Is This Solution Right for You?
Ideal For
- •Sophisticated investors with manager preferences
- •Those seeking customized portfolios
- •Investors with larger allocations
- •Investment amounts from CHF 1M+
Investment Range
CHF 1M
Typical minimum to maximize benefits
Time Horizon
Varies by strategy
Recommended investment period
Expected Outcome
Tailored manager selection aligned with your specific objectives
The power of private markets for your capital.
Optimise your risk-return profile through exposure to real assets and rigorous selection orchestrated by specialised managers.
- Access to institutional-grade managers
- Reduced minimum investment requirements
- Professional manager selection and monitoring
- Automatic portfolio rebalancing
"Private Equity allows you to anchor your wealth in the real economy while benefiting from the growth dynamics of tomorrow’s champions."
Thiago Frazao
Equity Partner
Why Choose Our Approach
What sets our solution apart in the market
Manager Network
Relationships with top-quartile managers for direct or diversified investments.
Unique lineup
We build exactly the manager lineup that matches our investment beliefs
Ongoing Oversight
Continuous monitoring and proactive manager changes when needed
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 views on manager selection
- You want best-in-class specialists
- You can handle multi-manager complexity
- Your allocation exceeds CHF 1M
May Not Be Ideal If:
- You prefer a single relationship
- You want simple consolidated reporting
- You have no manager preferences
- Portfolio under CHF 1M
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.
