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Wealth Management

Our Core Competency

Wealth Management means more than investment advice. This service for wealthy clients encompasses the entire range of money matters throughout all phases of life – from financing to tax optimization to retirement planning. The focus is on a long-term, trusting relationship between the client and us.  The better we understand the clients’ needs and goals, the better equipped we are to put together a package of solutions that is right for them.

Leading investment advice

Access to global research

We deliver objective advice sourcing the best solutions from the entire market and banks. Our relationship with all the world’s leading banks, gives our clients access to market-leading investment research and advice often reserved for institutional clients.

An investment partner who listens to your needs

We are with you every step, whatever comes your way

As a Discretionary Services investor, you will be introduced to your dedicated Investment Manager who has the proven markets and investments expertise and experience to really understand your needs. Your Investment Manager team is always available to discuss your portfolio and your other financial needs. You will also receive regular information and updates on what’s happening in the markets and the latest on your account.

We get you where you want to go

Driving a holistic approach and not limited to your investments

We take the time to understand your requirements and needs; listening to what you want to achieve, the circumstances in which you find yourself and the constraints with which you operate. We’ll then work with you to offer the most suitable and appropriate investment solution for your financial requirements using the right mix of products, services and asset classes to achieve your goals.

Be confident with Quantum Capital

No compromise on our commitments

We will never compromise on our commitment to our customers. We employ innovative strategies to reflect diverse and changing markets and customer requirements and apply thorough risk assessments and disciplined investment processes. Get instant access to daily information about your portfolio via our secure website and receive comprehensive and accurate quarterly and annual tax reporting.

Executing a holistic, bespoke investment approach

Decide, implement, review

Whatever solution you choose, it will always be tailored to your personal situation. When it comes to implementation, our investment advisors can use the know-how and strength of our leading global financial services company for your direct benefit. They will also carry out regular and reliable checks to ensure that the chosen solution still meets your needs.

Our Advisory Services

Speed to market while meeting highest quality standards

Our advisory process focuses squarely on you and your wishes. Your confidence in us is the key prerequisite for a long-term relationship. The better we know you, the easier it is for us to provide you with financial solutions that fit your needs. To get there, we take a look at your overall financial situation: your assets, your property and your financial liabilities.

But we do more than look at the numbers – we’re also interested in your plans and hopes for the future. Because only when we know your goals in life can we provide you with systematic support and take into account all aspects of your situation. We will be happy only once we have found, working jointly with you, a solution that meets and even exceeds your highest demands.

Access to marketing-leading investment advice

Designed and consolidated to a collective conscious market view

We deliver objective advice sourcing the best solutions from the entire market. Our relationship with all the world’s leading Investment Banks, gives our clients access to market-leading investment advice often reserved for institutional clients.

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