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
Alignment of interests
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 capQon team has more than 75 years of combined experience. We look forward to hearing from you!
Dr. Christian Kurz
Founder & Chairman of the Board of Directors
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 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 is a member of the Board of Directors of capQon and has 20 years of experience in business consulting. He holds college degrees in Computer Science and Business Administration, and he completed advanced management & leadership programs at INSEAD and Harvard Business School. As a Partner with KPMG Switzerland from 2009 to 2018, he held various management roles, most recently as Head of Consulting. He co-founded multiple start-up ventures and currently serves as the CEO of a globally expanding company in unmanned aviation.
Assistant to the Executive Management
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.
How we support you
We work hand in hand with the families we support and act as your personal CFO.
A systematic and holistic approach is needed to maintain and increase financial value over the long term. We support you in the planning, structuring, implementation and monitoring of your wealth. In addition, we support our families in optimizing real estate financing or coordinating legal or tax advisors.
Planning & Structuring
We analyze your wealth situation and your requirements and develop the optimal investment strategy for your assets.
We manage the implementation of your investment strategy and find the right bank, asset manager or investment product for you.
We provide overview and insight. We continuously monitor your assets. You receive regular reports on developments, costs and compliance with your investment strategy
We support you in optimizing and negotiating real estate financing.
We relieve and support you in the coordination with network partners such as lawyers or tax consultants.
We humans don’t always act rationally. Throughout the entire decision-making process, we humans make mistakes in our thinking.
Beginning with the perception, the processing and up to the evaluation of information. We unconsciously use heuristics (rules of thumb) and are subject to bias.
This can lead to a misjudgment of probabilities, information, objective realities or one’s own ability. Cognitive psychology can be used to explain the occurrence of different heuristics and distortions. The occurrence of systematic price distortions on the capital markets, triggered by emotions and cognitive limitations, is to be regarded as the center of the financial market theory of Behavioral Finance.
A structured, well-considered approach is indispensable for the long-term success of family wealth. It is important to define the appropriate strategy and implement the considered plan in the long term. In this way, the individual heuristics and distortions can be addressed and prevented in the best possible way.