Invest in the real economy thanks to the Private Equity
Financial Advisor Geneva offers its investors Private Equity opportunities based on an institutional approach, combining diversification, targeted performance, and strategic exposure to high-potential sectors and geographies.
Your portfolio is diversified with more than 450 companies from various sectors, providing exposure to global managers, to growth sectors and to dynamic geographic areasThis strategic diversification minimizes risks while maximizing return opportunities. It allows you to benefit from the growth of multiple markets while ensuring a balanced allocation of your investments, in order to optimize your long-term performance.
Our Private Equity product offers an average return of 13% per year over a period of 20 years, allowing you to benefit from stable and sustained growth. By investing in high potential companies, we offer you the opportunity to diversify your portfolio with assets that outperform traditional investments. Thanks to a rigorous selection of growing sectors, you benefit from a long-term growth, while having access to unique opportunities in dynamic markets. This investment strategy allows you to maximize your capital.
Your Private Equity investment is monitored in a secure digital space, where you have full and transparent access to the progress of your investment. The portfolio is designed to specifically meet a financial objective. A dedicated advisor accompanies you throughout the process, offering you a personalized follow-up, answering all your questions. You thus benefit from constant, real-time monitoring. Thanks to this approach, you have total visibility on the performance of your investments, which aims to maximize your returns while minimizing risks.
The Private Equity is today an essential pillar of investment strategies, playing a key role in financing the growth, from the transformation or recovery unlisted companies.
Unlike traditional investments, the Private Equity offers investors the opportunity to to be actively involved in the strategic development of companies, generally over the long term. The ultimate objective is to generate a significant added value during the transfer of shares, thanks to proactive management and direct involvement in the growth and transformation of the companies.
We answer your questions about Private Equity investments and their benefits.
“Whether you are in Switzerland, in France, or elsewhere, we offer you solutions. tailor-made investment in Private EquityOur expertise allows you to optimize your portfolio, diversify your assets and maximize your returns by accessing unlisted companies and to high potential sectors.
The Private Equity offers a risk/return profile particularly attractive, generally outperforming other asset classes over the long term. This superior return is largely due to the liquidity premium associated with investments in illiquid assets, which rewards investors for their commitment to less liquid investments. In addition to improving the potential return, the Private Equity allows a optimal diversification of the portfolio, providing access to private companies and limited and often less accessible markets.
When investing in Private Equity, investors commit to paying a capital amount to a specific fund. The fund manager uses these funds to acquire stakes in companies. Capital commitments are called up gradually as the manager makes acquisitions. Typically, investments are made within the first five years. Then, the phase sale begins, during which the manager seeks to resell the investments made to generate profits. The profits from these sales are then redistributed to investors. At the end of the investment period, the fund is dissolved.
During the allocation constitution phase in Private Equity, investors must manage the capital promises which have not yet been called. These funds can be invested in low-risk investments, such as stocks, money market instruments or cash, depending on each investor's risk tolerance and preferences. Typically, investors opt for secure investments, such as short-term government bonds or monetary investments, to conserve the capital that will be called upon in the coming years.
Phase 1: Fundraising
At first, the fund manager Private Equity obtains capital commitments from investors. The latter generally also participates in the investment to ensure that its interests are aligned with those of the investors.
Phase 2: Investment phase
During the investment phase, which typically lasts five years, the fund gradually acquires stakes in companies. Investor capital is called up as acquisitions are made. Depending on the structure of the transaction, acquisition financing may be used.
Phase 3: Increasing the value of companies
The fund manager implements strategies aimed at increase the value of companies. This includes actions such as the development or theinternationalization of activity, the launch of new products, or theoptimization of business processes and costs.
Phase 4: Exit Phase
In the final phase, the manager seeks to sell the interests to make profits. This can be done through a sale to strategic investors (trade sale) or a secondary buy-out with financial investors. Sometimes, an initial public offering (IPO) or a parallel sale (dual track) is also considered to maximize the value of the stakes.
Discover what our clients say about our personalized and efficient service.
Investing in Private Equity with Conseiller Financier Genève allowed me to diversify my portfolio while accessing returns much higher than those of traditional investments.
Contact us today for personalized and professional financial advice.
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