Swissprivate AG

Family Office Zürich, Switzerland ·Founded 2003

Overview

Swissprivate AG is a multi-family office headquartered in Zurich, Switzerland, founded in 2003. The firm provides comprehensive wealth management and advisory services to families and entrepreneurs, including investment oversight, succession planning, and risk management tailored to client needs. Their approach involves analyzing clients' financial situations, defining investment strategies, selecting suitable partners, monitoring implementation, and consolidating assets into unified reporting. As a regulated family office, Swissprivate emphasizes independent and trustworthy advice. Their team comprises experts with extensive experience in banking and financial services, ensuring clients receive personalized and professional support. The firm operates with an entrepreneurial mindset, bearing the full risk of their actions and adhering to the principle of delivering on their commitments. Swissprivate's investment focus spans various asset classes, including private equity, real estate, fixed income, hedge funds, and venture capital. They engage in investments across multiple stages, from seed to distressed situations, and have a geographical focus primarily in Switzerland and other European countries. The firm's portfolio encompasses a diverse range of industries, reflecting their comprehensive approach to wealth management and investment strategies.

Investment Focus

  • High net worth individuals
  • Families and entrepreneurs seeking comprehensive wealth management
  • Clients requiring investment oversight, succession planning, and risk management

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Frequently asked questions about Swissprivate AG

What sectors does Swissprivate AG invest in?

Swissprivate AG invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Zürich, Switzerland. Swissprivate AG is listed as a family office in the ConnectSafely investor database.

What stage does Swissprivate AG invest at?

Swissprivate AG backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.

Which regions does Swissprivate AG invest in?

Swissprivate AG invests across United States, United Kingdom, Germany, France, Italy and Denmark.

Who are the partners at Swissprivate AG?

Team members listed for Swissprivate AG include Philip Geiger (Chief Operating Officer) and Jürg Kállay (Founder & Managing Partner).

How do I contact Swissprivate AG?

Swissprivate AG's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database