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We are a Swiss External Asset Manager sourcing and managing
global investment solutions and opportunities.

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JAR CAPITAL GROUP IN A FEW FIGURES

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WEALTH MANAGEMENT

Through our years of expertise in the Swiss banking industry, an essential principle has emerged

“To truly help our customers,
we must act with an agile and independent approach.”

We adopt a global, independent, and tailor-made wealth management approach. We manage our clients' assets proactively and with foresight. We carefully observe the markets, anticipate trends, source opportunities, and develop individual solutions. Our approach allows us to protect and grow the wealth of our customers in a sustainable manner. We protect your capital and manage your assets with the aim of generating long-term performance.

Our Vision

Large institutions' structures are overly rigid and incompatible with tackling today's economic challenges.

At JAR Capital, we believe that individual commitment and independence is the key to our performance.

Our Approach

Our Swiss heritage and our expertise in finance guide us on a daily basis to be at the forefront of our sector.

OUR PROCESS AT A GLANCE

Our Swiss heritage and expertise in finance guide us on a daily basis.
Our strategy to remain at the forefront of our sector is to make our clients success our success.

AUTONOMY

We use a select group of the world's leading private banks as custodians to securely hold and protect our clients' assets.

INDEPENDENCE

Through an open architecture, we remain independent of any bank, service, or product.

PERFORMANCE

Our assets under management continue to grow allowing us to secure better conditions from our service providers to our clients. Our team of financial advisers brings to our clients the best of JAR.

INVESTMENTS

Based on Swiss traditions, we offer a wide range of exclusive and modern opportunities to our clients.

At JAR Capital, we are a wealth management boutique firm with a client-centric approach.

TYPE OF INVESTMENT ADVICE

Wealth management with the support of an experienced partner.
JAR Capital actively supports its clients in managing their wealth based on discretionary or advisory mandates.

DISCRETIONARY MANDATE

We are your experienced partner and together we will implement a solid investment strategy. In this context, you want to position your portfolio in the medium to long term while taking advantage of the investment ideas and recommendations of our investment specialists. Active risk monitoring is one of your essential requirements, just as you want to be informed quickly of any developments on the market or in your portfolio so that you can plan the measures to be taken as quickly as possible.

ADVISORY MANDATE

You prefer to choose for yourself how much, when and where to invest. But you also want to benefit from the knowledge and recommendations of our analysts and investment experts. Our Investment Advisory is therefore made for you.

JAR FAMILY OFFICE

REAL ESTATE ASSET MANAGEMENT

JAR supports its clients with the purchase, sale, and administration of the real estate. The JAR team coordinates with tax experts and real estate professionals to establish appropriate legal and tax structures.

In addition, JAR applies the same principles and rigor to the administration of boats, planes, and works of art.

ADMINISTRATIVE SUPPORT

Through our concierge services, JAR assists families in the management and administration of their wealth.

ESTATE PLANNING

JAR assists families in identifying essential goals and constraints to establish governance structures and with it anticipate and avoid inheritance-related issues.

OFFRE POUR RÉSIDENTS SUISSES

Une approche globale pour nos clients résidents suisses


Notre métier ne se limite pas à gérer une partie de l’épargne de nos clients. Afin d’offrir un conseil optimal, en particulier à nos clients résidents suisses, nous nous devons de comprendre la situation patrimoniale globale de nos clients, ainsi que leurs objectifs et leurs enjeux. Cela nous permet de les aider à choisir une stratégie de gestion de fortune adaptée à leur situation, efficiente sur le plan fiscal, mais aussi d’optimiser et de planifier leur structure financière globale, comprenant leurs avoirs mobiliers et immobiliers, leurs avoirs de prévoyance et éventuellement leur entreprise.

GESTION FISCALEMENT EFFICIENTE

Nous investissons les avoirs de nos clients sur les marchés internationaux et nous attachons une importance particulière à l’impact fiscal de ces investissements pour nos clients, afin de leur fournir une performance nette après impôts optimale.

ENTREPRENEURS ET INDÉPENDANTS

Les entrepreneurs et les indépendants ont des besoins spécifiques en termes d’optimisation fiscale, de planification financière et de transmission d’entreprise. Nous les accompagnons pour gérer et optimiser la relation entre leur entreprise et leur situation privée sur la durée. Grâce à nos partenariats avec des institutions de prévoyance, nous leur permettons de mettre en place des solutions de prévoyance sur mesure, leur permettant d’optimiser leur structure financière globale, ainsi que celle de leur entreprise. Ces outils de prévoyance leur permettent non seulement d’améliorer leur retraite, mais également d’optimiser et de préparer leur entreprise en vue d’une transmission, tout en gardant le contrôle sur ces avoirs de prévoyance et en optimisant leurs rendements.

PLANIFICATION FINANCIÈRE

Réaliser un état des lieux de votre structure financière actuelle et définir vos besoins, vos projets et vos objectifs financiers pré- et post-retraite vous permettra de planifier votre situation financière avec précision. Cette planification financière sera une feuille de route qui vous aidera à prendre les bonnes décisions au bon moment et à appréhender votre futur avec sérénité.

UN PARTENAIRE POUR VOS PROJETS IMMOBILIERS

De l’acquisition d’un bien immobilier à son financement, nous vous accompagnons du début à la fin dans tous vos projets immobiliers en toute indépendance. Nous pouvons vous conseiller sur la meilleure structure de financement, que ce soit par le biais d’un crédit lombard, qui vous permet de garder vos actifs investis, ou par le biais d’un prêt hypothécaire. Grâce à notre réseau de partenaires, nous pourrons trouver pour vous les meilleures conditions de financement.

JAR DIGITAL

Jar Digital is a 100% Swiss made software to Wealth Management - one that really simplifies your life.

The software interfaces with more than forty banking establishments in Switzerland and worldwide in order to manage the flow of your accounts and securities on a single platform. With just a few clicks, you can access comprehensive reports from your apps and aggregate multiple data from different environments.

Designed and developed in Switzerland, JAR Digital software meets the security and confidentiality standards required by our customers. In the Wealth Management sector, we know that each structure has its own organization and management architecture.

The great flexibility allows us to offer each client a personalized solution, both in terms of functionality.

Download your JAR Capital personalized App

Contact

Consolidate your assets, bank accounts, your real estate or even yachts and automate as many tasks as possible.

OUR TRUSTED PARTNERS

JAR (Switzerland) S.A. is authorised to act as financial intermediary according to Art.2 para 2 let. a bis, Anti-Money Laundring Act (AMLA).

Custodian Banks

Pictet
Lombard Odier
ubs
Juluis Bar
UBP
EFG
Societe Generale
Societe Generale
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ABOUT JAR (Switzerland) S.A.

JAR Capital offers tailor-made financial advice and services to Swiss and International customers. JAR (Switzerland) S.A. is incorporated under Swiss law. The company is fully owned by its employees without any external shareholders. JAR (Switzerland) S.A. is governed by the board of directors and the management team. JAR Capital London and Gibraltar are fully independant and have no shares nor management functions within JAR (Switzerland) S.A.

The company is audited by BDO S.A. and regulated in Switzerland under the Swiss code of conduct and the law on Anti-Money Laundering (LBA). JAR (Switzerland) S.A. is currently supervised by the Swiss Association of Wealth Managers (AOOS). From 2017 to 2019, JAR (Switzerland) S.A. was directly affiliated to the Swiss Financial Market Supervisory Authority FINMA.

WHO ARE WE

JAR (Switzerland) S.A. is a regulated External Asset Management firm, authorised in May 2016.

WE ARE DIFFERENT

Our approach is different
Our mindset is unique
We are experts
We are independent

WE BELIEVE

In today’s world of tremendous challenges, traditional banking has become too big to care. Therefore, at JAR Capital we believe that individual commitment is the key to independence, proximity and performance.

Our Team

AllManagementWealth ManagerClient SupportInvestment AdvisoryLegal & Compliance

CONTACT US

ADDRESS

14 rue du Rhône
1204 Geneva
Switzerland

PHONE NUMBER

+41 22 900 1071
+41 22 900 0995

OUR NEWSLETTER

Les vents contraires se lèvent

Partout dans le monde, le danger de récession augmente sensiblement. L’inflation, quant à elle, continue de grimper. C’est contre cette dernière que les banques centrales semblent vouloir concentrer leurs efforts. La banque centrale américaine ne pourra pas desserrer son étau monétaire tant que les attentes en matière d’inflation auront marqué le pas. Assurément, les marchés doivent désormais faire face à de nombreux vents contraires.

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