Updated:
Schwaben Capital Group
Schwaben Capital Group was established in 2009 by Albrecht Weller. The firm traces its client base to Weller’s prior roles at major Canadian banks and...
Schwaben Capital Group
Schwaben Capital Group was established in 2009 by Albrecht Weller. The firm traces its client base to Weller’s prior roles at major Canadian banks and brokerage houses. It functions as an independent portfolio manager registered with the Ontario Securities Commission. The firm divides its activities into three units: asset and investment management of public securities, estate and trust planning with executorship services, and private financing plus corporate advisory for non-public companies. It also maintains a sister insurance brokerage, Schwaben Financial Counsel Inc., registered with the Financial Services Regulatory Authority of Ontario. All activity remains concentrated in North America. Weller serves as President, CEO and Portfolio Manager. Martin Häfele acts as Director of Family Office services and maintains a parallel role at Häfele GmbH & Co KG. Tanmai Patel supports equity research as Senior Investment Analyst. The team lists combined experience exceeding fifty years. No portfolio holdings, AUM figures or transactions from the past twenty-four months appear in public materials.
General information
Firm type
Multi Family Office
Year founded
2009
Location
Region
North America
Country
Canada
City
Toronto
Corporate office
303 Bay St., Toronto, ON M5H 2R1, Canada
Principals
Albrecht Weller
President, CEO & Portfolio Manager
Martin Häfele
Director, Family Office & Special Advisor
Tanmai Patel
Senior Investment Analyst
Sector focus
Frequently asked questions
Who runs investment decisions at Schwaben Capital Group?
Albrecht Weller serves as President, CEO and Portfolio Manager. He holds the CFA charter and has directed the firm since its founding in 2009.
Is Schwaben Capital Group structured as a single family office or multi-family office?
The firm operates as a multi-family office. It serves multiple Canadian entrepreneurs, executives and high-net-worth families through separate business units for investments, estates and corporate advisory.
Does Schwaben Capital Group participate in fund commitments or only direct deals?
Public materials describe direct management of public securities and private-company advisory. No fund commitments or external GP relationships are disclosed.
Where does the underlying wealth come from at Schwaben Capital Group?
The firm states its origins lie in advisory earnings from banking, portfolio management and corporate finance accumulated by founder Albrecht Weller prior to 2009.
How is Schwaben Capital Group related to Schwaben Financial Counsel Inc.?
Schwaben Financial Counsel Inc. is registered as a sister company and holds a life and accident insurance brokerage license with the Financial Services Regulatory Authority of Ontario.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: