Focused on you – our discerning client. Grounded in solid experience and integrity. Driven by heart.
At Schwaben Capital Group, Albrecht Weller, CFA and Martin Hafele, MBA,
are your trusted guides.
Albrecht Weller, CFA, president of Schwaben Capital Group Limited. Albrecht Weller’s background in investment and merchant banking has provided him with the skills and contacts to assist Schwaben’s clients with more than just asset management however also with assistance in their private businesses or their corporations. Albrecht’s experiences range from private placement financings to mergers and acquisitions and public company debt and equity financings.
Martin Häfele is Vice President of Schwaben Capital Group Limited. Martin is also on the investment committee of the Schwaben Investment Counsel. In addition, Martin has been a senior executive during the past 20 years and he is a partner of the global family company that ranges over 40 countries. Martin is currently a director of Häfele Canada, a shareholder of Häfele America and a partner in the global company, Häfele GMBH & CoKG. Mr. Häfele holds an MBA from University of Toronto’s Rotman School of Management.
We know that monitoring your financial affairs is an ongoing process, so doing that work continually is our fundamental commitment to you. We are able to focus on quality and service because we combine our in-depth professional knowledge with our sincere care and concern for our clients’ well being and financial success. Investment advice is only part of what we offer; personal relationships and customized solutions set us apart. Truly, we are in this together.
As we’ve built our expertise over many years, we’ve gained exposure to and insight into the hearts and minds of our affluent clientele. We have the sophistication you expect, as well as a down-to-earth style that makes you feel like you’re a part of the team.
Here we conduct a thorough review of your circumstances, needs, and goals in order to develop a personalized portfolio. Every day, we live by these success factors: extensive research, long-term value, diversity, and proven performance. Strategic planning and client engagement are key for all our partners, whether high net worth individuals and families, corporations, trusts, foundations, or endowment funds.
This sister company acts as a separate estate and financial planning arm for entrepreneurs and senior executives. Here we’re talking about insurance, managing risk, and preserving the capital you’ve worked hard to achieve.
In this division we help entrepreneurs in transition. They may need capital financing, or help selling a company, or support in mergers and acquisitions. Small to mid-sized companies need investment banking support but often can’t get it from the big guys. Because we’re building long-term relationships with our clients, we are uniquely positioned to help them raise capital, and make the transition from private to public. As always, we’re research-based, hands-on, and focused on you.