Toledo Capital AG
Family officeZürich · Seed–Late Stage · 12 people tracked
Investment thesis
Toledo Capital AG offers tailored wealth management and family office services to high-net-worth individuals and families, emphasizing conflict-free, transparent, and multigenerational wealth preservation. The firm provides in-house portfolio management, access to professional research, and selection of custodian banks and structured products, catering to a multilingual global clientele.
Source: firm website, verified Aug 2, 2026.
Team · 12 people
from the firm's websiteFounder and Executive Director of Toledo Capital AG, responsible for executive management and client relationships. Previously a Managing Director at UBS and Credit Suisse in private wealth management, with earlier experience at Glencore in trade finance and commodity trading.
Senior Portfolio Manager responsible for investment strategy at Toledo since 2013. Formerly Associate Director and Senior Relationship Manager at UBS, with a background as a software engineer in a London fintech startup and an executive MBA from CASS Business School.
Executive Director of Wealth Management overseeing investment processes, portfolio management, and client relationships. Previously Deputy Portfolio Manager and Financial Analyst at ISP Group, holding a Master's in Finance from Johns Hopkins Carey Business School.
Director responsible for business development since 2015, overseeing marketing initiatives and new opportunities. Previously worked at Deutsche Bank, a capital management firm in New York and Israel, and The Bluerock Group as Director of Business Development and Investor Relations.
Joined the Advisory Board in 2023. A PhD graduate from University of Zürich with banking industry experience including roles at Goldman Sachs Bank AG and UBS Wealth Management; he serves on the board of Schwyzer Kantonalbank and other committees.
Joined Toledo in 2022 as Finance Trainee, working on investment processes, fund due diligence, and portfolio management. Holds an MA in Banking and Finance from University of Zurich and a BA in Finance from University of Warsaw.
Joined Toledo in March 2025 as a Business Operations Associate overseeing operations and compliance-related matters. Previously held administrative and operational roles, most recently as an Assistant at Gidaboll AG in Zurich.
Joined Toledo in 2021 as a Marketing & Business Development Trainee and now leads the marketing department, covering media exposure, digital strategy, and design. Previously Chief of Marketing and Communications at CHRISTUS MUGUERZA Group in Mexico.
Joined the Advisory Board in 2021. A Sciences Po Paris graduate who began her career at BNP Paribas in investment banking; she is now co-founder and CEO of Ava Investors SA, advising on equity investments.
Joined Toledo in November 2025 as an Intern in Business Operations, supporting compliance, quarterly fee processes, and marketing. She is completing a Bachelor's in Economics and is a former professional beach volleyball player.
Joined Toledo in 2025 as a Finance Trainee supporting the investment team and portfolio-related tasks. Previously worked in real estate bookkeeping and has a strong interest in macroeconomics.
Investment & Management Associate since 2018, handling investment assistance, legal and compliance, client and partner relationships, and office administration. Graduated from VSH business school with additional finance and investment coursework.
Frequently asked questions
- What stage does Toledo Capital AG invest at?
- Toledo Capital AG invests at the Seed, Series A, Series B, Series C, Growth, Late Stage stages.
- What sectors does Toledo Capital AG focus on?
- Toledo Capital AG focuses on Deep Tech, Medical Devices, Sector Agnostic.
- Where is Toledo Capital AG located?
- Toledo Capital AG is headquartered in Zürich, CH.
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