MULTI FAMILY OFFICE SPECIALIZED IN BEHAVIORAL FINANCE

Hand in hand with the families we serve

capQon is an independent multi family office based in Zurich.

Our focus: The holistic advice and management of family wealth.

We see ourselves as the personal CFO of the families and solely represent their interests vis-à-vis banks, asset managers and product providers.

Four characteristics distinguish us and make us unique:

  • We focus on independent and holistic advice
  • We operate completely independent of banks and product providers
  • We do not accept payments from third parties
  • We use the findings of academic Behavioral Finance research

 

Our thinking is shaped by many years of academic financial market research in the field of Behavioral Finance. We combine science and experience for the success of our families.

The team

Our passion and expertise is the holistic planning, structuring, optimization and monitoring of family wealth.

The capQon team has more than 75 years of combined experience.

We look forward to hearing from you!

Founder & Chairman of the Board of Directors

Dr Christian Kurz

Christian is founder and chairman of capQon. He also teaches Alternative Investments at the International School of Management as well as Portfolio Management and Behavioral Finance at Nürtingen-Geislingen University of Applied Sciences. He holds a PhD in Finance and a Diploma in Business Administration. Christian has many years of experience in institutional asset management in various positions as Chief Investment Officer, Co-Head of Portfolio Management and Lead Investment Management Advisory.

Member of the Board of Directors

Bryan DeBlanc

Bryan is a member of capQon’s Board of Directors and has extensive experience in corporate strategy, audit and compliance as well as risk management. He is a chartered accountant and holds a bachelor’s degree in business administration and accounting. Bryan is a former Senior Partner of KPMG Switzerland, Head of Transaction Services and Head of Industrial Manufacturing as well as Head of Commodity Trading. From 2005 to 2012, Bryan was a member of the Board of Directors of KPMG Switzerland.

Member of the Board of Directors

Ulrich Amberg

Ulrich is a member of the Board of Directors of capQon and has many years of experience in the field of consulting and financial services. He holds degrees from Harvard Business School and over 16 years of experience at KPMG Switzerland, an auditing and consulting firm, where he most recently served as Head of Consulting. In addition, he is active as an entrepreneur and investor and supports numerous companies. He has strong competencies in management consulting and strategy development.

Assistant to the Executive Management

Giulia Polatti

Giulia is the assistant to the Executive Management and is currently completing her studies in Political Science at the University of Zurich. She is fluent in German, English and Italian and has experience in marketing and sales as well as event planning and coordination.

Our principles

CUSTOMER-FOCUSED

The focus is exclusively on the needs of the families we look after. We provide holistic and long-term advise.

INTEGRITY

Integrity is one of our central principles. For us, credibility and moral reputation are prerequisites for satisfied families.

TRANSPARENT

Dealing with our families requires great care. We treat all families with clarity, transparency and reliability.

INDEPENDENTLY

We are completely independent and act free from conflicts of interest. We work exclusively with you and for your benefit.

COMPLIANT

We act in accordance with values and laws as well as regulatory requirements.