Our services

Become a client – This is what our cooperation with you looks like

Six steps for a successful long-term investment:

Step 1: Analysis

We would like to get to know you personally! Together we will clarify where you stand, what your needs are and what goals are important to you. Then it’s our turn: we document your wishes in the form of a well-founded analysis.

Step 2: Conception

On the basis of our jointly developed analysis, we work out a suitable investment concept for you. The next step only follows once all your questions have been answered and you have “approved” the concept.

Step 3: Opening an account

You grant us power of attorney so that we can invest on your behalf via a bank of your choice. Point Capital will open an account for you at this bank – in your name, of course. We then implement the investment strategy you have authorized and make the agreed investments.

Step 4: Active portfolio management

We monitor your investments on an ongoing basis and make immediate adjustments in the event of relevant market changes.

Step 5: Regular information

You know where your money stands at all times: Your personal contact at Point Capital is reliably available for you. You also receive a detailed report on your assets four times a year.

Step 6: Agile management

We are in contact with you and act quickly if your needs and goals change. Agile experts: In line with your objectives, we exploit opportunities for you in every market situation and reduce potential risks.

Our investment solutions for every need

We set high standards for ourselves as asset managers when it comes to investing. Our credo is: “Quality investing”. Point Capital’s selection of investments meets the highest standards of transparency, quality, security and liquidity. This solid basis, combined with our active approach, increases the security and success of your investment.

Our investment solutions are based on our own proven models and not on emotions.

Jules Kappeler, CEO & Founder