About Sumus Capital
Created in 2015 aiming to offer long-term and stable performances, Sumus Capital is a Multi Family Office based in Geneva, Switzerland. Sumus Capital manages the wealth of its clients using a 360°approach, including all services that they may need, thanks to a large network of Swiss professionals (lawyers, tax specialists, banks, concierge services & others).
Sumus Capital manages assets with five principles in mind:
Keep It Simple
All academic studies as well as experience show that performance is mainly driven by right allocation decisions. It is not worth looking for exotic fantastic products. Allocation between bonds, equities and the choice of currencies is always central. Other factors may play a positive role, but should the allocation be wrong, then performance will not follow.
Knowledge of Our Investment World
We believe we have good skills in strategy and bonds management. Exposure to other asset classes will be taken mainly via ETFs or third party funds.
Understand Our Client’s Goals and Risks Appetite
We are convinced that most of the discontent in the relationship between client an asset manager results of a misunderstanding of the client’s expectations. During the first meetings with ours client, we spend a lot of time getting a better understanding of what they look for. We may refuse a mandate if the objective appear unrealizable to us or if we think we do not have the appropriate approach/knowledge to meet the client’s goals.
Complete Transparency in Our Relation With the Client
We do not get any retrocessions nor kick-backs from custodian banks or from anyone else. Our income is generated by the fees paid by the clients.
Align Our Interests With the Ones of the Client
Assuring the right financial guidance means connecting with each client. We are a team of experts offering personalized services built upon a foundation of sincerity.
We listen and understand your expectations to ensure you gain the full benefits of our expertise.