PRESERVING WEALTH – ENHANCING PROSPERITY

Our Conviction

Every Wealth tells Its Own Story

Wealth is built through hard work or inheritance, economic success, or fortunate circumstances. But one thing remains constant: behind every wealth are individuals with unique needs and expectations.

Recognizing and understanding these, requires attentive listening—not as a one-time task but as an ongoing process. For this reason, continuity and long-term guidance in advisory services are of great importance to us, spanning across generations.

The globally interconnected financial markets are often hectic and turbulent, with complex interrelationships and a continuously growing array of financial instruments.

With our expertise and years of experience, we navigate through these demanding and dynamic environments with calm and foresight, ensuring successful outcomes for you. At the heart of our approach are our core values: “Preserving Wealth – Enhancing Prosperity.”

Our Philosophy

Independence

In selecting markets, sectors, and securities, we operate entirely independently of bank opinions and products, consistently avoiding conflicts of interest.

This independence forms the cornerstone of a solid and coherent investment strategy, always aligned with the best interests of our clients.

It is what sets Cresta Capital Partners apart.

Discipline

Consistent execution, diligent management, and regular review of portfolio structures are essential for long-term investment success.

The returns of a securities portfolio
depend significantly on its structure. We design this structure always in alignment with the personal goals and needs of our clients.

Security & Quality

Extensive and individually tailored diversification across regions, asset classes, and investment styles is crucial and significantly contributes to risk minimization.

We also place great importance on carefully selecting our partners and custodian banks. To ensure the highest level of quality, we focus on excellent direct investments and handpicked investment funds.

Since there is no perfect timing in wealth management, portfolio construction, and ongoing management are carried out through cautious and systematic investing.

Contact Us

Location Feusisberg

Cresta Capital Partners AG
Firststrasse 34
CH-8835 Feusisberg

Location Zürich

Cresta Capital Partners AG
Lindenstrasse 28
CH-8008 Zürich