Mission

To ensure that your investments match your values and align with your convictions.

Vision

To become your advisor of choice for wise investment decisions.

About Us

Our financial guidance and services set higher standards for your financial well-being, ensuring we're on the same page.

PHILOSOPHY

Empowered by Independence, Anchored in Trust, Focused on your Purpose

At Bluecap, our philosophy is built on three core pillars: Independence, Trust, and Purpose.
We offer independent, unbiased advice, ensuring our guidance is always in your best interest. We guide you through the ever-changing financial landscape with personalized strategies that reflect your unique needs and set the foundation for your future success.

Independence
Purpose
Trust
Unbiased advice

VALUES

Group of people on a racing yacht with large sails, participating in a competitive sailing event on the open sea.
COMPANY PROFILE

Building and preserving Wealth for over two decades

Bluecap is a Swiss wealth management and financial advisory firm with over 23 years of experience in helping individuals, families and institutions grow and protect their wealth.

Whether you’re seeking to preserve your wealth, grow your investment portfolio, or leave a lasting legacy for future generations, Bluecap offers the expertise and personalized service to guide you through every financial decision.

EXPERTISE

MAR 2001
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Bluecap
Foundation

Bluecap SA is founded by Knut Giersch and Tibor Luka in Zug with a branch in Geneva.

BlueCap logo displayed above a traditional Swiss-style building in Zug with a blue facade.
MAR 2001
JUN 2001
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CFB Fund Distribution License

Bluecap is granted a professional Fund Distribution License by the Swiss Commission Fédérale des Banques (CFB)

BlueCap logo next to a professional woman holding a certificate, representing expertise and accreditation.
MAR 2001
JUN 2001
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2017
JAN 2023
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MAY 2024

First professional distributor of Alternative Funds

Bluecap becomes the first professional distributor of Alternative Investments (Hedge Funds) to "retail clients” in Swiss Romande.

BlueCap logo beside folded origami structures resembling towers made from various international currencies.
MAR 2001
JUN 2001
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2017
JAN 2023
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MAY 2024

Birth of BlueCap Asset Management (BCAM)

We can manage affluent clients’ assets from Geneva

Aerial view of Geneva, Switzerland, featuring the Jet d'Eau fountain and surrounding cityscape.
MAR 2001
JUN 2001
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2017
JAN 2023
AUG 2023
MAY 2024

Partnership with JP Morgan Securities Ltd

Bluecap and JP Morgan launch a structured product for affluent clients.

Exterior view of J.P. Morgan's office building with company logo prominently displayed.
MAR 2001
JUN 2001
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JAN 2023
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MAY 2024

End of the Global
Financial Crisis

Bluecap portfolios resist as the World emerges from recession.

MAR 2001
JUN 2001
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2017
JAN 2023
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MAY 2024

Our first Impact Investment Fund : TerraEquitas

Eric Serra creates TerraEquitas, a Public-Private-Partnership between NGOs, Private and Institutional Investors. Still active today, TerraEquitas Fund contributes to the Economic Development of NGOs.

Terra Equitas logo encircled by hands of diverse individuals, symbolizing community and collaboration.
MAR 2001
JUN 2001
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2017
JAN 2023
AUG 2023
MAY 2024

Sebastian Plusa joins Bluecap as Head of Private Markets.

Sebastian builds a Private Markets Division, with exclusive Club-Deals and bespoke Alternative Investment Solutions for Single Family Offices and UHNW Investors.

Sebastian Plusa
MAR 2001
JUN 2001
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2017
JAN 2023
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MAY 2024

Bluecap SA becomes a FINMA-approved Swiss Wealth Manager

As a FINMA-approved Manager, Bluecap adheres to the highest international standards of governance, ensuring transparency and trust in every financial decision.

FINMA logo on the exterior of a modern building, representing Swiss financial regulation.
MAR 2001
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MAY 2024

Mathieu Sollier joins in May 2024

Tibor invites Mathieu to offer our Family Office clients' a more comprehensive and consolidated asset overview.

Guiding your financial future with expertise

Our Heads of business-lines, backed by expert teams, focus on delivering personalised services for all clients, ensuring a strategic and purpose-driven approach .

Careers

At Bluecap, we foster growth, collaboration, and meaningful impact. We're seeking passionate professionals dedicated to delivering independent, unbiased financial advice and exceptional results for our clients.

Private Wealth Advisor

Client Relationship Management
Geneva
Full-time
On-site
See more
November 11, 2024