2M Capital Ltd provides independent governance and board advisory services to family offices, Wealth Managers, Asset Managers, and professional investors in Switzerland. Our work focuses on governance design, decision-rights clarity, and institutional discipline — advising boards, investment committees, and leadership teams on how to operate with structure, governance discipline, and long-term alignment.
Frequently Asked Questions
Frequently Asked Questions
1. What is governance and board advisory?
Governance and board advisory refers to independent support for boards and leadership bodies in designing effective governance structures. We assist in clarifying decision rights, defining escalation protocols, strengthening documentation standards, and improving committee effectiveness — without providing legal advice.
2. Do you provide board advisory for family offices and Wealth Managers?
Yes. We provide board advisory for family offices and Wealth Managers so governance bodies can operate with institutional discipline. This includes agenda design, decision documentation, role clarity, and oversight routines aligned with the complexity and ownership structure of the organization.
3. What is an Investment Committee (IC) and how can it be strengthened?
An Investment Committee is a governance body responsible for overseeing investment processes and mandate adherence. We support investment committee advisory by adding an independent external perspective, improving agenda structure, decision documentation, and escalation protocols — enabling committees to operate with clarity and governance discipline.
4. How does governance advisory differ from legal or compliance advice?
Governance advisory focuses on structural design, decision quality, and institutional discipline. We do not provide legal advice, regulated compliance outsourcing, or FINMA-licensed services. Our role is to advise on governance design so the organization can operate with professional rigor and long-term alignment.
5. Do you support Verwaltungsrat (Board of Directors) governance in Switzerland?
Yes. We advise Swiss boards, including Verwaltungsrat structures, on strengthening governance frameworks, clarifying governance responsibilities, and improving decision-making processes. Our advisory is directed at professional clients and focuses on governance design. We do not assume board functions, legal responsibilities, or fiduciary roles.
6. How do you support governance in the context of M&A or succession?
In M&A and succession contexts, governance advisory supports boards and ownership bodies in preserving clarity and discipline throughout complex transitions. We advise on decision-rights design, stakeholder alignment, and documentation standards to preserve governance quality during periods of structural change.
7. What is the role of governance in an Investment Office or OCIO model?
Governance is the foundation of any robust Investment Office or OCIO model. We advise on the design of governance frameworks that define roles, oversight responsibilities, and escalation protocols — supporting the investment function in operating with institutional discipline and long-term governance alignment.
Regulatory Disclaimer
2M Capital Ltd is an independent advisory firm based in Switzerland. Our services are exclusively directed at professional clients as defined by the Federal Act on Financial Services (FIDLEG). We do not provide legal advice, regulated compliance services, asset management, or fiduciary services. We do not assume board functions or legal responsibilities. We advise on governance design and decision quality.