Who We Are
Milton Cambridge Capital AG is a Swiss tax-transparent wealth management company and family office based in Zurich. It was established in 2013 by a Canadian-British citizen entrepreneur with vast experience in practical aspects of private business investments, capital and asset management.
A Proven Approach
The mandate of this private single-family office is to invest in commercial properties located primarily in the cantons of Zurich, Lucerne, Zug and Schwyz and make suitable investments in the capital markets to assure a long-term preservation and growth of wealth of the founding family. All investments in our portfolio pass through a rigorous assessment for suitability and sustainability. Selected investments have to conform to the strategic multi-generational investment and wealth management plan adopted by the family office's shareholders. Our current mix of assets encompasses solid Swiss income-generating properties and investments in major public companies, mutual funds and ETFs listed on the US, Canadian, UK, Swiss and EU capital markets.
How Do We Do It?
The office is run by a small team of business specialists who have extensive professional experience in accountancy, financial advisory and management of properties and other types of assets in Switzerland. This team takes pride in being able to leverage their knowledge and past professional experience to keep the business of the family office on the path of continued success. This does get achieved by pulling advice when necessary from a close-knit and coordinated network of other Swiss and international advisors, who all share the common vision of maintaining a steady path of balanced economic growth over long periods of time.
Positive Changes
As the global shift to all digital and AI accelerates, our family office has seized the opportunity to modernise and future-proof its operations. Vast amounts of data pertaining to our family office are being handled now by an operational infrastructure that sits in the cloud. This positive change has profoundly improved our internal governance and administration. We will always continue to invest in our knowledge and operations to stay at the forefront of new changes in high-tech that are capable of adding efficiency and productivity to our business model.