Geneva — Switzerland — Since 2004
Wealth management,
tailor-made
Capitelia Invest S.A. is an independent asset manager based in Geneva since 2004. We tailor every investment to your objectives, your investment horizon and your risk tolerance.
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20
Years of experience
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100
Independent
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CHF
Swiss financial centre
About us
An independent firm dedicated to your wealth
“Your wealth is the product of a personal and professional history. We respect it.”
Capitelia Invest S.A. was founded in 2004 by Patrice Fabre, a self-taught financier who worked for American and French banks in wealth management and investment fund structuring. Patrice Fabre has retained the loyalty of clients whose assets he has managed independently ever since.
The firm takes its name from the capitelles — the small dry-stone huts that shelter shepherds among the vineyards of Languedoc. Capitelia embodies that same philosophy of balance and solidity. Built from local stone with perfect logic and equilibrium, these structures provide shelter whatever the conditions, without needless ornament.
Based in Geneva, an internationally recognised financial centre, Capitelia is your partner in the search for wealth, succession and tax solutions — life insurance policies, managed accounts and investment vehicles in Switzerland, Luxembourg and beyond. We issue several management reports each year and remain permanently available to our clients.
As a member of HUB+ (formerly GSCGI), we uphold the highest professional conduct standards in the industry.
Book a meetingWhy Capitelia?
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Fully independent since 2004
No banking affiliation, no conflicts of interest. Like the capitelles: solid, and without artifice.
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Bespoke management
Every portfolio is unique, built around your objectives and your risk profile.
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Discretion and confidentiality
Professional secrecy and the protection of your data sit at the heart of how we work.
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Responsiveness and constant monitoring
We anticipate market developments in order to protect and grow your wealth.
Our solutions
Services designed around your situation
From traditional portfolio management to the digital economy, we cover the full wealth spectrum with the same rigour and the same independence.
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Discretionary management
A management mandate built around your risk profile, your objectives and your investment horizon. Regular reviews and transparent reporting.
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Family Office
End-to-end support for your family wealth: asset consolidation, estate planning and coordination with your lawyers and notaries.
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AMC structuring
Bespoke Actively Managed Certificates — structured products aligned with your investment convictions, actively and transparently managed.
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Digital asset management
Several solutions depending on your profile: discretionary management, investment advisory and consulting, for private and professional clients alike. Digital assets integrated into your overall wealth strategy, backed by genuine blockchain expertise.
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Wealth management
Rigorous selection of the best funds, securities and structured products. Dynamic asset allocation driven by market conditions.
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Advisory and support
Continuous economic, tax and legal monitoring. We guide you through every significant wealth decision with objectivity and expertise.
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Our values
What guides every decision we make
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Commitment
We invest ourselves fully in the success of your wealth strategy, with the constancy of a long-term partner.
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Integrity
Complete transparency in our decisions, our fees and our recommendations. No conflicts of interest.
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Excellence
Rigour in analysis, in the selection of investments and in the ongoing monitoring of your portfolio.
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Creativity
The ability to identify opportunities where others see only constraints. Innovation in the service of returns.
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Responsiveness
In a financial world in constant motion, we anticipate and act quickly to protect your interests.
Our team
Professionals at your service
A multidisciplinary team combining financial, legal and digital expertise in the service of your wealth.
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Patrice Fabre
Chief Executive Officer — Head of Portfolio Management
Founder of Capitelia, with more than twenty years of experience in private wealth management in Geneva.
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Xavier Pellaud
Board Member — Compliance
Responsible for compliance and internal procedures. Ensures that all regulatory obligations are met.
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Alain Jeangros
Board Member
Brings strategic and institutional expertise to the Capitelia board of directors.
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Odélia Fabre
Legal and Compliance Assistant
Legal and compliance support, monitoring of regulatory obligations and documentation.
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Florian Lefort
Portfolio Manager — Digital Economy
Specialist in the digital economy and digital assets within the team.
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Our commitments
Regulation, transparency and professional conduct
As a licensed independent asset manager, Capitelia complies with all legal and professional conduct obligations in force in Switzerland.
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Personalised service and comprehensive reporting
We make a point of meeting each client's expectations. Thorough monitoring and reporting, at the frequency you choose, with permanent availability.
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HUB+ member
Affiliated with HUB+ (formerly GSCGI), the leading Swiss association of independent asset managers since 1993.
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ARIF Code of Conduct
Strict compliance with the code of conduct of the Association Romande des Intermédiaires Financiers governing the profession of independent asset manager.
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AMLA and FINMA regulatory compliance
Rigorous application of the Anti-Money Laundering Act (AMLA) and of Swiss regulatory requirements (FinSA / FinIA). A licensed and supervised company.
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Independence and absence of conflicts of interest
No banking affiliation. Our recommendations are driven solely by our clients' interests, with no third-party remuneration.
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Data protection and confidentiality
Strictly confidential handling of all personal and financial information, in accordance with the Swiss Federal Act on Data Protection (FADP) and the GDPR.
Partners
A network built on trust
We work with partners selected for their expertise and their reliability.
Contact
Let's talk about your wealth
An initial confidential conversation, with no obligation, to understand your needs and introduce you to our approach.
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Email
contact@capitelia.ch -
Address
Geneva, Switzerland