Discretionary portfolios place day-to-day management in the hands of our investment team, within a clear mandate agreed with you. We design and manage a portfolio on your behalf, keeping you regularly informed through detailed reports and periodic reviews.
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Active investment and clear guidance
Many of our clients reached a point where their finances no longer felt simple. They built companies, received equity, acquired property in different countries, or began thinking about succession, with the result often being a collection of assets and obligations that is not easy to organize on their own.
Mevus Capital serves clients in many jurisdictions, focusing on individuals and families whose financial lives have become more complex over time. Our role is to bring structure to this reality, connect the different elements, and help you make decisions that support your plans over many years.
Tailored services to optimize and protect your wealth
Long-term support dedicated to your wealth:
- Discretionary portfolio management – active management of investments according to a strategy defined together with the client.
- Financial advisory – personalized support for specific issues related to assets and projects.
- Wealth planning – holistic organization of your wealth to ensure consistency and long-term durability.
- Retirement planning – implementing suitable solutions to secure future income.
- Estate planning – designing strategies to transfer wealth under the best possible conditions.
- Alternative investments – access to a selection of exclusive opportunities outside traditional markets.
- Corporate and entrepreneur advisory – strategic support for structuring and developing business activities.
Responsible investing and sustainability:
At Mevus Capital, responsible investing and sustainability are not treated as separate categories; they are integrated into all of our research and day-to-day practices. When assessing opportunities, we analyze financial data alongside environmental, social, and governance factors.
These dimensions directly influence long-term risks and opportunities. They form an essential part of our judgment and our investment approach.
Active investment in real businesses:
At Mevus Capital, we believe that owning businesses directly is one of the most effective ways to participate in global growth. Our portfolios are built primarily with direct investments in listed equities, complemented by other instruments where they make sense for your objectives and risk profile.
Getting to know
Mevus Capital
Mevus Capital is a wealth and investment management firm built on strong, long-term relationships of trust. We support individuals and their families through an in-depth review of their wealth, identifying what truly matters to them, and developing a financial strategy that supports their projects over the long term.
Our teams favor a thoughtful investment approach, structured organization, and prudent risk management. We aim to make our advice clear and transparent, so that every client has a clear view of their situation and can move toward their objectives with confidence.
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Our services:
The services offered by Mevus Capital are designed to work together in a complementary way: from portfolio management and wealth strategy to succession considerations and support for entrepreneurs. This holistic approach enables you to organize your wealth effectively and guide you toward clearly defined objectives within a secure and transparent framework.
Discretionary portfolios
Advisory portfolios
Advisory portfolios allow you to remain closely involved in every investment decision while benefiting from our research and analysis. We highlight opportunities, support you in assessing the risks, and enable you to decide with confidence which transactions to carry out.
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Wealth planning
Wealth planning helps you make sense of what you own, what you owe, and what you want your money to achieve. Together, we build a practical plan that links your assets to the life you want to support.
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Retirement planning
Retirement planning focuses on turning accumulated savings and investments into a reliable, flexible income. We help you understand what your assets can support and how to structure them for the years ahead.
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Estate planning
Estate planning brings clarity to how your assets will be shared and managed in the future. We work alongside your legal and tax advisers to align your intentions with the structures and plans you put in place.
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Alternatives
Our alternatives service provides selective access to private equity and structured solutions when they serve a clear purpose in your plan. We pay close attention to risk, liquidity, and how each fits with your core portfolio.
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Corporate advisory
For founders, owners, and senior executives whose wealth is closely tied to a business. We help you understand your company-related exposure, prepare for major events, and connect corporate decisions with your personal and family goals.
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Our services
We provide portfolio management, planning, and advisory services for clients with growing financial complexity. From investing and retirement to estate and business events, we help you bring structure to your wealth.
Read moreStay connected with Mevus Capital
Whether you already work with Mevus Capital or are just getting to know us, this is where you can take the next step. You can log in to manage your existing relationship or reach out to start a new conversation about your situation.
Client area
Use the client area to see your portfolios, check recent activity, and download important documents in one secure place, whenever it suits you.
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Get in touch to ask a question, request a callback, or discuss whether our services might be a good fit for you.
Read morePractical information about working with Mevus Capital
What does Mevus Capital do?
Mevus Capital provides portfolio management, wealth and retirement planning, estate and succession planning, access to selected alternatives, and corporate and entrepreneur advisory services.
Who are your services designed for?
Our services are aimed at a diverse range of clients: entrepreneurs, business owners, families, early-stage investors, and senior executives.
Is there a minimum amount required to work with you?
We typically work with clients who have a meaningful level of investable assets and a degree of financial complexity. Specific thresholds and arrangements depend on your situation and on the services required.
What is the difference between discretionary and advisory portfolio management?
In discretionary portfolio management, you agree on a mandate with Mevus Capital, and we make investment decisions on your behalf. In advisory portfolio management, we provide ideas and analysis, and you make the final decisions.
Can you work with clients who live in more than one country or who plan to relocate?
Many of our clients have an international element to their lives. We assess each case individually and consider how living in more than one country may affect your investment and planning strategy.
What information and documents will I need to provide to open an account?
Typically, we need identification documents, proof of address, basic information about your financial situation, and details about the source of funds and source of wealth.
Can I transfer an existing portfolio from another firm to Mevus Capital?
In many cases, we can help you review your current holdings, decide whether they should be transferred as they are or sold, and coordinate the transfer with your existing provider, where permitted. The exact process depends on the institutions and jurisdictions involved.
How often will we review my situation and portfolio together?
We agree on review frequency with you at the start of the relationship, based on your preferences, with the option to speak more often if there are significant changes in markets or in your personal circumstances.
Can I view my portfolio online?
Yes. Existing clients can access their portfolios through our secure online portal. If you need help with login details or have questions about what you see, our team will assist you.
How do you handle my personal information?
We collect, use, and store personal data to provide our services and comply with legal and regulatory requirements. We apply standards that reflect applicable local regulations, international data protection rules, and other relevant frameworks.
If your question is not covered
If your question is not answered here or your situation is more specific, you can contact us via the Contact page or request a callback. We will respond with information that is relevant to your circumstances and clarify whether and how we can assist you.
