Private Wealth · Est. MMXIX

Capital, stewarded with conviction.

We partner with discerning families, foundations, and institutions to preserve and compound wealth across generations through a disciplined, research-led investment process.

$556M
Assets Under Management
7
Years of Stewardship
98%
Client Retention
28
Investment Professionals
AUM $556M
Markets covered 38
Avg. holding period 5.7 yr
Active share 85%
Client retention 98%
Office Zurich
Est. 2019
AUM $556M
Markets covered 38
Avg. holding period 5.7 yr
Active share 85%
Client retention 98%
Office Zurich
Est. 2019
Trusted by

Families, foundations, and institutions across fourteen countries.

Eldridge Foundation
Whitfield Family Office
Asterion Endowment
Brunswick & Co.
Halberd Trust
Carrington Estate
Vermillion Holdings
Pemberley Foundation

Client names anonymised. Logos illustrative of relationship character, not endorsements.

Our Approach

Four principles, one philosophy.

We believe the best returns are earned by patient investors, not by frequent traders.

Fiduciary First

We sit on your side of the table. Always. No proprietary products, no hidden incentives.

Disciplined Process

A research-led investment process refined over seven years and many market cycles.

Global Perspective

Direct coverage across North America, Europe, and Asia from a single Zurich headquarters.

Integrated Solutions

Investment management, alternatives, real estate, and multigenerational wealth planning, under one roof.

A Long View

"The forest does not hurry, yet everything is accomplished. Capital answers to the same patience."

Aguilar Investment Letter, 2024
Craft

Seven years. One discipline.

We do not chase fashions. We do not promise miracles. What we offer is the slow, deliberate work of researched conviction, refined across countless cycles, applied without exception.

Every recommendation passes through the same rigour: a thesis written down, a risk articulated, a price at which we change our mind.

Read our story
Aguilar Capital has been instrumental in preserving and growing our family's wealth. Their disciplined approach and personalized service exceed every expectation.
Private Family Office·Zürich, Switzerland·Client 6 years
More client perspectives
Begin a conversation

A relationship begins with a single conversation.

Speak with one of our partners about your investment objectives, family circumstances, and the role we might play.