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Qubera Wealth Management
QUBERA WEALTH MANAGEMENT is an SEC-registered investment adviser in Pasadena, CA. The firm manages approximately $53 million in regulatory assets.
Qubera Wealth Management
QUBERA WEALTH MANAGEMENT is an SEC-registered investment adviser in Pasadena, CA. The firm manages approximately $53 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
Europe
Country
Switzerland
City
Pasadena
Corporate office
Zurich, Switzerland
Frequently asked questions
How is Qubera Wealth Management structured — is it tied to a bank?
Qubera operates as an independent multi-family office and is not a subsidiary or affiliate of any private bank or financial conglomerate. This independence means portfolio construction and manager selection are not driven by distribution agreements or product-placement targets. The firm selects custodians, investment managers, and service providers based on each family's requirements rather than internal mandates.
What services does Qubera provide beyond investment management?
The firm positions itself as an outsourced family CFO, delivering consolidated wealth reporting across all banking relationships, family governance structuring, tax coordination, and philanthropic advisory. By integrating these functions, Qubera aims to give families a single point of control over fragmented international assets, legal entities, and advisor relationships.
Does Qubera offer access to private-market investments?
Yes. Qubera sources private equity, real assets, and select direct co-investment opportunities for its client families. The firm typically aggregates family capital to negotiate institutional fee structures and access terms, with a geographic emphasis on European mid-market opportunities. Diligence, selection, and ongoing monitoring are conducted in-house.
Who are Qubera's typical clients?
Qubera serves wealthy families and individuals, often with multi-jurisdictional asset holdings, who require consolidated oversight and discretionary management. The firm does not publicly disclose client profiles, but its Zurich base and service model attract European and international families seeking Swiss-based coordination of cross-border wealth.
Where does Qubera fit in the Swiss wealth-management landscape?
It sits in the independent multi-family office segment — distinct from the large bank-owned wealth managers like UBS or Julius Baer, and from single-family offices serving one fortune. Qubera competes with other unaffiliated Swiss MFOs by offering institutional-quality investment access and integrated family-office services without the product-push dynamics of a bank-affiliated platform.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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