Yad Capital Ag
Welcome to Yad Capital AG's LinkedIn page! As a boutique Family Office our Wealth Management Dashboard service is tailored to meet the specific financial needs, desires, and goals of our clients and their loved ones. We work closely with our clients to develop a strategic plan, considering asset allocation across real estate, managed portfolios, and private companies. We guide clients throughout the implementation process and ensure ongoing maintenance and adjustments to the plan to align with their evolving financial goals. Through our On-Line platform our clients remain up to date with a consolidated live view on their total assets, domestic or abroad. At Yad Capital AG, we offer Multi Asset Investment Management and a unique approach to Actively Managed Certificate (AMC) structuring for Alternative Investments. As a FINMA licensed Swiss asset manager, we provide investors with a running alternative model for accessing constrained funds. Join us on this exciting journey as we create innovative investment solutions and empower our clients to achieve their financial objectives. Connect with us to explore collaboration opportunities and discover the potential for growth and success in the world of investing. The contents of our posts and publications are disseminated exclusively for informational purposes and shall not be interpreted as an offer, endorsement, or solicitation to engage in the buying or selling of any financial instruments or the execution of financial transactions. The information and opinions set forth in these materials reflect our perspectives at the time of publication and are subject to potential modifications without prior notice.
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
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Damján D. Csiba
Multi Asset Portfolio Manager · Finance & Accounting
EmailPhone - JH
Jeremy H.
Senior Wealth Manager · Finance & Accounting
EmailPhone - DS
Dan Stemmer
Private Wealth Management Specialist · Finance & Accounting
EmailPhone - YA
Ygal Abergel
Managing Partner · Finance & Accounting
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Top roles at Yad Capital Ag
4 distinct titles indexed · top 4 shown.
- 1managing partner
- 1multi asset portfolio manager
- 1private wealth management specialist
- 1senior wealth manager
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