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Capital Private Wealth
Capital Private Wealth was established in 2011 by Antoine Bordelais, a former Senior Director at American Express Private Bank and Merrill Lynch.
Capital Private Wealth
Capital Private Wealth was established in 2011 by Antoine Bordelais, a former Senior Director at American Express Private Bank and Merrill Lynch. The firm operates from Geneva as a multi-family office serving ultra-high-net-worth families and their entities. It provides advice on wealth preservation, portfolio allocation and cross-border structuring. The firm coordinates investment management, estate planning and reporting across global private banks and asset managers. Confirmed activity reaches North America. It holds membership in the Swiss Private Bankers Association. Antoine Bordelais maintains ties to the University of Edinburgh as an alumnus and donor. No dated operational events from the last 24 months appear in available records.
General information
Firm type
Multi Family Office
Year founded
2011
Location
Region
Europe
Country
Switzerland
City
Portsmouth
Corporate office
Geneve, Switzerland
Principals
Antoine Bordelais
CEO and Founder
Frequently asked questions
Who runs investment decisions at Capital Private Wealth?
Antoine Bordelais serves as CEO and Founder and directs investment decisions.
Is Capital Private Wealth structured as a single family office or multi-family office?
It operates as a multi-family office advising multiple ultra-high-net-worth families.
Where does Capital Private Wealth maintain its headquarters?
The firm is headquartered in Geneva, Switzerland.
Does Capital Private Wealth participate in fund commitments or direct deals?
Available information does not specify participation in fund commitments or direct deals.
What is the relationship between Capital Private Wealth and Union Bancaire Privée?
The firm has collaborated with Union Bancaire Privée on industry conferences regarding Swiss private banking strategy.
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