Institutional management
dedicated to private clients
An independent, FINMA-regulated portfolio manager based in Geneva.
Our approach
Independent by ownership,
institutional by experience
MONTEC CAPITAL is an independent company based in Geneva. MONTEC CAPITAL is authorised as a portfolio manager within the meaning of the Financial Institutions Act (FinIA) and subject to prudential supervision by AOOS, a supervisory organisation for portfolio managers & trustees. It is also affiliated to the mediation body OFS.
- 01Independence
- 02Institutional experience
- 03Tailor-made solutions
- 04Risk control
“Our investment process is rigorous, dynamic and tailor-made to meet the different needs and expectations of our clients.”
Geneva
Based in Geneva
30 years
Of professional experience
FINMA
Regulated company
Independent
Owned by its partners
A supervised regulatory framework
MONTEC CAPITAL exercises its mandates within a licensed and prudentially supervised framework.
FINMA
Regulated by FINMA
MONTEC CAPITAL has been regulated by FINMA, the Swiss Financial Market Supervisory Authority, since January 2024.
FinIA
Authorised portfolio manager
Authorised as a portfolio manager under the Financial Institutions Act (FinIA).
AOOS
Prudential supervision
Subject to prudential supervision by AOOS, a supervisory organisation for portfolio managers & trustees.
OFS
Mediation body
MONTEC CAPITAL is affiliated to the mediation body OFS.
Contact
Let’s work together on your next project
Beyond words and explanations, and in keeping with our personalised approach, please do not hesitate to contact us.