Private Wealth
We have been at the forefront of building private markets investment solutions for individual investors.
Over CHF 3 billion in assets managed internally
Decades of strategic investment in EU
mid-sized companies
Portfolio includes
40+ businesses in long-term partnerships
Building Wealth via Private Markets
Since 1965, we have built and launched a wide range of innovative private markets investment solutions for individual investors.
Our solutions aim to overcome the historical barriers to entry of high minimum commitment amounts and limited liquidity while providing access to the same investment content we offer to institutional investors.
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Our products are designed to meet the specific goals of individual investors, enabling them to benefit from the attractive return profile and diversification benefits provided by exposure to private markets.
Our Investment Strategies for Private Wealth
Our Track Record in Private Wealth
In more than two decades of creating private markets investment solutions for individual investors, we have had many industry firsts: first private markets evergreen fund, first private equity 1965 Act Fund, first ELTIF, and first private markets funds designed for the world’s three largest defined contribution pension systems.
Our long track record of innovation means that our private wealth solutions have been successfully tested across various crises since the turn of the millennium. Our clients benefit from this extensive experience as we prepare to navigate through future macroeconomic events.
Private Wealth milestones throughout the years
