Zurich Invest Ltd

Overview

Zurich Invest Ltd is a Swiss investment firm that manages a diverse portfolio of assets, including private equity, infrastructure, real estate, hedge funds, and fixed income instruments. The firm offers private equity co-investment opportunities, focusing on middle-market buyouts in the United States and the European Union. This approach aims to provide higher returns with appropriate diversification, without the double fees associated with traditional fund-of-funds solutions. Zurich Invest Ltd is regulated by the Swiss Financial Market Supervisory Authority (FINMA) and is a wholly owned subsidiary of Zurich Insurance Company Ltd. The firm's private equity co-investment strategy emphasizes collaboration with specialists in the field, targeting middle-market buyouts in the USA and EU. By focusing on co-investments, Zurich Invest Ltd seeks to offer attractive fee structures and access to high-quality investment opportunities. The portfolio is diversified across various sectors, regions, and sponsors, aiming to build a robust and resilient investment portfolio. The firm has been successfully investing in private equity since 2012, with over USD 1.7 billion in capital commitments. In addition to private equity, Zurich Invest Ltd provides a range of investment solutions, including infrastructure investments via co-investments and structured products. The infrastructure investments focus on brownfield assets, generating stable cash flows regardless of economic cycles. Structured products, such as investment certificates, offer capital protection and return opportunities, allowing investors to participate in stock indices with a safety buffer. These offerings reflect Zurich Invest Ltd's commitment to providing diversified and innovative investment solutions to its clients.

Investment Focus

• Institutional investors
• Pension funds
• Qualified investors

Portfolio Companies