Fundraising FoxIndependent Capital Group AG
Family officeZurich · 5 people tracked
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Investment thesis
As an independent, FINMA-regulated multi-family office, the firm focuses on holistic, conflict-free wealth management for high-net-worth individuals and families. It no longer manufactures its own investment products, instead designing tailored investment structures, defining strategic asset allocation, and selecting best-in-class external managers through a documented, multi-round RFP process covering public and private markets. Services span discretionary and advisory mandates across traditional and alternative assets (equities, fixed income, hedge funds, private equity), consolidated investment reporting, financial planning coordination, philanthropic and estate planning, and independent real estate advisory and project management. The emphasis is on long-term continuity, deep client relationships, and decades of consolidated wealth data.
Source: firm website, verified Oct 1, 2026.
Team · 5 people
from the firm's website
Previously COO at W4 Marketing AG; holds a BA in Design and Communication from Ravensbourne College, London.
Holds a CAS in Financial Market Law from the University of Zurich and previously worked as an accountant at Schroder & Co Bank AG; earned a BSc in Banking and Finance from ZHAW.
CFA charterholder and Certified Financial Risk Manager who previously worked as a securities specialist for key clients at UBS AG; holds a BSc in Business Administration from FHNW.
Formerly Business Area Head Switzerland at HSBC Private Bank and Head of Institutional Clients at Union Bancaire Privée.
A qualified real estate economist (EBS) who was previously a fund manager at Sal. Oppenheim; holds a BSc in Economics from Buckingham University (UK).
Frequently asked questions
- What sectors does Independent Capital Group AG focus on?
- Independent Capital Group AG focuses on Sector Agnostic.
- Where is Independent Capital Group AG located?
- Independent Capital Group AG is headquartered in Zurich, CH.
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