Toledo Capital, based in Zurich, is a boutique wealth management firm that has the flexibility to provide thorough financial services for its clients around the globe. Our clients’ individual interest and profitability are in our direct and exclusive focus and not influenced by internal bank policies or profit-centers.
Benefits of working with Toledo Capital AG
Portfolio Management: Enhanced Profitability & Broader filed of investments
Cost & Controlling: Advantageous bank fees & avoid costly mistakes
Consolidation: One Contact person & Better Overview of your Financial Situation
Monitoring: Ensure to protect your interest
Family Office Services: Additional services beyond the financial needs
Our Services Include
- Cost and Controlling
- Monitoring
- Family Office Services