lloyd capital wealth management
Lloyd Capital LLC is a Swiss boutique asset and wealth manager offering discretionary portfolio management and two UCITS ETFs to high-net-worth individuals and family offices, operating under dual FINMA and SEC regulation with approximately $1.68 billion in group AUM.
- Company typePrivate
- Founded2021
- HeadquartersKilchberg, Switzerland
- Headcount1–10
- GTM typeB2C
- OfferingServices
What lloyd capital wealth management does
Lloyd Capital LLC is a Swiss-domiciled boutique asset and wealth manager headquartered in Kilchberg, in the Zurich metropolitan area, and operates as a wholly-owned subsidiary of the Emerald Wealth Partners AG group. The firm provides discretionary portfolio management services to high-net-worth individuals and family offices, alongside a recently launched UCITS ETF platform. It holds dual regulatory status — a FINMA license as a manager of collective assets under FINIG and SEC registration as an investment adviser — and reports group AUM/advisement of approximately $1.68 billion as of 31 December 2025 (more than $860 million managed by Lloyd Capital and more than $820 million advised or managed by Emerald Wealth Partners).
The firm's core product set comprises discretionary portfolio management, wealth structuring with fiscal integration, and two UCITS ETFs — the Lloyd Focused Equity UCITS ETF (FEP) and the Lloyd Growth Equity UCITS ETF (GEP). Its underlying investment technology is a proprietary fundamental research platform consisting of value-oriented screening models honed over more than 10 years, a multi-step due diligence process that leverages expert networks and on-the-ground fieldwork (modeled on a private-transaction approach), the 4Ms analytical framework (Market, Moat, Management, Macro), and proprietary valuation models based on normalized free cash flow generation. Distribution occurs through direct client relationships, an open-architecture approach (no proprietary financial instruments for client portfolios), and a dedicated ETF fund platform at etfs.lloydcapital.ch.
Lloyd Capital generates revenue primarily through asset-based and performance-based fees on managed portfolios under its discretionary mandate and FINMA collective-asset license. The firm employs 11 investment professionals, including 5 partners and 3 founders who co-invest significantly in firm strategies, ensuring principal-client alignment. The FEP was nominated for ETF Launch of the Year at the ETF Stream Awards 2024, signaling recent product-line momentum; the broader business model remains a relationship-led boutique model targeting HNW individuals, family offices, and professional/institutional clients under FinSA client segmentation.
lloyd capital wealth management firmographics
Firmographics- Name
- lloyd capital wealth management
- Legal name
- Lloyd Capital LLC
- Website
- https://lloydcapital.ch
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Lloyd Capital LLC is a Swiss boutique asset and wealth manager offering discretionary portfolio management and two UCITS ETFs to high-net-worth individuals and family offices, operating under dual FINMA and SEC regulation with approximately $1.68 billion in group AUM.
- Ownership category
- akta.pro rank
lloyd capital wealth management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
- akta.pro secondary industry
- Affluent / Mass-Affluent Private Banking (FSABADAC)
Keywords
Where lloyd capital wealth management is headquartered
LocationHeadquarters
- HQ city
- Kilchberg
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
lloyd capital wealth management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Discretionary Portfolio Management Fees: Fees charged for discretionary portfolio management services provided to individual and family office clients. Fees are normally calculated on assets under management and/or on a performance basis.
- Management of Collective Assets: Fees generated from managing collective assets under FINMA license as manager of collective assets. Third parties may also apply costs and fees in connection with financial services provided.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Fees based on AUM and/or performance |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
lloyd capital wealth management product offering
Product offeringCore offering
Lloyd Capital is a Swiss asset and wealth manager that provides discretionary portfolio management and wealth structuring services for individual and family office clients. The firm manages capital through concentrated long-term ownership of high-quality global equities, supplemented by two UCITS-compliant ETFs (Lloyd Focused Equity UCITS ETF and Lloyd Growth Equity UCITS ETF) available via its fund platform. Services include portfolio construction, fiscal integration, after-tax optimization, and access to institutional-grade fee structures via an open architecture approach.
Product overview
Lloyd Capital is an asset and wealth manager offering a focused product suite consisting of two UCITS ETFs (Lloyd Focused Equity UCITS ETF and Lloyd Growth Equity UCITS ETF) available on their fund platform, alongside discretionary portfolio management services for individual and family office clients. The ETF platform provides institutional-quality global equity exposure while their advisory services offer comprehensive wealth structuring, fiscal integration, and access to favorable fee structures typically unavailable to individual investors.
Differentiator
Problem solved
Functional benefit
Brands
- Lloyd Focused Equity UCITS ETF (FEP): A high-conviction, globally diversified fund targeting companies with strong fundamentals, resilient business models, and long-term growth potential.
- Lloyd Growth Equity UCITS ETF (GEP)
Products and services
- Discretionary Portfolio Management Discretionary portfolio management services provided to individual and family office clients, focusing on global equity investments through a fundamental, long-term, value-oriented approach.
- Wealth Management Comprehensive wealth structuring services integrating fiscal considerations, portfolio optimization for after-tax returns, and access to institutional fee structures through collective buying power.
- Lloyd Focused Equity UCITS ETF (FEP) A high-conviction, globally diversified UCITS-compliant ETF targeting companies with strong fundamentals, resilient business models, and long-term growth potential.
- Lloyd Growth Equity UCITS ETF (GEP) A global equity UCITS ETF offering diversified exposure to growth-oriented companies, distributed via Lloyd Capital's fund platform.
Quantifiable outcome
- Assets under management and advisement of ~$1.68B as of December 31, 2025
- +1 more outcomes
Companies that use lloyd capital wealth management
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
lloyd capital wealth management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
lloyd capital wealth management partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- FINMAcoreSwiss Financial Market Supervisory Authority. Lloyd Capital is licensed by FINMA as a manager of collective assets pursuant to FINIG. Regulatory supervision ensures compliance with Swiss financial regulations.
- SECcoreU.S. Securities and Exchange Commission. Lloyd Capital is registered with the SEC as an investment adviser serving US clients.
- FINOS (Swiss Finance Ombudsman)minorIndependent ombudsman office recognized by the Federal Department of Finance. Disputes concerning legal claims between clients and Lloyd Capital should be settled through FINOS mediation procedure.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
lloyd capital wealth management competitors and assessment
Company assessmentBroad incumbents
- Vontobel: Swiss-listed asset and wealth manager offering discretionary mandates, funds, and ETFs (including active equity ETFs) to HNW, family office and institutional clients. Overlaps directly with Lloyd Capital in discretionary global equity management and ETF distribution, but at materially larger scale and with a broader product shelf.
- GAM Investments: Swiss-headquartered active asset manager offering discretionary mandates and UCITS funds across equities and alternatives. Competes with Lloyd Capital in the institutional and HNW channel for global active equity mandates, but at significantly larger AUM.
- Pictet Group: Swiss private bank and asset manager with long-standing active equity capabilities and a strong HNW/family office franchise. Comparable to Lloyd Capital in discretionary global equity management, though operating at vastly greater scale and with proprietary in-house funds.
- J. Safra Sarasin: Swiss private banking group providing discretionary portfolio management to HNW and family office clients globally with active equity strategies. Direct overlap with Lloyd Capital in target customer and discretionary mandate model, with a larger balance sheet and broader product offering.
- EFG International: Swiss private banking group serving HNW and family office clients with discretionary mandates and asset management solutions. Comparable in target segment and discretionary mandate offering, though significantly larger and with a broader geographic footprint.
Direct peers
- Bellevue Asset Management: Independent Swiss boutique asset manager running active equity strategies, including healthcare and entrepreneur-focused mandates, with a similar partner-owned, concentration-driven investment philosophy. Closest direct comparable to Lloyd Capital by structure, scale, and channel mix.
- Mirabaud: Independent Swiss private bank and asset manager with active equity management, a partner-owned structure, and HNW/family office focus. Closely comparable to Lloyd Capital in ownership model, size tier, and discretionary portfolio management offering.
- Piquet Capital: Independent Swiss boutique asset manager focused on active global equity strategies with a partner-led investment process. Closely analogous to Lloyd Capital by philosophy, structure, and boutique scale.
- Helvetica Capital: Zurich-based independent boutique asset manager running concentrated active equity mandates for HNW and institutional clients. Comparable to Lloyd Capital in Swiss boutique positioning, partner ownership, and high-conviction global equity approach.
Regional players
- VP Bank: Liechtenstein-headquartered private bank with strong Swiss and international HNW/family office presence offering discretionary portfolio management. Similar in scale and discretionary model to Lloyd Capital, with comparable reliance on a boutique active equity investment proposition.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
lloyd capital wealth management social profiles
Digital presencelloyd capital wealth management compliance and trust
Trust signalCompliance3 records
lloyd capital wealth management financial estimates
Financial estimateRevenue estimate
Valuation estimate
lloyd capital wealth management leadership team
Management profileNumber of profiles
Profiles9 records
lloyd capital wealth management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
lloyd capital wealth management 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 lloyd capital wealth management
What does lloyd capital wealth management do?
Lloyd Capital is a Swiss asset and wealth manager that provides discretionary portfolio management and wealth structuring services for individual and family office clients. The firm manages capital through concentrated long-term ownership of high-quality global equities, supplemented by two UCITS-compliant ETFs (Lloyd Focused Equity UCITS ETF and Lloyd Growth Equity UCITS ETF) available via its fund platform. Services include portfolio construction, fiscal integration, after-tax optimization, and access to institutional-grade fee structures via an open architecture approach.
Is lloyd capital wealth management a public or private company?
lloyd capital wealth management is a private company. It is classified as corporate owned and is currently operating.
When was lloyd capital wealth management founded?
lloyd capital wealth management was founded in 2021. It employs 1 to 10 people.
Where is lloyd capital wealth management based?
lloyd capital wealth management is headquartered in Kilchberg, Switzerland, in the Europe region.
How does lloyd capital wealth management make money?
Two revenue lines are on record. Discretionary Portfolio Management Fees are the primary driver. The others are management of Collective Assets.
Who are lloyd capital wealth management's main competitors?
Broad incumbents on record are Vontobel, GAM Investments, Pictet Group, J. Safra Sarasin and EFG International. Direct peers are Bellevue Asset Management, Mirabaud, Piquet Capital and Helvetica Capital. VP Bank is listed as a regional player.
Does lloyd capital wealth management have an API?
No public API is recorded for lloyd capital wealth management.
What industry is lloyd capital wealth management in?
lloyd capital wealth management's product category is Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSABADAC, Affluent / Mass-Affluent Private Banking. Its NAICS code is 523940 and its SIC code is 6282.