2018
A Swiss foundation
NextGen Capital is established in October 2018 as a Swiss portfolio manager, headquartered in Geneva. SRO licence obtained in December.
2019
Discretionary,
Advisory &
Oversight
Three service lines launched. Client network expanded.
2019
US Federal Reserve cuts rates; US–China trade tensions escalate.
2020
Family-Office
Capability
Dedicated family-office team formed.
2020
COVID-19 declared a global pandemic. Markets crater, then recover.
2021
Scalable
Model
Profits re-invested. Masttro selected as wealth-management system.
2021
Inflation accelerates across developed markets after a decade of disinflation.
2022
Expansion takes hold
A second office opens in Zug. Geneva headquarters expand. Alexander joins as CIO and Ewgenij as CCO.
GenevaRue De-Candolle 24 · Headquarters
2022
Russia invades Ukraine. European energy crisis; inflation peaks.
2023
FINMA licensed
FINMA licence obtained — the firm becomes a regulated Swiss asset manager.
2023
Credit Suisse acquired by UBS. US regional-bank turmoil.
2024
Milestone
Reached
The firm reaches the operational scale envisioned in 2021. 95% of custodian banks connected via Masttro.
2024
First spot Bitcoin ETFs approved in the US. AI capex cycle accelerates.
2025 — 2026
International chapter
International growth continues. Launch of the Cayman fund — the firm’s first dedicated investment vehicle.
2026
Cayman
Fund Launch
First proprietary fund vehicle.
2026
Conflict with Iran escalates across the Middle East; energy markets and risk assets swing sharply.
TODAY
Building the
next chapter.