WHO WE ARE

Independent Advisers

We are a seasoned independent financial adviser for sophisticated private and institutional investors contributing our substantial expertise in real assets investments on a 360° basis with utmost flexibility and discretion with trust and confidence the backbone of our trade

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The Only Swiss

We are the only Swiss financial adviser dedicated to real assets investment advisory and a part of a European/Swiss ecosystem of seasoned investors and service providers exclusively focused on originating, structuring and implementing Real Assets investment opportunities

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Gate Keepers

We are restless Gate Keepers managing all aspects of your relationships with 3rd party service providers like banks, asset managers etc. to ensure you are getting the best available service at the most compelling prices to maximise net investment returns on your portfolio

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We act as your trusted and restless GATE KEEPERS when it comes to both your investment AND operating business activity in Switzerland and other Europe

WHAT WE DO

Off-market Real Assets Investments

We design, structure and implement personalised solutions allowing for seamless execution of exquisite, off-market real assets investments to ensure maximum protection of your assets and control over investments’ life time optimizing investment portfolio’s performance

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Niche Private Equity

We enable you to co-invest alongside seasoned investors, global tech firms and established Swiss entrepreneur families in a variety of niche Private Equity opportunities across Digital Entertainment, Fin-tech, Green-tech and similar “disruptive” plays, Life Style / Healthcare and Fitness, Food and Beverage, Hospitality, Socially Responsible Investments etc.

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Unique Real Estate Locations

We source and originate investment opportunities offering exceptional long-term interest and dividend income with favourable tax treatment in spectacular real estate locations and unique Commercial Properties, Infrastructure and Energy, Asset-Backed Lending and beyond

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We render independent, unbiased advice to reduce your risk and optimise your return

OUR VISION

Real Assets

We trust in the superiority of the so-called “Real Assets” like Real Estate, Infrastructure, Private Equity etc. over the publicly traded securities in achieving more resilient, lower downside risk investment portfolios with stronger control over life cycle of the investments and higher absolute net returns for investors

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Private Markets & Non -Traditional Assets

Since the public financial markets and the respective financial assets have become unprecedentedly volatile (and often manipulated) in the recent decades we believe any sophisticated investor has to allocate ever more to private markets and non-traditional assets to be able to achieve sustainable higher real returns with significantly lower correlation to the traditional public securities markets

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We open a variety of non-traditional asset classes and value accretive investment strategies offering more control over investments, better asset protection and higher real returns

REAL ASSETS INVESTMENTS OPPORTUNITIES

Real Estate

Residential including Senior / Assisted Living

Commercial including Office, Retail, Logistics and Medical

Hotel assets including off-market Luxury Properties in unique locations

Secondary mortgages in Switzerland

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Private Equity

Digital entertainment

Fin-tech

Fitness and Health including Med-tech

Food and Beverage

Agriculture including Clean- and Green-tech

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Infrastructure

Energy and renewable

Transport including Shipping

Social Infrastructure

Power

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Asset-Backed

Private Credit including Direct Lending and Microfinance

Leveraged finance

Pre-IPO Finance

Trade and Commodity Finance

Mezzanine

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Strategic Advice and Management Consulting

Business Relocation and Company Foundation Services

Operating Assets Structuring and Consolidation

Capital Structure Advice and Ownership Structuring

International Expansion Advisory and Introduction to foreign markets, business partners and strategic investors

Corporate Finance and Structured Financing Solutions

Introduction / On-Boarding with banks and other financial and fiduciary service providers in Switzerland on an executive level

Board Membership

More than 75 Years
of Experience