Climber Capital SA
Climber Capital SA is an independent, Swiss-owned wealth management boutique headquartered in Nyon, Vaud, Switzerland. Founded by experienced portfolio managers, the firm specializes in personalized and efficient private asset management for private and institutional clients both in Switzerland and internationally. Climber Capital is supervised by the Association Romande des Intermédiaires Financiers (ARIF) and FINMA, and is also registered as a foreign investment adviser with the US SEC. Their leadership has over 20 years of experience in investment management, and the firm employs fewer than 25 people.
Investment Strategy
Climber Capital SA delivers bespoke asset management, focusing on sophisticated, risk-adjusted investment solutions tailored to each client’s needs, objectives, and expectations. The firm limits the number of client relationships to ensure responsiveness and individualized attention, working in total independence to generate research and investment ideas. Their process-driven portfolio management aims to optimize costs and control the entire investment process, utilizing a broad network of experts for comprehensive wealth solutions.
Top Holdings
Equity Positions (65)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | Vanguard S&P 500 ETF | 9.68% | $15.1M | 27,225 | $538.44 | $568.03 | +$3.4M |
G GLD | SPDR Gold Trust | 7.89% | $12.3M | 43,444 | $242.99 | $304.83 | +$1.6M |
S SHV | iShares Short Treasury Bond ETF | 5.65% | $8.8M | 100,295 | $110.13 | $110.42 | +$772.2K |
S SPSB | SPDR Portfolio Short Term Corporate Bond ETF | 5.32% | $8.3M | 279,794 | $29.88 | $30.19 | +$1.2M |
S SDY | SPDR S&P Dividend ETF | 3.92% | $6.1M | 46,537 | $132.70 | $135.73 | +$931.0K |