Est. 2024 ยท Zug ๐Ÿ‡จ๐Ÿ‡ญ
founded in Germany
Wellmann Capital Management
Wellmann Capital Management

founded in Germany ยท based in Switzerland
private ยท discreet ยท selective

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Philosophy

Founded in 2024, Wellmann Capital Management provides discreet and highly selective wealth management reserved exclusively for chosen private individuals and family offices.

Our philosophy is rooted in the preservation, strategic structuring, and long-term protection of substantial assets. We combine refined portfolio diversification with bespoke private hedging strategies designed to safeguard wealth even in periods of uncertainty.

All client holdings are secured on independent open-source hardware wallets, stored within high-security vaults, and fully documented on-chain โ€” ensuring an exceptional level of transparency and verifiability.

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Personal availability

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Loss coverage

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Payout window

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Independent custody

What we
offer

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01
Support

Always Available

Personal contact, 24 hours a day, 365 days a year.

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We provide unrestricted access to your dedicated portfolio manager โ€” not a call centre, not an assistant. A direct line to the person managing your capital, available at any hour, without exception.

24 h ยท 365 days ยท Direct access
Emergency consultation available within 30 minutes, day or night โ€” including weekends and public holidays
Encrypted messaging, video conferencing, and direct phone โ€” you choose the channel
No gatekeepers, no queue. Direct access to the decision-maker responsible for your portfolio
Real-time portfolio updates available on demand, at any point during market hours or beyond
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Insurance

Share in Losses

Hedging strategies sold at a loss are covered up to 30%, backed by on-chain data.

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We stand behind our strategies. Any hedging position that closes at a loss is partially absorbed by Wellmann Capital Management โ€” up to 30% of the loss, verified and calculated automatically against on-chain transaction records.

Up to 30% loss coverage ยท On-chain verified
Coverage applied automatically at year-end โ€” no claim filing, no manual process required
All calculations verified via on-chain transaction data, ensuring full transparency and auditability
Available to all clients maintaining a qualifying portfolio allocation within the hedging strategy
Offset directly against the annual management fee โ€” aligned incentives, not a separate compensation mechanism
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Liquidity

Payout Within 24h

No lock-up times. Capital liquidated at any time, weekends included.

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Your capital remains entirely yours. We impose no lock-up periods, no minimum holding times, and no withdrawal delays. A liquidation request is fulfilled within 24 hours โ€” returned directly to your verified wallet.

Full liquidity ยท Any amount ยท Any time
Partial or full liquidation available seven days a week, including Swiss public holidays
No minimum holding period โ€” exit any position at your discretion, without penalty
Funds returned directly to client-controlled, pre-verified wallets โ€” no intermediaries
Emergency liquidity protocol available for time-sensitive situations, processed within hours
04
Strategy

Fully Custom

Individualised strategies tailored to your expectations, risk profile, and investment horizon.

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No two mandates are alike. Every client engagement begins with an in-depth strategy session to map your expectations, risk tolerance, and long-term objectives โ€” followed by a bespoke portfolio architecture built exclusively around your profile.

Bespoke mandate ยท No template strategies
Dedicated strategy workshop at onboarding โ€” risk profile, return targets, and time horizon are mapped in detail
Strategies span digital assets, macro positions, structured hedges, and liquid alternatives
Portfolio rebalanced in real time as market conditions evolve โ€” no static allocation models
Quarterly portfolio review with full performance attribution and forward-looking strategy reassessment
05
Fees

One-Time, Year-End

Fees paid once annually and offset against losses. Transparent and aligned.

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Our fee structure is built on a single principle: alignment. A single annual fee, charged only once at year-end, automatically reduced by any documented losses. No entry fees, no management fees, no hidden charges of any kind.

Annual only ยท Loss-adjusted ยท No hidden costs
One fee, once a year โ€” billed at year-end against a full performance and loss statement
Fee is automatically offset against any documented losses incurred during the year
No entry fees, no exit fees, no monthly charges, no performance fee in addition to the base fee
Full cost transparency provided in writing prior to mandate commencement โ€” no surprises
06
Research

Own Research

Private reports from our internal analytics boutique โ€” available to every client.

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Every Wellmann Capital Management client receives exclusive access to proprietary research produced by Wellmann Analytics โ€” our internal quantitative research unit. Market intelligence reserved for clients only, never published externally.

Exclusive ยท Quantitative ยท Clients only
Weekly market analysis and asset-specific deep-dives, delivered directly to your inbox
Proprietary quantitative models covering digital assets, macro signals, and cross-asset correlations
Strategy recommendations backed by backtested data from 2017 to present, including black-swan regimes
Available to all clients at no additional cost โ€” included as part of the standard mandate
Contact

Get in
Contact

All conversations handled with complete discretion. Inquiries by appointment only.