WHO ARE WE ?
Nucleo Capital S.A. (« Nucleo ») is an independent financial company created in 2005, member of the Swiss Association of Asset Managers, specializing in asset management and wealth administration for private Clients and high net worth families.
We carry our activities out alone two distinct departments:
Nucleo offers strategic portfolio management and advisory services. We aim at positioning ourselves as the main financial interlocutor to our Clients and their families for all and any subject pertaining to the organization, the administration and the management of their assets.
Nucleo owes its competitive edge to the twenty-eight years of private banking and asset management experience of its founding partner and to its innovative and light structure.
In order to remain exclusively business and Client focused, we subcontract all our daily administrative operations. Thus, we are left with for only preoccupation portfolio management and investment advice. Since 2005, the operations are subcontracted to our partner, Geneva-based Amadeus Capital SA a Swiss leader – since 1983 - in the field of asset management and administration.
NUCLEO PRIVATE OFFICE
We offer private Clients what banks don’t want to offer any longer: private banking services… We assist them with the organisation and administration of their family assets. We act as advisor as well as executors, board members and trustees.
To explain, to reassure: Nucleo Private Office wants to be an intergenerational link.
NUCLEO PORTFOLIO MANAGEMENT
Portfolio management and investment advice are offered on a mandate basis; we propose two different types of mandates:
We represent and defend the interest of our Clients in front of their banks, their professional advisors and fund providers. As such, we monitor the various processes involved and ensure that transactions and operations are conducted efficiently and fairly, both in terms of administrative procedure and in terms of the fees levied.
We strongly believe that being independent is one of the most important factors in our relationship with our Clients. For this reason, we do not create nor manage our own investments products. We rather engage into individualized portfolio management and customized investment advice, thereby clearly differentiating ourselves from the ever increasing number of banks and asset managers which massively invest using mutual and hedge funds.
Our broad international network of banks and custodians enables us to accept mandates on accounts domiciled with multi jurisdiction onshore and offshore banks. Master mandates apply to several bank accounts at the same time.
We insist on regularly meeting our Clients. We always provide them with reporting materials issued by their custodian bank.
Though, in addition to their custodian bank’s own reporting materials, Clients may at times require more in-depth reports.
We have access to very sophisticated reporting software to issue documents highlighting not only investment activity and holdings but also data such as value at risk, beta etc. and to compute performance according to the latest institutional standards.