Capital With Conviction
Swiss Finance is an independent capital allocator, headquartered in Switzerland, backing differentiated investment strategies across hedge funds, private equity, and real assets.
Independent Capital Allocator
Allocator-led approach.
Allocator-Led Decision Making
Structured oversight and discipline.
Swiss-Based Governance
Swiss heritage, governance-first. Long-term capital focus.
Long-Term Capital
Patient capital, long horizons.
Institutional Financial Services
Distinct Solutions, Personal Service
We seek to deliver the unique promise of institutional financial services to distinguished individuals, families, and institutions through hedge funds, investment banking, and private capital operations. Operating across London, New York, Zurich, and Stockholm, our platform combines institutional resources with the personalised attention that distinguished clients require.
Hedge Fund Operations
Seeking to generate insights and outcomes not commonly found in the investment community, through long/short equity, systematic strategies, and alternative approaches designed for sophisticated capital.
Investment Banking
Independent, strategic business advice and guidance for private and public companies, executing mergers and acquisitions, capital markets transactions, and strategic advisory across global markets.
Private Capital
Direct investment opportunities and co-investment platforms designed to provide institutional and qualified investors with access to differentiated deal flow across sectors and geographies where we maintain operational expertise.
Continuing to Pioneer the Future of Financial Services
Building Institutional Capabilities Across Global Markets
Multi-Decade
Legacy of institutional operations and market experience across economic cycles.
$1B+
Combined assets under management and advisory across platform, affiliates, and partner networks.
Worldwide
Global presence with offices in London, New York, Zurich, and Stockholm serving clients internationally.
What We Do
How We Allocate Capital
We allocate long-term capital into hedge funds, private equity, and real assets with conviction and focus. Capital allocation is our core activity. We believe capital should follow discipline — and that allocation is a craft built on clarity, integrity, and partnership.
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Capital Allocation Across Specialised Strategies
We allocate long-term capital to differentiated, independent investment strategies across hedge funds, private equity, and real assets.
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Manager Selection & Due Diligence
We apply a rigorous due diligence process to identify managers with high alignment and structural advantage.
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Portfolio Construction & Risk Oversight
We construct diversified portfolios with disciplined risk oversight and a long-term horizon.
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Research & Analytical Infrastructure
We maintain research and analytical infrastructure that supports our own allocation decisions.
Our Role
Our Role as Allocator
Swiss Finance is an independent allocator of long-term capital. We identify and partner with differentiated managers across hedge funds, private equity, and real assets. Our role is to deploy capital with discipline, clarity, and patience — not to chase trends, but to underwrite enduring strategies. We do not manufacture or distribute investment products.
We conduct deep, systematic diligence across investment process, risk controls, and operational infrastructure. We look for managers with repeatable edge, structural alignment, and the integrity to navigate complexity.
Our mission is simple: to back exceptional investment talent and build resilient portfolios that compound sustainably across market cycles.
Investment Mandates
What We Look For
We allocate to managers with a repeatable edge — across hedge funds, private equity, and real assets.
We seek strategies that are structurally sound, risk-aware, and built to operate across cycles.
From emerging managers to seasoned specialists, we underwrite with clarity, patience, and conviction.
Our focus is singular: to deliver robust, risk-adjusted returns for long-term capital partners.
Team
Led by Allocators
Long-Term Partners
We build enduring relationships with fund managers and investment partners, seeking alignment on long-term value creation over short-term results.
Global & Multi-Asset
We allocate across asset classes — including public and private equity, venture capital, credit, and real assets — based on fundamental, bottom-up research and thematic conviction.
Flexible Capital
Our structure allows for flexible, unconstrained capital deployment, enabling us to act decisively in both traditional and special situation opportunities.
Our Team
The People Behind the Capital
Our team combines diverse expertise and perspectives to deliver thoughtful, well-rounded solutions. We emphasise collaboration, rigorous analysis, and adaptability, balancing strategic vision with practical execution. By working closely together, we ensure that decisions are guided by shared insight and disciplined processes.
We are driven by curiosity and a commitment to continuous improvement. By combining broad market knowledge with disciplined processes, the team adapts quickly to new challenges and opportunities. Our focus on collaboration and integrity ensures that we deliver solutions that are not only effective, but also sustainable over the long term.
Institute
The Institute
Swiss Finance operates an educational institute for students and recent graduates entering high finance, associated with Swiss Finance Institute®.
Important Information
This page is provided for informational purposes only. Nothing on this website constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any security, financial instrument, or investment strategy.
Swiss Finance allocates capital on a discretionary basis to independent investment strategies. It does not itself market or distribute investment products; services provided by its affiliates are subject to the laws of each jurisdiction, and no services or products are offered in any jurisdiction where doing so would be unlawful or unauthorised.
Certain services described on this website may not be available in all jurisdictions or to all categories of investors.