Quilvest (Switzerland) Ltd.

Overview

Quilvest (Switzerland) Ltd. is a prominent family office specializing in comprehensive wealth management and private market investments. Founded in 1932 by Otto Federico Peter Bemberg, the firm has evolved from managing the Bemberg family's estate to offering wealth planning, trust management, and sophisticated investment solutions to a select group of qualified families, individual entrepreneurs, and private institutions. Their services encompass a broad spectrum, including bespoke investment strategies, private equity, private debt, real estate, and banking services, all tailored to meet the unique needs of each client. The firm's investment approach is characterized by a disciplined process that integrates both liquid and private market assets, aiming to achieve superior long-term financial performance. They emphasize performance, independence, and partnership, providing clients with access to exclusive investment opportunities typically reserved for institutional investors. Quilvest (Switzerland) Ltd. operates with an open architecture, ensuring transparency and aligning their interests with those of their clients. Their global footprint includes offices in Zurich, New York, Hong Kong, London, Paris, Luxembourg, Montevideo, and Dubai, enabling them to offer local advice from a global perspective. Quilvest (Switzerland) Ltd. has a rich history of pioneering investments, having made its first private equity investment in 1972 and its first hedge fund investment in 1980. Their commitment to innovation is evident in their development of creative and forward-thinking strategies, such as the Quilvest Club Fund II launched in 2019. The firm is also dedicated to responsible investment, having joined the Principles for Responsible Investment (PRI) Association in 2016 to strengthen its Environmental, Social, and Governance (ESG) rating. This dedication reflects their commitment to corporate, environmental, and social responsibility, which has always been part of Quilvest's DNA. Quilvest (Switzerland) Ltd. is regulated by the Swiss Financial Market Supervisory Authority (FINMA) and is a member of the Swiss Bankers Association. Their services are designed to simplify wealth administration and provide the best investment solutions according to each client's specific requirements, ensuring a comprehensive and personalized approach to wealth management.

Investment Focus

• High net worth individuals
• Family offices
• Institutional investors
• Qualified families
• Individual entrepreneurs
• Private institutions

Portfolio Companies