Levert Capital was established on the belief that family achievement arises from trusted relationships, confidentiality and crafting durable structures for prosperity, not just from numbers on a balance sheet. Our approach is shaped by both strategic insight and a profound respect for the stories, values and aspirations that define each of the families we serve. We believe our primary role is to provide the structure and conviction necessary to protect a legacy, allowing it to flourish for generations.
Our founder, Alaric Steiner, began his career with a deeply international perspective, starting his studies at Sciences Po in Paris before honing his expertise with a Master’s degree from ETH Zurich. He brought this global view to the Swiss private wealth management team at the Pictet Group, where he spent over a decade advising some of Switzerland’s most established families. It was there he perfected the art of integrating analytical rigour with the discretion and personal commitment of a true partner.
The recent passing of Alaric was a moment of profound reflection and recommitment for our firm. His vision was the blueprint for Levert Capital, and his principles remain the bedrock of our identity. He led with a clear-sighted conviction and an unwavering dedication to the families he served. We honour his memory by continuing the work he began, guided by the conviction and integrity he instilled in all of us.
Looking ahead, the purpose of Levert Capital is clearer than ever. We remain unwavering in our mission to be the firm that not only preserves and grows wealth but also cultivates resilience and reinforces purpose. We are dedicated to evolving alongside the families we serve, anticipating the challenges of an increasingly complex world, and ensuring the legacies entrusted to our care endure.
Levert Capital’s team is composed of seasoned professionals who draw upon their specialised expertise and the firm’s comprehensive resources to assist families across every facet of their financial world.
We are independently owned by the partners of the firm and select founding families. This structure frees us from external pressures which allows us to focus on the cultivation of profound, multi-generational partnerships. Our boutique character ensures our counsel is always personal, and our focus remains entirely on the families we serve.
Our Investment Management group provides a full suite of sophisticated investment solutions, leveraging an open architecture model to access premier managers. Levert Capital’s Real Estate Advisory team operates a unique platform to source, underwrite and manage direct property investments, while our Family Office Counsel delivers consolidated reporting, strategic philanthropy and governance services.
The solutions we recommend are guided by the best interests of our families. Our fee structure is defined by its clarity and integrity, free from the hidden costs or product-based incentives found elsewhere.
Discretion is the principle upon which our partnerships are built. The families we serve entrust us with the full confidence that their affairs will be handled with the utmost privacy. This commitment is absolute to our firm’s culture and operations, ensuring a sanctuary of confidentiality.
To explore how Levert Capital can serve your family’s future, we invite you to reach out in confidence.