With strong commitment and dedication, our purpose is to be a longterm and trusted partner for our clients. We take time and effort to understand our client's objectives and in a structured process, key investment considerations are examined and the most suitable solution is created.
Our product offering includes a wide range of investment solutions such as Fund of Funds, Managed Accounts and Advisory Services for institutional investors
such as Retirement Pension Plans, Insurance Companies, Foundations, Endowments but also for semi-professional investors, like Single and Multi Family Offices.
Special attention is paid to risk management, not only when analysing Private Equity funds but also in a portfolio context. Risk analysis is an incremental part of our due diligence. Many risk parameters are monitored and assessed regularly.
Reportings to clients follow the industry’s reporting guidelines defined by ILPA (International Limited Partners Association) and other leading associations such as Invest Europe.
To provide comprehensive investment coverage we are based on three continents - headquartered in Europe (Zurich), with offices and team members in Germany (Munich),
Luxembourg and India (Mumbai), with a client service representative in South Africa.