What Sets Us Apart
High-net-worth individuals face increasingly complex challenges in managing their wealth in all its forms, depending on the stage of their life cycle. The sole mission of Scale Capital Group Advisors is to advise private clients, families, and institutions in the complex business of wealth management.
Introducing
Scale Capital Group
Advisors
In an increasingly complex and uncertain world, diversifying your investment portfolio has never been more important.
At Scale Capital Group, we build long-term partnerships with our clients to deliver tailored investment solutions that protect and grow their wealth, even in challenging times.
With our global perspective, we provide access to diversification and international investment opportunities.
The United States—our home base—is renowned for its political and financial stability, making it an ideal foundation for effective wealth management.
Scale Capital Group Advisors is a part of Scale Capital Group, which brings over 30 years of experience navigating market cycles and delivering results.
turmoil and geopolitical uncertainty, providing stability and security for our investors.
Rooted in this legacy, we combine Swiss precision and reliability with North American expertise to deliver exceptional investment services to our clients.
The world is changing — but Scale Capital Group remains steady through market cycles and global disruptions. Our commitment to stability and investment leadership is reinforced by our independence and dedication to long-term goals.
We believe this approach serves our clients best — now and in the future.
Your ideas created your wealth. Our ideas ensure you preserve it.
Committed to
Long-Term
Partnership
We strive to build our relationship with you on the foundation of genuine and lasting partnership.
California Roots
California, home to our headquarters, is well known for its political and financial stability. Based in Los Angeles, a prominent centre of private banking, we are well-positioned to offer you American asset management expertise.
Although we are located in California, our advisors are regularly available to you, both remotely and through frequent in-person visits.
Entrepreneurial Spirit
We combine entrepreneurial drive with long-term thinking. Our independence empowers us to think and act with a multi-generational perspective, free from external pressure to maximise short-term profits.
This allows us to pursue what we believe truly makes sense, not just what analysts or the media may label as the trend of the month.
Our single, unwavering goal: to be your trusted partner in managing your wealth.
Investment-Focused
Achieving your investment goals requires more than just managing financial assets. At Scale Capital Group Advisors, we place your specific needs at the heart of our investment process.
We rely on a community of independent professionals to serve as a trusted investment partner for high-net-worth individuals and families across North America.
Long-Term Orientation
In times of global uncertainty, we maintain a long-term perspective, resisting the temptations of short-term thinking.
This is the approach we apply not only to managing our operations but also to safeguarding and growing our clients’ wealth for generations to come.
Independent
Our independence allows us to develop our own business strategy free from external pressure, giving us the freedom to focus on our single priority: managing your wealth.
Stable
As part of Scale Capital Group, we benefit from strong financial foundations that enable us to withstand market volatility and geopolitical uncertainty with confidence and resilience.
Vega Star Gallery
By supporting art, a person becomes part of a process focused first and foremost on creation, not destruction.
In choosing who or what to support, one begins to clearly envision the future and make a meaningful decision—
one that, in turn, allows them to become part of the history of art.
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)