Discover the exclusivity of Club Deals.
Club Deals and Exclusive Investment Opportunities
Access exclusive direct investment opportunities alongside institutional investors. Private assets are no longer an option but an essential pillar of a diversified portfolio benefiting from real economy dynamics. SpaceX, Anthropic, and other leading names are among the transactions we have presented to our clients in the past.
Is This Solution Right for You?
Ideal For
- •Experienced private market investors
- •Those seeking reduced fee structures
- •Investors wanting direct ownership
Investment Range
Variable depending on deal
Typical minimum to maximize benefits
Time Horizon
3-7 years
Recommended investment period
Expected Outcome
Enhanced returns through fee savings and direct deal participation
Do you want to participate in the rise of tomorrow's companies?
Club deals offer direct access to quality transactions typically reserved for the largest investors, while diversifying away from public markets. Nowadays, the greatest opportunities are often created outside of public markets.
- Access to Pre-Vetted Deal Flow
- Lower Fee Structures vs. Traditional Funds
- Direct Company Exposure & Control
- Shared Due Diligence Resources
"Participating in a Club Deal means accessing the tangibility of the real economy while benefiting from the analytical rigour of our institutional network."
Thiago Frazao
Equity Partner
Why Choose Our Approach
What sets our solution apart in the market
Deal Flow Access
Proprietary deal pipeline from our extensive GP and corporate relationships
Rare Assets
Participate in deals such as SpaceX, Anthropic or Revolut
Selective Participation
Choose which deals to participate in based on your preferences
What's Included
Every wealth management mandate includes these comprehensive services
Portfolio Management
Active management of your investment portfolio with regular rebalancing
Wealth Planning
Comprehensive financial planning tailored to your life goals
Tax Optimization
Strategic tax planning to maximize your wealth preservation
Estate & Succession Planning
Secure wealth transfer to future generations
Retirement Planning
Pillar optimization and pension strategy
Dedicated Relationship Manager
Personal advisor available for consultations
Your Dedicated Advisory Team
Get personalized guidance from our experienced wealth advisors who understand your unique needs.
Ready to discuss your goals?
How We Work
At your service, a specialized team and cutting-edge digital tools
Relationship Manager
Your primary contact for all banking needs
Wealth Planner
Expert in wealth planning and advice
Portfolio Manager
Investment specialist managing your assets
Investment Advisor
Provides tailored investment recommendations
700+ Professionals
Our Group at your service, in Switzerland and beyond
Quick Suitability Check
Good Fit If You:
- You have private market experience
- You want to select individual deals
- Fee efficiency is important to you
- You can evaluate deal specifics
May Not Be Ideal If:
- You are new to private markets
- You prefer diversified exposure
- You don't want to review individual deals
- You need instant deployment
Not sure? Let's discuss your specific situation.
Whether you're in high-growth mode or planning your exit strategy, our specialized solutions can help secure your personal legacy and fuel business success.
Important considerations before investing in Private Assets
An investment in private assets involves a high degree of risk and should therefore be undertaken only by sophisticated and professional investors capable of evaluating and bearing the risks of private markets. The following risk factors are non-exhaustive and prospective investors should read the relevant legal documentation and consult with their own professional legal, tax or financial advisers before deciding to invest in private assets.
Private assets are intended for long-term investors who can commit capital over an extended period, during which access to capital may be restricted.
Unlike publicly traded securities, private assets do not benefit from an active secondary market and establishing a fair market valuation can be challenging in certain market conditions.
Therefore, private assets should be viewed as a strategic, long-term allocation rather than a short-term liquidity vehicle. Investors considering this asset class should have a well-defined investment horizon and the ability to hold positions through various market cycles.
Past performance is not indicative of future results. A thorough understanding of risk factors, combined with a disciplined investment approach, is essential when navigating private markets.
All investment involves risks. Returns may fluctuate due to currency fluctuations, and investors may lose part of all of their original investment.
