Private Market Opportunities
Risk Profile: Equity (100% Equity) Asset Allocation: Private Markets Provider: SWISE
Update
SWISE has recently joined the Zwei Wealth platform with interesting solutions in the private equity and private debt area. If you are interested in learning more about investment opportunities in private markets, please contact us for more information.
Portfolio Composition
SWISE has a multi-manager approach and is highly diversified across managers, sectors and instrument types. Private market investments like these are intended to be complimentary to traditional portfolios. SWISE focusses on achieving capital growth over the medium to long-term by investing in mature private equity (focus buyouts) with a diversified global value approach, i.e. across geographies (focus North America and Europe) and across instrument types (secondaries, primaries, co-investments.
Company Description
SWISE is a FINMA-licensed Swiss fund manager, established by former employees of one of the largest private equity firms in EU. The company specializes in evergreen private equity solutions, offering capital appreciation and diversification over the medium to long term through a single investment.
USP
Experienced Team: Our team consists of seasoned private equity professionals with deep expertise in structuring and managing open-ended investment vehicles. With extensive experience in sourcing top-tier private equity and private debt investments, we ensure high-quality opportunities for our investors.
Manager Agnostic: In a complex market, no single asset manager excels across all cycles and industries. Our manager-agnostic approach allows us to collaborate with leading private equity managers, selecting those with specific geographic and sector expertise that aligns with the Fund’s needs.
Alignment of Interest: Every employee is personally invested in both the firm and the fund. Our General Partner commitment is 5-10% above industry standards, ensuring strong alignment with our investors' interests.
Selective Investments: The Fund avoids “platform” deals that may dilute focus. We meticulously select each investment to align perfectly with our fund strategy.