classes. The firm manages four main fund strategies: Dynamic, Fixed Income, GEM (Global Emerging Markets), and Long/Short equity.
- Private Wealth Management: Management of individual portfolios for private and professional clients, including asset allocation planning and investment advisory services.
- Institutional Asset Management: Portfolio management and advisory services for institutional clients including foundations, pension funds, and corporate treasuries.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | No third-party compensation policy ensures fee transparency |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
OpenCapital product offering
Product offeringCore offering
OpenCapital SA is a Swiss FINMA-regulated boutique that provides discretionary wealth management, institutional asset management, and collective capital management under Swiss law. The firm manages four investment funds (Dynamic, Fixed Income, GEM, Long/Short), six risk-graded model portfolios in CHF and EUR, and an Active Management (AMC) service, all driven by proprietary quantitative models combining fundamental financial analysis with probabilistic computation. Services are offered exclusively to qualified private, professional, and institutional investors.
Product overview
OpenCapital SA is a Swiss independent wealth management boutique founded in 1997, regulated by FINMA under LISFI. The company offers a unified platform combining discretionary wealth management services with proprietary fund products. The core offerings include four investment funds (Dynamic, Fixed Income, GEM, and LS), an Active Management (AMC) service, and six model portfolios across three risk profiles (Moderato, Medio, Elevato) in CHF and EUR currencies. All offerings are supported by the proprietary quantitative investment methodology combining fundamental financial analysis with probabilistic mathematical models, complemented by the quarterly House View publication providing macroeconomic insights and market analysis.
Differentiator
Problem solved
Functional benefit
Products and services
- AMC (Active Management)
Quantifiable outcome
- Model Portfolio Moderato CHF: 22.89% absolute performance (benchmark 6.17%) as of December 31, 2025
- +4 more outcomes
Companies that use OpenCapital
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
OpenCapital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
OpenCapital partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Financial Information VendorscoreOpenCapital's investment approach is based exclusively on quantitative information obtained from financial information vendors. These vendors provide the data for their fundamental analysis and investment decision-making process.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
OpenCapital competitors and assessment
Company assessmentBroad incumbents
- LLB Asset Management: Asset management arm of Liechtensteinische Landesbank, offering funds and discretionary mandates to private and institutional clients in Switzerland, Liechtenstein, and beyond. Comparable to OpenCapital in fund and mandate business targeting qualified investors in the Swiss/Liechtenstein region.
- J. Safra Sarasin: Swiss private bank offering wealth management, investment advisory, and asset management services globally. Comparable to OpenCapital in serving qualified investors with discretionary and advisory mandates, though at significantly larger scale and broader geographic reach.
- GAM Investments: Swiss-headquartered active asset manager offering multi-asset and specialist funds (equity, fixed income, alternatives). Roughly comparable to OpenCapital's fund-led model and institutional focus, but with a much larger global distribution footprint.
- Vontobel: Swiss-listed bank and asset manager providing wealth management, investment solutions, and active funds. Comparable to OpenCapital in offering multi-asset funds and discretionary mandates to qualified and institutional clients, with broader asset class coverage and larger AUM.
- Pictet Group: Large Swiss private bank and asset manager founded in 1805, offering discretionary wealth management, asset management, and fund products to private and institutional clients globally. Compares to OpenCapital as a fellow Swiss-headquartered firm serving qualified investors with managed portfolios and funds, but at materially greater scale and breadth.
Direct peers
- ETHENEA Independent Investors: Independent Swiss-Luxembourg asset manager owned by its partners, offering multi-asset funds (e.g., Ethna-Aktiv, Ethna-Dynamisch) to private and institutional clients. Comparable to OpenCapital in being an independent, partner-led boutique with discretionary fund strategies aimed at qualified investors.
- Bordier & Cie: Independent Swiss private bank founded in 1844, offering discretionary wealth management and advisory services to HNW and institutional clients. Highly comparable to OpenCapital as a similarly independent, boutique Swiss wealth manager with no retrocessions ethos and a focus on qualified investors.
- Gonet & Cie: Independent Swiss private bank and asset manager based in Geneva, offering wealth management and institutional asset management. Highly comparable to OpenCapital as an independent Swiss boutique serving HNW and institutional clients with discretionary and advisory services.
- Quaero Capital: Independent European asset management boutique founded by former bankers, offering active equity, fixed income, and multi-asset funds. Compares to OpenCapital as a fellow independent, boutique manager focused on fundamental/quantitative active management for qualified and institutional clients.
- Albin Kistler: Zurich-based independent Swiss asset manager focused exclusively on discretionary portfolio management for private and institutional clients. Closely comparable to OpenCapital as a Swiss independent boutique emphasizing fiduciary, conflict-free discretionary management.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
OpenCapital social profiles
Digital presenceOpenCapital compliance and trust
Trust signalCompliance6 records
OpenCapital financial estimates
Financial estimateRevenue estimate
Valuation estimate
OpenCapital leadership team
Management profileNumber of profiles
Profiles11 records
OpenCapital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OpenCapital 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 OpenCapital
What does OpenCapital do?
OpenCapital SA is a Swiss FINMA-regulated boutique that provides discretionary wealth management, institutional asset management, and collective capital management under Swiss law. The firm manages four investment funds (Dynamic, Fixed Income, GEM, Long/Short), six risk-graded model portfolios in CHF and EUR, and an Active Management (AMC) service, all driven by proprietary quantitative models combining fundamental financial analysis with probabilistic computation. Services are offered exclusively to qualified private, professional, and institutional investors.
Is OpenCapital a public or private company?
OpenCapital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was OpenCapital founded?
OpenCapital was founded in 1997. It employs 11 to 50 people.
Where is OpenCapital based?
OpenCapital is headquartered in Lugano, Switzerland, in the Europe region.
How does OpenCapital make money?
Three revenue lines are on record. Collective Capital Management is the primary driver. The others are private Wealth Management and institutional Asset Management.
Who are OpenCapital's main competitors?
Broad incumbents on record are LLB Asset Management, J. Safra Sarasin, GAM Investments, Vontobel and Pictet Group. Direct peers are ETHENEA Independent Investors, Bordier & Cie, Gonet & Cie, Quaero Capital and Albin Kistler.
Does OpenCapital have an API?
No public API is recorded for OpenCapital.
What industry is OpenCapital in?
OpenCapital's product category is Wealth & Asset Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAABAA, Onshore Private Banking (Domestic HNW/UHNW). Its NAICS code is 523940 and its SIC code is 6282.