Capital Morand CAPITAL MORANDGENEVA

CAPITAL · WEALTH · BUSINESS RELATIONSHIPS

A visionfor the long term.

A wealth-focused approach.
An understanding of relationships.
Geneva.

Discover our vision
ROOTED IN GENEVA. OPEN TO THE HORIZON.01 — PERSPECTIVE

01 / OUR VISION

WHAT MATTERS ENDURES

Look further ahead.
Stay close
to what matters.

Wealth calls for a long-term perspective.
Relationships are built on trust.

Capital, wealth and business relationships: the same care for consistent decisions and meaningful dialogue.

PRIVATE CAPITAL

The family office spirit.

Preservation, consistency, succession. A perspective that considers capital over the long term and wealth as a whole.

A LONG-TERM PERSPECTIVE ON CAPITAL
BUSINESS RELATIONSHIPS

The right connection.

Business introductions begin with an understanding of each party’s interests. Relevant connections, clearly defined roles and carefully considered relationships.

CONNECTING PEOPLE AND PERSPECTIVES

02 / OUR PRINCIPLES

Discretion
as a culture.
Trust
as a standard.

Respect for confidentiality, clear roles and transparency of interests form the foundations of a professional relationship.

Ethics in business introductions (new tab)

03 / PROFESSIONAL RESOURCES

A clear framework.
Trusted reference sources.

Ethics, self-regulation and financial supervision: resources to understand the Swiss framework.

SO-FITSelf-regulation & prudential supervision (new tab) FINMASwiss Financial Market Supervisory Authority (new tab) Self-regulatory organisationsThe role of SROs within the Swiss framework (new tab) FedlexFederal Financial Services Act — FinSA (new tab)

External resources for information and guidance on Swiss regulations, obligations and laws.