Genzoni Capital Management
Transmission patrimoniale entre generations
Genzoni Capital Management

Independent judgment, in service of your capital.

Genzoni Capital Management, Independent Multi Family Office. Discreet capital markets management. Ticino, Switzerland.

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An independent and discreet Multi Family Office

Genzoni Capital Management is an independent Multi Family Office based in Ticino, Switzerland, dedicated to capital markets operations and the wealth stewardship of affluent families. Founded in 2019 by Bernard Genzoni, it operates in its own name and on its own account, across both traditional and alternative markets, within a framework of absolute confidentiality.

Independence and discretion are at the core of our operations: no banking affiliation, no structural conflicts of interest, and complete confidentiality for every client. Every decision rests on rigorous analysis and free judgment, exclusively serving the preservation and growth of your wealth.

Siege de Genzoni Capital Management au Tessin, a Losone

Key Facts

Founded in 2019

Ticino, Switzerland

Discreet Multi Family Office

Our Expertise

Capital Markets Analysis

Continuous monitoring and independent fundamental analysis of financial markets.

Portfolio Management & Allocation

Coherent asset structuring, tailored to each investor profile.

Private Investor Support

A sole, direct contact for every investment decision.

Corporate Analysis

Deep understanding of intrinsic company value.

Traditional Strategies

Equities, bonds, funds, rigorous selection and long-term vision.

Alternative Strategies

Digital assets, commodities and unconventional markets.

Place financiere suisse
Transmission entre un pere et son enfant
Understand before acting. Protect before seeking growth. Preserve confidentiality in all circumstances.

Our Multi Family Office philosophy rests on the conviction that enlightened management begins with deep understanding and absolute discretion. We take the time to analyse, question and build before taking any action, in complete respect of each family's confidentiality.

Embleme arbre Genzoni Capital Management

Bernard Genzoni

Founder & CEO

As the sole and direct contact for each family, Bernard Genzoni places analytical rigour, independent judgment and absolute discretion at the centre of every decision. His personal commitment ensures a relationship of trust founded on transparency and total confidentiality.

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Our Approach

01

Initial Contact

An initial exchange to understand your expectations and assess whether our approach matches your needs.

02

Understanding Objectives

An in-depth dialogue to identify your wealth objectives, horizon and risk tolerance.

03

Situation Analysis

A rigorous study of your current situation, existing assets and market context.

04

Strategy Development

Construction of a coherent proposal, aligned with your objectives and respectful of your constraints.

05

Potential Implementation

If you wish, support in executing the strategy defined together.

06

Monitoring & Adaptation

Regular review, adjustments based on market developments and your evolving needs.

Croissance et valorisation patrimoniale sur le long terme

Our investment method

A rigorous and confidential process to support companies at every stage.

01

Introductory call

A first conversation to understand your project, your team and your vision.

02

Sharing confidential information

You provide us with the key elements of your file, in complete confidentiality.

03

Review of your file

We analyse your project in depth, its potential and its fit with our investors.

04

Term sheet and introduction

If one of our investors is interested, we draft a term sheet and arrange an introduction with a meeting.

05

Signature and funding

Signing of the contract and transfer of funds: the deal is closed.

Markets & Strategies

Traditional Markets

Equities, bonds, funds, rigorous fundamental analysis of established markets, oriented towards capital preservation and long-term appreciation.

Alternative Markets

Digital assets, commodities, unconventional strategies, active monitoring and deep understanding of emerging markets and their opportunities.

Let's Connect

For any enquiry or to schedule a first conversation, we are at your disposal.

Via Barchee 4A, 6616 Losone, Switzerland

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