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Caputo & Partners AG — Finanzberatung in Zürich

№2 · Financial Advisors Zürich

Caputo & Partners AG logo

Caputo & Partners AG

5.0(191)Ratings via GoogleFinancial Advisor

About Caputo & Partners AG

Caputo & Partners AG is a renowned boutique law firm based in Zürich that specializes in international wealth management and asset protection. Thanks to over 30 years of experience in the international financial world, the founders and lawyers, in particular Enzo Caputo, have developed a deep understanding of the needs of wealthy clients. The firm specializes in solving complicated problems relating to banks, wealth management, and international taxes. Its goal is to ensure that clients' assets are protected and that they gain access to the best financing and investment opportunities.

The services offered range from opening Swiss bank accounts to wealth management and complex inheritance matters. For international clients who want to move to or invest in Switzerland, Caputo & Partners offers tailor-made strategies for tax optimization and the acquisition of second residences through programs such as the Golden Visa and lump-sum taxation.

The Caputo & Partners AG team is known for its flexible and fast solutions. The firm places great value on personal contact and client service, which is reflected in the consistently positive reviews from its clients. In addition, particular attention is paid to educating the next generation with regard to wealth management, in order to ensure that the accumulated wealth remains protected in the future as well.

In their work, the lawyers distinguish themselves not only through legal knowledge but also through extensive knowledge of banking. This enables them to advise clients effectively even within the complicated structure of the Swiss banking system. The firm receives support not only from the clients themselves but also through a strong network with far-reaching connections in the financial world. Caputo & Partners AG has established itself as the first choice for international clients who place value on tailor-made and trustworthy advice in banking and financial law.

Services

Opening Swiss bank accounts
Resolving frozen, inherited or dormant accounts
Wealth management and asset protection
Tax optimisation, including lump-sum taxation in Switzerland
Relocation services
Golden Visa and investment citizenship programmes (Portugal, Italy, Spain)
Company formation in Switzerland

At a glance

Founder Enzo Caputo, a former UBS international tax lawyer with over 30 years of experience in private banking and international tax law
Over 600 Swiss bank accounts opened, 357 inheritance cases resolved, more than 80 dormant accounts recovered
Direct access to the CEO from day one, a zero-conflict-of-interest policy and an emergency hotline

Opening hours

Opening hours
Monday09:00 – 17:00
Tuesday09:00 – 17:00
Wednesday09:00 – 17:00
Thursday09:00 – 17:00
Friday09:00 – 17:00
SaturdayClosed
SundayClosed

Address & contact

Talstrasse 20, 8001 Zürich

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Key facts

Caputo & Partners AG (Financial Advisor) is located at Talstrasse 20, 8001 Zürich. On Google, Caputo & Partners AG is rated 5.0 out of 5 from 191 reviews. Opening hours: Mon–Fri 09:00–17:00, Sat–Sun closed. In the Hero Score for financial advisors in Zürich, Caputo & Partners AG ranks 2 of 17.

Address
Talstrasse 20, 8001 Zürich
Google rating
5.0 / 5 (191 reviews)
Opening hours
Mon–Fri 09:00–17:00, Sat–Sun closed
4 more facts
Services
Opening Swiss bank accounts, Resolving frozen, inherited or dormant accounts, Wealth management and asset protection
Hero-Score
Rank 2 of 17 in Zürich
Category
Financial Advisor
Website
swiss-banking-lawyers.com

Source: CityHero directory, ratings via Google · data as of August 2026.

Frequently asked questions

What is the address of Caputo & Partners AG?

The address is Talstrasse 20, 8001 Zürich. CityHero lists 17 financial advisors in Zürich in total.

What do Google reviews say about Caputo & Partners AG?

Google users give Caputo & Partners AG an average of 5.0 out of 5 stars (191 reviews). The average of 17 rated financial advisors in Zürich is 4.7, so Caputo & Partners AG is above.

Which services does Caputo & Partners AG offer?

The services of Caputo & Partners AG include Opening Swiss bank accounts, Resolving frozen, inherited or dormant accounts, Wealth management and asset protection, Tax optimisation, including lump-sum taxation in Switzerland and Relocation services. 6 services are listed in total.

When is Caputo & Partners AG open?

Caputo & Partners AG is open as follows: Mon–Fri 09:00–17:00, Sat–Sun closed. It is open 5 days a week and closed on Saturday and Sunday.

How does Caputo & Partners AG compare with other Financial Advisors in Zürich?

In the CityHero Hero Score, Caputo & Partners AG ranks 2 of 17 Financial Advisors in Zürich. The score weighs Google rating and review count, request activity and profile completeness.

How do I get a quote from Caputo & Partners AG?

By phone on 043 508 24 59. Website: swiss-banking-lawyers.com. You can also send Caputo & Partners AG a free, no-obligation request via CityHero.

Hero Score

Excellent
70Hero Score
Rating43/45
Review count14/20
Profile quality13/15

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