Discretionary Investment Management
By entrusting their portfolio, investors delegate its management to experienced professionals and benefit fully from their expertise.
Your trusted partner
to Excellence.
Among our custodian banks
Where purpose meets values.
Based in Geneva, we assist private investors in the management of their financial assets.
The company brings together deep experience and complementary expertise. This combination allows us to serve our clients' interest in complete independence.
Approach →2009
Founding year
150+
Families advised
20+
Custodian banks
Approach
A consistent process, for a state-of-the-art service.
- 01
We listen
Your objectives, constraints and horizon.
- 02
We challenge
We stress-test assumptions, yours and ours. Questioning them is where we add the most value.
- 03
We translate
Complex markets turned into clear decisions, in language you could explain yourself.
- 04
We implement
Counterparty selection, disciplined execution, cost control.
- 05
We follow through
A mandate is a relationship we maintain over time.
- 06
We report
Personalised reporting.
Services
Established to answer the needs of our clients.
Investment Advisory Services
We support you closely, with dedicated expertise. We make proactive proposals, so that you can decide with full knowledge and reach your objectives.
Banking Solutions
We open the right accounts with the right banks, negotiate the terms and handle the administration, so that the banking side of your wealth stays simple.
Family Office
Consolidation of your financial assets, oversight and control, ad-hoc audit and performance review.
Staff
Your dedicated team.
Founded Authentic Capital in 2009. 30 years in wealth management and estate advisory in Monaco and Switzerland. Graduate of SKEMA Business School: Grande École programme and Master in international wealth engineering and management.
Founded Authentic Capital in 2009. 30 years in wealth management and estate advisory in Switzerland. Graduate of HEC Geneva, majoring in Finance and Business Management.
Over fifteen years in wealth management for an international UHNW clientele (Lombard Odier, UBS), preceded by ten years in energy-project finance at Caterpillar Financial. Specialist in alternative investments. Master in Economics (Caen) and Franco-American postgraduate degree (IAE / MTSU).
15 years on trading floors with investment banks and brokers dedicated to designing multi-asset investment strategies. Graduate of the EDHEC Business School Master in Finance.
More than 37 years of banking experience. Graduate of the University of Geneva in economics. Ran his own wealth management firm for 11 years before joining Authentic Capital in April 2021.
15 years in wealth management for an international private clientele. Certified Wealth Management Advisor (CWMA). Graduate of EFAP Paris in corporate communications.
5 years in wealth management and investment advisory. Graduate of the EDHEC Business School MSc in Financial Markets, specialising in asset management.
16 years in asset and wealth management across several European countries. Graduate of EBS Paris, European Business School, majoring in Finance, and of the Specialised Master in International Financial Analysis at Neoma Business School. Certified Risk Manager by Swiss Safety Center — ISO 31000 and ÖNORM 4903:2021.
Insights
Our Investment Committee in a nutshell.
Investment Committee · October 2026
Higher rates, growth holding up.
Rates did not fall as expected at the start of the year: growth and inflation proved more resilient than forecast. Three observations from the October note.
5.6%on the US 30-year, against 4.1% at three months
Rates
Rates rose instead of falling.
In the United States and the euro area alike, the whole curve has shifted upward. Historically, the ten-year yield stays anchored to the nominal growth rate of the economy.
0.92the informal EUR/CHF floor the SNB appears to defend
Currencies
The SNB is accommodating a weaker franc.
The franc is among the year's weakest currencies, unlike those combining high yields and commodity exports. Over the long run it still tends to appreciate, which makes borrowing in francs anything but a neutral bet.
+35%global technology since January, against 13% for the world index
Equities
The rise is still concentrated on technology.
Indices are led by the technology sector. Defensive sectors cushion the shocks but lag behind, which makes diversification more expensive than usual.
Market data as of 30 September 2026 · Sources: Bloomberg, AIS, Authentic Capital · Reserved for qualified clients
Going further.
Who we are
Authentic Capital SA is an independent asset manager based in Geneva, Switzerland. Founded in 2009, it manages and advises on the financial assets of private investors and families. The firm is licensed by FINMA, supervised by AOOS and a member of the ASG, the Swiss Association of Asset Managers. It advises more than 150 families and works with more than 20 custodian banks.
Why the name Authentic Capital?
The name reflects a deliberate choice. Authentic comes from the Greek authentikos: that which is worthy of trust. It is the principle that guides the way we practise our profession. To be Authentic is first to be independent, the essential guarantee of sound management. It is then clarity in the choice of products, integrity in honouring our commitments, loyalty and continuity in our client relationships. It is finally the conviction that no two estates are alike, and that the strategy serving them should not be either: we help you preserve, grow and pass on what matters.
What is an independent asset manager?
An independent asset manager is a firm that manages client portfolios without being part of a bank. Your assets stay in your own name at a custodian bank of your choice, and the asset manager acts under a management mandate.
How is Authentic Capital regulated?
Since the Swiss Financial Institutions Act (FinIA) came into force in 2020, portfolio managers in Switzerland must be authorised by FINMA, the Swiss Financial Market Supervisory Authority. Authentic Capital holds that authorisation and is supervised on an ongoing basis by AOOS, a supervisory organisation recognised by FINMA. The company is registered in the Geneva commercial register under UID CHE-114.999.133 and holds the Legal Entity Identifier 50670002IG06X5T7S294.
Which custodian banks do you work with?
Authentic Capital works with more than 20 custodian banks in Switzerland and abroad, among them Pictet, Edmond de Rothschild, LGT, Vontobel, BNP Paribas, J. Safra Sarasin, Lombard Odier and Union Bancaire Privée. You keep your account at the bank you choose; we consolidate the positions across all of them.
What is the difference between discretionary management and investment advisory?
Under a discretionary mandate, we agree a strategy and a risk profile with you and take the investment decisions within that framework. Under an advisory mandate, we analyse and recommend; every decision remains yours. Both follow the same six-step process: we listen, challenge, translate, implement, follow through and report.
What does the family office service include?
The family office service consolidates financial assets held across several banks, provides oversight and control of the managers and banks involved, and adds ad-hoc audits and performance reviews. You receive one consolidated, personalised report instead of separate bank statements.
Who will look after my portfolio?
Each client works with a relationship manager, supported by the investment committee and an in-house risk manager. Each manager serves a limited number of clients, so as to remain available and close to you — proactive as well as responsive.
How do I start working with Authentic Capital?
Start with a conversation: write to contact@authentic-capital.com or call +41 22 322 56 40. The office is at Boulevard Georges-Favon 8, 1204 Geneva.
Contact
Let us start with a conversation.
Authentic Capital SABd Georges-Favon 81204 GenevaSwitzerland