Our Approach to Asset Management
Since its founding, Scale Capital Group has been helping private clients and family offices grow their businesses, protect, grow, and manage their wealth, and preserve it for future generations.
Asset Management
A defining feature of Scale Capital Group’s approach is the depth and breadth of planning before implementing any wealth management strategy. No matter who you are or where your wealth comes from, the role of an investment advisor remains the same: to understand what you want to achieve with your wealth and to help you design and execute a strategy to reach your goals.
Security – The Foundation of Peace of Mind
A business model focused on protecting and growing your wealth; a well-capitalized institution; a proven track record of safeguarding your assets; and an approach designed to avoid unnecessary risk.
Planning – The Financial Roadmap of Your Life
Successful investing is built on a well-structured plan.
Understanding your goals allows your advisor to precisely tailor your portfolio with the right mix of assets—balancing your needs for growth, continuity, and your broader life objectives.
Investing – Put Your Wealth to Work
Start with a thoughtful plan, then determine the approach you want to take when investing your wealth.
Are you a hands-on or hands-off investor?
Whichever you are, you should aim to benefit from access to the accumulated wisdom of some of the world’s most experienced asset managers.
International Diversification – A Broader Perspective
Implementing a global investment strategy requires an advisor with a worldwide vision, a deep understanding of international markets, and insight into the trends shaping the global economy.
Relationships – Your Trusted Personal Advisor
A careful, long-term understanding of your personal and financial circumstances, unwavering confidentiality, and access to a world of specialized expertise — these are the qualities that allow your investment advisor to offer independent insight, contribute meaningfully to your thinking, and present you with new ideas and opportunities.
Reliability is born where there is transparency and a clear understanding of processes.
— Scale Capital Group
Investment Diversification
With Scale Capital Group, you gain the advantage of true diversification of perspectives.
We help you diversify your wealth through a global portfolio, unlocking investment opportunities that may not be easily accessible within the United States. Additionally, exposure to foreign currencies offers diversification benefits by reducing reliance on a single currency and helping to mitigate volatility in its purchasing power.
From our base in Switzerland, we support you in achieving your financial goals with tailored investment solutions backed by our expertise across multiple jurisdictions, markets, and currencies.
Our advisors frequently travel to the United States and are available for regular meetings, both in person and remotely.
Our Investment Beliefs
Investing Within a Disciplined Framework
We believe in the value of a rigorous approach that takes advantage of market inefficiencies. Investment success stems from a repeatable process of information gathering, analysis, decision-making, and disciplined execution.
Risk Premia
Generating returns typically requires taking on risk. We view duration, credit, and liquidity risks as systematic. These risks offer tangible return premiums depending on the investment time horizon and must be assessed with regard to environmental, social, and governance (ESG) factors.
Asset Allocation
Both tactical and strategic asset allocation are among the most important drivers of long-term investment performance.
Core Drivers of Multi-Asset Returns
We believe that valuation is the most reliable indicator of return potential. It requires a thorough and independent research process that integrates macroeconomic, sectoral, and corporate analysis, and is firmly grounded in fundamental data.
Active Management – Public and Private Markets
We refrain from broad reliance on passive investing, opting instead for an active approach. Private markets can offer illiquidity premiums and the potential for asset transformation and value creation.
Portfolio Construction
We prefer to express our investment convictions through a range of diverse, uncorrelated strategies rather than a few concentrated positions.
Building High-Performing Teams
We avoid a broad reliance on passive investing, choosing instead an active approach. Private markets offer the potential for illiquidity premiums and transformational value, which we actively pursue through skilled, collaborative teams.
Protecting Client Interests
We prefer to express our investment views through a range of diverse, uncorrelated strategies rather than a few concentrated positions.
Engaging with People
We believe in responsible capitalism. As investors, we have a duty to engage with corporate issuers to help improve their practices and mitigate negative impacts on society.
About Scale
Capital Group
We are an independent investment partnership known for our long-term thinking, responsible approach to business, and entrepreneurial spirit. These principles have defined our partners for over 30 years of operation in the U.S. market. For our clients, colleagues, and society as a whole, we always strive to do what is right and honor our commitment to sustainable quality.
Assets under management or custody*
Total capital ratio*
Liquidity coverage ratio*
Full-time equivalent employees
Offices all around the world
*Figures as of 31 March 2025 (unaudited data)