Unigestion becomes Sagard

Risk Profile: Equity (100% Equity) Asset Allocation: Private Markets Provider: Sagard

Sagard

Update

Sagard, a global alternative asset manager, and Unigestion, a European middle market private equity firm, announced the combination of their private equity platforms, creating a global leader in middle market private equity investment solutions. This transaction was completed at the beginning of 2026. The combination results in a leading middle-market private equity solutions platform connecting more than 300 institutional investors and over 500 general partners through Sagard’s international network. If you are interested in specific Private Equity solutions please contact your Zwei Wealth officer.

Portfolio composition

Evergreen open-ended fund structures offer significant advantages over traditional closed-ended, fixed-term funds in private markets, primarily providing improved liquidity, immediate diversification, and continuous compounding. Unlike "drawdown" funds that lock up capital for 10–12 years, evergreen funds have no fixed end date and allow for ongoing capital reinvestment, making them attractive to both individual wealth investors and institutional investors

Company description

The new platform will manage over $23 billion USD in private equity assets and will offer a greatly enhanced geographical reach and product scope, delivering bespoke and scalable private equity solutions across primaries, secondaries and co-investments to institutional and high net worth investors. As a result of this combination, Sagard will manage approximately $44 billion USD in assets post-closing.

USP

Sagard Private Equity Solutions (previously Unigestion) is a specialist asset manager with over 50 years of experience, focusing on delivering consistent returns through tailored investment solutions for institutional clients and high-net-worth individuals. Unlike traditional private equity firms focused on short-term periods, Sagard acts as an active owner, aiming to build, support, and scale companies sustainably over the long term. They focus on sectors where they have deep experience, particularly in healthcare royalties, specialized secondaries, and mid-market buyouts.

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