About Us - Schwaben Capital

A wealth of Thinking

Schwaben Capital is an independent, licensed portfolio manager headquartered in Toronto, Canada and registered with the Ontario Securities Commission (OSC). Our group caters to established entrepreneurs, senior executives and high-net-worth families. Our management team has over 50 years of combined experience, serving affluent individuals and families.

The investment management division of Schwaben Capital Group manages conventional investment portfolio invested in various public securities. On the other hand, the investment banking division provides advice to private companies only in order to avoid any conflicts of interest that might arise from advising on public companies.

Schwaben Capital takes pride in providing a comprehensive and all-around solution to tackle your specific and intricate needs while keeping an eye on your evolving requirements and expectations. Our offering presents holistic and integrative services that act as an anchor for the protection and growth of your wealth as well as the preservation of your legacy for future generations.

Our multi-family office consists of three business units, namely:

Asset and investment management
Estate and trust planning and execution
Private financing and corporate financial advisory

“Schwaben Financial Counsel Inc.” is a sister company of Schwaben Capital and is registered as a Life and Accident & Sickness insurance brokerage with the Financial Services Regulatory Authority of Ontario (FSRA).

Education

CFA Charterholder
York University, Economics
University of Guelph
Member of the CFA Society Toronto
Member of CFA Institute Charlottesville, Virginia

Albrecht Weller

President

With investment management and wealth advisor experience dating back to 1987, Albrecht enjoys a well-deserved reputation as a trusted and respected figure in the Canadian financial services industry. His keen intellect and deep expertise make him exceptionally well-qualified to grow Schwaben Capital into the market-leading service provider and partner to the nation’s wealthiest individuals and families.

Highlights of Albrecht’s career include working as an investment advisor, manager and accelerator for some of the largest North American financial institutions including Merrill Lynch, Royal Bank and Bank of Montreal before establishing Schwaben Capital in 2009. He graduated from the University of Guelph in 1985 and earned his CFA designation in 1997.

Albrecht takes on the role of family fiduciary as a fundamental priority. He ensures his clients’ interests are always at the forefront, and that the vetting of traditional and alternative investment solutions is done with intense rigor, while keeping after-tax returns in mind. A skilled financial advisor, Albrecht is able to craft and deliver advice that is practical, understandable and relevant to the goals and objectives of high-net-worth individuals and families.

Albrecht is a member of the National Club and the Buttonville Flying Club. He is a pilot, motorcycle enthusiast and an avid international traveler.

Education

Rotman School of Management (University of Toronto), MBA
DHBW Karlsruhe, BA

Martin Häfele

Vice President, Family Office

Accomplished, driven, yet known for his kindness, Martin has big ideas that match the scope of his ambition. His extensive personal network and connections are a great resource for Schwaben or any of our clients to build durable and effective business relationships. His enthusiasm and dedication to reach results helps families accomplish their goals.

A highly successful entrepreneur, Martin fully understands the value of independent, transparent estate planning in preserving family wealth. Martin brings with him a deep and thorough understanding of the myriad tax, currency, and family issues that arise in a family enterprise through his personal experience as a partner at Häfele GMBH & CoKG, a leading specialist for furniture fittings and architectural hardware in over 40 countries.

In addition to his business development and relationship management roles, Martin is actively involved in ongoing investment and due diligence operations. He is a seasoned wealth management professional who constantly assist families in their family, estate and corporate affairs that can serve as a roadmap for future reference for the family and their heirs.

Coming from an ultra-high-net-worth family himself, Martin strongly believes that the transfer of wealth to future generations is about far more than just the dollars and cents. It is about the transition of legacy.

Martin is an avid outdoorsman, community builder, and dedicated father.