HIGH NET WORTH CLIENT SERVICES

OUR FOCUS ON THE PROTECTION OF OUR CLIENTS' CAPITAL IS EXTENDED TO ADDRESS THE COMPLEX NEEDS OF OUR HIGH NET WORTH CLIENTS (ASSETS GREATER THAN US $10 MILLION), ULTRA HIGH NET WORTH (ASSETS GREATER THAN US $50 MILLION) AND FAMILY OFFICES, FOR CUSTOMIZED OR TARGETED INVESTMENT AND NON-INVESTMENT SOLUTIONS AND THEIR LIFE OBJECTIVE OF WEALTH PRESERVATION AND BUSINESS DEVELOPMENT. PROVIDED THAT WE ARE PERMITTED UNDER APPLICABLE LAWS AND REGULATIONS IN THE PROSPECTIVE CLIENT'S RELEVANT JURISDICTION WE MAY BE ABLE TO OFFER CERTAIN CUSTOMIZED PRODUCTS, SERVICES AND/OR SOLUTIONS LISTED BELOW.

BUSINESS DEVELOPMENT

Our business development unit may work with a client organization to assist with the following:

  • Corporate strategy and M&A / sale potential

  • Due diligence and oversight

  • Business financial planning, free cash flow analysis  and business valuation oversight services

  • Coordination of team of advisers

  • Management of legal advisers and guidance with billing, with focus on cost reduction, particularly in matters related to intellectual property

Our investments span a wide range of geographic realms, industries and sectors around the world in a range of private companies, both established and start-up. Some situations are turnaround or restructuring opportunities and require deep knowledge of capital structures and expertise with local and international law. We take a constructive and cooperative approach with our investment targets, treating them as partners in need of capital and technologies. We uncover value by identifying great companies, or companies that can be great again, and enhancing their financial performance by providing long-term capital as well as management support to a management team that has vested interest in making success happen. Our approach is not unique but our capabilities and international platform are. We are able to help our portfolio companies grow core businesses, launch new initiatives, make strategic acquisitions that can transform their competitive landscape and acquire new technologies and systems to cut costs. 


In some instances we provide only capital, but in others we provide a lot more. Prior to investing we conduct extensive due diligence to determine if we need to bring our special expertise of our Portfolio Ops Group to provide strategic guidance on a variety of operational improvements, including avoidance of competition through carving out of niche and market dominating products and services.

PRIVATE EQUITY
FAMILY EDUCATION AND DEVELOPMENT

You can work with our partners and/or affiliate companies to educate yourself and your family members regarding:

  • Your wealth management

  • Alternatives available to your wealth

  • Family business management and communications issues

  • Legal aspects of your businesses and investments including understanding of aspects of offering memorandums, complex agreements and regulatory filings.

  • Hedge funds and alternative investment vehicles

  • Private equity and illiquid assets

  • Entrepreneurship for junior members of a business oriented UHNW family

  • Mergers, acquisitions, sell offs and other strategic options for your businesses

  • Business, management and marketing skills for certain members of family

  • Analysis of financial statements

  • Macroeconomic analysis of global economic and geopolitical systems.

  • International tax and law

  • Structuring of international and cross border transactions

INVESTMENT STRATEGY AND IMPLEMENTATION
  • Investment in liquid assets - considerations for allocation

  • Investments in liquid assets such as real estate

  • Outright ownership of substantial stakes in businesses including minority investments and controlling stakes

  • Assistance with structuring transactions and development of protective clauses

  • Asserting our clients' rights in their investment companies, through seeking disclosure, transparency, corporate governance and rigorous financial management of investment target companies.

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Call

T: +41 44 585 20 09

Contact

investorrelations [at] swissfinance.com

Disclaimer: We are able to offer any product or service only to the extent we may have authorization to do so under applicable laws and regulations. The listed products, services and / or investment capabilities and vehicles are not available in all jurisdictions globally. Additionally, not all investors are eligible to invest in each investment vehicle.