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.
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.
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
ContactConsolidate 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).
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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 NEWSLETTER
MARKET GUIDANCE | Finance newsletter - October 2021
Will the US government be over in October?
After a strong recovery in activity at the beginning of the year, our economic indicators remain anchored in the recovery scenario, but with less vigor. The word “stagflation” has even made its way back onto investors’ radars, a mix of stagnant growth and inflation that is not conducive to good returns on risky assets. Even if we believe that this risk for 2022 is exaggerated, the prospects of less expansive monetary policies, concerns about US debt, fairly rich valuations of risky assets, and the risk of the real estate bubble bursting in China are all factors that lead us to be somewhat cautious in our investment management.