Where Deep Conviction Meets Disciplined Value
We're long-term equity investors specializing in high-quality businesses. Our edge is deep fundamental research and patience—waiting for the market to undervalue excellence, then acting with conviction.
Our Investment Approach
Every share of stock represents ownership in a real business with real customers, real products, and real cash flows.
We believe wealth grows best when you think like a business owner rather than a stock trader - understanding what you own, why it creates value, and how patient capital allows exceptional businesses to compound their success over years rather than quarters.
What Informs Our Decisions
Behind every investment consideration lies a fundamental question - Would we be comfortable owning this entire business for 20 years?
This perspective shapes how we evaluate opportunities. We focus on identifying exceptional companies, understanding them deeply, and purchasing at meaningful discounts to intrinsic value. Great opportunities are rare—success requires patience, discipline, and accumulated knowledge.
Explore Our Value Creation Process
Bottom-up selection approach following a time-tested selection process.
About us
Emerald Wealth Partners Group
0 Employees
Based in Zurich, Switzerland
Our team of 11 investment professionals is guided by 5 partners—including 3 founders—who co-invest significantly in our strategies, ensuring complete alignment with client objectives.
~$ 0 B
Total Group Assets Under Management and Advisement
Invested in some of the world's most exciting companies, which we truly understand and value.
As per 30. September 2025, including more than $800m advised or managed by Emerald Wealth Partners and more than $750m managed by Lloyd Capital.
Regulation
Our group operates under dual Swiss (FINMA) and US (SEC) regulatory supervision through its licensed entities: Emerald Wealth Partners, holding a FINMA license as a portfolio manager, and Lloyd Capital, authorized by FINMA as a manager of collective assets and registered with the SEC as an investment advisor serving US clients.
Explore Lloyd Capital Funds
Your capital goes into companies we deeply understand—businesses with outstanding quality and sustainable competitive advantages. When the market undervalues excellence, we act for you.
Join Our Knowledge Hub
Gain insight into what we look for, why we believe certain opportunities will succeed, and how we evaluate potential investments
Insights
Group Press Coverage
Financial Times
Lloyd Capital, a Swiss wealth manager, has launched two new ETFs — the Lloyd Focused Equity UCITS ETF (FEP) and the Lloyd Growth Equity UCITS ETF (GEP).
ETF Stream
ETF Stream reveals shortlist for ETF Awards 2024: The Lloyd Focused Equity UCITS ETF (FEP) has been nominated for the ETF Launch Of The Year.
Ultumus
Lloyd Capital has launched the Lloyd Focused Equity UCITS ETF (FEP) — a high-conviction, globally diversified fund. Its distinctive approach targets companies with strong fundamentals, resilient business models, and long-term growth potential.
