Point Capital

Point Capital Group AG is an independent, owner-managed asset management firm headquartered in Switzerland. The firm specializes in providing comprehensive financial services to both private and institutional investors. Their core offerings include individualized asset management, tailored fund solutions, strategic pension asset structuring, in-depth portfolio checks, and meticulous retirement planning. Point Capital distinguishes itself through a systematic investment approach that combines fundamental and technical analysis, focusing on innovative quality companies and employing multi-asset and momentum strategies. They emphasize active risk management and are notably co-invested with a significant portion of their own family assets, aligning their interests directly with those of their clients.

The firm was founded in 2018 by Javier Garcia and Jules Kappeler. Javier Garcia, an entrepreneur and co-founder of the Swiss real estate asset manager Fundamenta Group, initiated Point Capital after experiencing dissatisfaction with conventional investment advice. He developed a proprietary investment strategy, integrating technical analysis to enhance returns and mitigate market fluctuations. Jules Kappeler, an internationally experienced manager from the Allianz Group, joined Garcia in the founding year, bringing extensive leadership and financial expertise to the firm. Their shared vision was to create an asset management company that offers transparent, rule-based, and personally tailored investment solutions.

While Point Capital Group AG focuses on active asset management and strategic investment, specific notable investments or portfolio companies are not publicly disclosed on their website. Their investment philosophy centers on identifying attractive markets and selecting high-quality securities through their proprietary analysis models, rather than highlighting individual portfolio companies.

The leadership team at Point Capital Group AG comprises highly qualified specialists with diverse and extensive experience in the financial industry. Key members include Javier Garcia, the Chairman of the Board and Founder, and Jules Kappeler, the CEO, CIO, and Co-Founder. Other partners such as Martin Peter (COO), Andreas Hubmann (Analysis & Research), and Gillian Hollenstein (Head of Multi Asset Fund Solutions) contribute expertise spanning marketing, operations, accounting, auditing, and multi-asset strategy management. The interdisciplinary Investment Committee further benefits from the insights of experts like Reinhard Stutz and Thomas Gebert, who bring backgrounds in engineering, physics, and macroeconomics to refine investment strategies.