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COMPANY PROFILE

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ZEUS CAPITAL SA SPECIALIZES IN EQUITY MANAGEMENT, CONSULTING AND FINANCIAL PLANNING FOR PRIVATE CUSTOMERS.

Reliability, competence, professionalism and innovation are the values that set out company apart, always putting customers first. To meet their needs, bespoke strategies and integrated solutions are studied and developed, carried through by a tailor-made approach and aimed at supporting clients in their own family and business sphere.

A single one-stop-shop for:

     • asset management/investment advice

     • private equity and alternative finance transactions

     • asset planning

     • tax planning

     • property management

     • risk management

HISTORY

Set up on 12 June 2012, the company was the brainchild of its 4 founding partners who chose to undertake a radically new independent path after 15 years' of  management and investment consulting experience in the banking sector.

The working group has grown over the years, seeing that both the range of services offered and the workforce have increased substantially.

Zeus Capital has spawned a number of other business units operating in group fund management services and in the distribution of insurance products. Zeus Capital later sold these to its parent company Rea Holding, which today holds 100% ownership of the company, as well as complete participation in the other business units.

OBJECTIVE

ZEUS CAPITAL'S OBJECTIVE IS TO PROVIDE HIGHLY SPECIALIZED AND CUSTOMIZED WEALTH MANAGEMENT SERVICES BASED ON INDIVIDUAL CUSTOMER NEEDS.

Zeus Capital has always maintained its independence both in the corporate structure and in the provision of services, becoming in time a premium partner for many leading credit institutions in Switzerland and beyond. As an independent asset manager, Zeus Capital operates as a member of the Swiss financial services association - a hallmark of the highest quality and reliability.

Transparency

Reliability

Dynamic

Flexibility

Zeus Capital's Mission is to obtain the best returns for clients' assets, developing and researching solutions suited to their individual characteristics and needs. To achieve this, Zeus Capital has structured itself with a team of well-established professionals with decades of experience, ensuring that clients benefit from the utmost reliability, dynamism, flexibility and maximum transparency. 

VISION

The challenge we face is to become a reference point for our clients in a global context that always calls for greater specific competence in dealing with financial, economic, management and tax issues.

We aim to achieve this goal by tapping into our team's specific know-how and experience in each of these fields. We enjoy the flexibility of a lean, independent company structure for best liaising with a knowledgeable clientele that always expects the best value for money.

MANAGEMENT

BOARD

Paolo Tortorella · Chairman 

Fabio Mazzali · Member 

Antonio Bernardino Canavesi · Member

DIRECTORS

Fabio Mazzali · CEO 

Flaviano Oliva · General Manager 

Lucia Sorrentino · General Manager

Gestione Patrimoniale / Consulenza agli investimenti

Pianificazione Patrimoniale e Ottimizzazione

Gestione del Patrimonio Immobiliare

Risk Management

ZEUS CAPITAL OFFERS A WIDE RANGE OF SOLUTIONS FOR ITS CLIENTS, WHILE SHAPING AND DEVELOPING CONCEPTS BASED ON THEIR OWN CHARACTERISTICS AND NEEDS 


ASSET MANAGEMENT

Customized strategies to ensure optimal adequacy and profiling

In addition to financial consulting, wealth management is our company's core business.

Wealth protection and growth are our clientele's main goals, and these become our own; these are achieved by monitoring and analyzing the constant changes on the global economic markets and the rules that regulate them. Once we have agreed upon expectations and objectives withour clients, we get to work by developing the most effective asset management strategy. As the case may be, this strategy may appear to be prudent, flexible or dynamic depending on the desired risk tolerance level, calculated on specific and diversified needs, in a constantly changing scenario. 

ASSET PLANNING AND OPTIMIZATION

Ability, competence and experience for constantly changing scenarios

We study solutions for heritage planning together with our customers, supporting them in extraordinary corporate operations (M&As) and in business continuity and succession 

MANAGEMENT OF REAL ESTATE ASSETS

Strategies to make your properties perform better

Because real estate often amounts to little used wealth, we help our customers to make the assets more liquid, through collateral operations, or to improve its profitability even by setting up dedicated funds.

Dynamic in a fast changing world

Risk is an intrinsic component of any investment, but the correct evaluation and management of risk means that every action can be planned in a safer and more conscious way.

Today there is no such thing as merely hedging portfolio risk, as this activity has spread to all fields of action, whether in the operationally in entreprise management or in each and every asset in the portfolio. For us it is important to know how to approach all situations and present the client with a comprehensive scenario.

ZEUS CAPITAL SA

Via Contrada di Sassello 2, 6900 Lugano, Svizzera
Tel. +41(0)91 220 25 52 | Fax. +41 (0)91 960 06 39
info@zeuscapital.ch | www.zeusacapital.ch

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