our multi-family office services
Comprehensive wealth management and customized solutions.
Based on the jointly defined asset strategy, we develop an optimally balanced portfolio with the help of sound correlation analyses. The focus is clearly on the long-term preservation of your assets, especially in a challenging market environment.
We work with renowned banks and private banks in Switzerland, Liechtenstein and Germany and offer you attractive terms and conditions. On request, we can consolidate several domestic and foreign custodian banks via our portfolio management system.
Active Portfolio Management
We consistently implement your investment strategy and continuously adjust the portfolio to the current market and economic situation.
Personalized Products & Securitizations
We promptly convert individual investment ideas into structured products. Tailor-made certificates can be issued for amounts starting at EUR/CHF/USD 250,000 through our issuing partner, Zürcher Kantonalbank.
Alternative Investments
Alternative investments make an important contribution to diversification, as they sometimes correlate only slightly with traditional asset classes.
Club-Deals Real Estate Development
In selected club deals, several investors jointly invest in real estate development projects. The investment horizon is usually two to three years and focuses on project development.
Direct Investments in Startups
Investments in start-ups are made at an early stage of the company's development and offer the opportunity to participate in above-average value growth.
Crypto, Blockchain, and NFT Investments
Digital assets have developed into a relevant market with a volume of several hundred billion US dollars and now represent an established asset class for private and institutional investors.
Professional Research
As a client of Martellus Capital AG, you receive exclusive access to the investment ideas and market analyses of the research experts at our partner banks.