A complete list of active advisors currently associated with Klosters Capital

Warmer can help you find a great advisor at Klosters Capital or one who fits your needs even better.

Klosters Capital provides investment advisory services to individual and institutional clients, including both high‑net‑worth and non‑HNW individuals, through discretionary portfolio management, non‑discretionary investment advisory consulting and family wealth services. The firm also offers sub‑advisory arrangements and private equity advisory work, and reports about $495.6 million in assets under management across a limited number of client relationships as of December 31, 2025. The firm follows an open‑architecture, customized approach that combines third‑party macroeconomic research, manager due diligence and direct security selection across equities, fixed income, commodities, REITs/MLPs, structured products and alternative investments. Klosters discloses the use of derivatives, margin and short positions as part of its strategies and provides both discretionary management and non‑discretionary consulting, including arranging direct private equity transactions on behalf of clients. What is distinctive about Klosters is its international orientation and affiliations: the brochure discloses a material non‑U.S. client base and an ownership link to Klosters Capital España Agencia de Valores S.A., a Spanish‑registered adviser. The firm’s combination of direct private‑equity deal sourcing, routine use of derivatives in managed accounts, and a substantial portion of assets managed on a non‑discretionary basis sets it apart from many peers.

To learn more about the advisors currently working at Klosters Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.