NCM360
A 360° View of Your Financial Life
NCM360, developed exclusively for New Capital clients, is your secure digital hub for organizing, monitoring, and understanding your entire financial picture. It serves as a centralized dashboard to access important documents, monitor financial tasks, and stay in close communication with your team. Built for privacy, simplicity, and personalized service, NCM360 helps clients stay organized and confidently engaged in their financial lives.
Key Features:
A centralized view of accounts, reports, and documents
Secure file sharing and task tracking
Personalized support and updates from your advisor
Tools designed for clarity, transparency, and collaboration
Smart Decisions Start with the Right Conversation.
Available to U.S. Clients Since 2022
New Capital was among the first to bring this platform to eligible U.S. investors when Vontobel expanded services to American clients through the acquisition of UBS Swiss Financial Advisers.
Invest in New Capital Portfolios - From Switzerland
New Capital clients can allocate assets held at Vontobel into New Capital’s model portfolios. This allows for consistent portfolio strategy and oversight, even across jurisdictions.
Structured for U.S. Tax Reporting
Accounts are configured to support U.S. tax compliance, including proper documentation for international income and reporting requirements.
Concierge Account Opening and Management
The New Capital team handles onboarding and ongoing account management, serving as your single point of contact from application through ongoing monitoring.
Multi-Platform Account Access
Accounts are accessible through secure online and mobile portals, making it easy to stay connected to your financial picture — both in the U.S. and abroad.
Integrated Performance Reporting
View your portfolio performance of all of your accounts in a consolidated reporting environment, supported by New Capital’s portfolio accounting software.
WEALTHY INVESTORS ARE ASKING
“Should I move part of my portfolio offshore — and if so, how do I do it right?”
We can help you evaluate the fit, manage the process, and
coordinate your domestic and international positions under one strategic plan.
Interested in opening a Swiss bank account, brokerage account, or offshore business account? We’ll help you find the right solution — and walk with you through the process.
Take the Next Step
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Yes. We specialize in helping non-residents and foreign nationals open Swiss accounts that comply with U.S. regulations.
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Absolutely — when properly structured and reported. We work only with Swiss institutions that provide full tax reporting and transparency.
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This varies depending on the account type. We’ll help you determine the best fit for your situation.
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In many cases, just a few weeks. Our team will keep the process moving and handle the paperwork with your institution.
Common Questions
Disclosures
Investing involves risk, including potential loss of principal. Past performance is not a guarantee of future results. International investing carries additional risks, including currency fluctuation and political or economic instability.
Account access and integration features depend on platform availability and client eligibility. The referenced CNBC article is for informational purposes only and does not constitute an endorsement of New Capital Management or its services.