INDEPENDENT• FINMA-REGULATED • SWISS

Redefining Independent

Wealth Management

A Swiss Investment Office combining institutional governance and entrepreneurial agility.

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80+
years of combined
experience
1+
CHF
BIL
of advised
assets
10+
years of track
record
300+
CHF
MIL
in total
transaction
80+
years of combined
experience
1+
CHF
BIL
of advised
assets
10+
years of track
record
300+
CHF
MIL
in total
transaction

We manage and structure private wealth with institutional discipline and independent thinking.

We don't distribute. We co-invest.

60+
years of combined
experience
1+
CHF
BIL
of advised
assets
300+
CHF
MIL
of advised
assets
10+
years of track
record

We operate as an independent Swiss Investment Office, integrating public and private markets within a unified institutional framework.

Through disciplined governance, independent capital allocation and long-term alignment, we serve sophisticated private and institutional capital across generations.

About Us

We stand apart from traditional private banking and distribution-driven wealth models.

Fully independent and aligned solely with our clients, we combine institutional standards with selective private market access and entrepreneurial execution to serve long-term capital across generations.

Our Services

Access niche protocols and tailored crypto
allocations, anticipating the new currency era.

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01.  Wealth management

We integrate digital assets, private markets, and real estate, aligning your wealth with innovative opportunities.

02.  Asset Management

We source and execute alternative investments with rigorous due diligence, offering trusted insights across non-traditional markets.

03.  Financing Solutions

Tailored financing solutions providing liquidity, leverage, and structuring across corporate and real estate markets.

04.  Family Office Services

Bespoke wealth administration, concierge services, real estate management, tax and legal advice, and global wealth consolidation, so you can focus on what matters.

01.  Wealth management

We integrate digital assets, private markets, and real estate, aligning your wealth with innovative opportunities.

02.  Asset Management

We source and execute alternative investments with rigorous due diligence, offering trusted insights across non-traditional markets.

03.  Financing Solutions

Tailored financing solutions providing liquidity, leverage, and structuring across corporate and real estate markets.

04.  Family Office Services

Bespoke wealth administration, concierge services, real estate management, tax and legal advice, and global wealth consolidation, so you can focus on what matters.

Our Services

private market access and structured capital solutions.Our approach integrates assets, liabilities and long-termalignment within a unified Swiss Investment Office model.

Learn more

01.  Wealth management

We integrate digital assets, private markets, and real estate, aligning your wealth with innovative opportunities.

02.  Asset Management

We source and execute alternative investments with rigorous due diligence, offering trusted insights across non-traditional markets.

03.  Financing Solutions

Tailored financing solutions providing liquidity, leverage, and structuring across corporate and real estate markets.

04.  Family Office Services

Bespoke wealth administration, concierge services, real estate management, tax and legal advice, and global wealth consolidation, so you can focus on what matters.

01.  Wealth Management

Comprehensive multi-asset portfolio management integrating public and private markets within a disciplined institutional framework.

We oversee strategic allocation, risk management and long-term capital growth across generationsd dealmakers.

02.  Private Market Access

Selective access to institutional-grade private equity, venture capital, real estate and private credit.

Our structured due diligence and global network ensure disciplined allocation and long-term alignment.

03.  Capital Solutions

Structured financing and capital structuring across real estate, corporate and alternative assets.

We manage liquidity, leverage and the liability side of wealth to optimise overall capital structure.

04.  Family Office Services

Holistic advisory spanning governance, succession planning, asset consolidation and intergenerational structuring.

We provide strategic and operational oversight tailored to complex family capital.

Investment Philosophy

Our investment approach is grounded in an endowment-inspired multi-asset allocation framework integrating public and private markets within a disciplined governance structure.

We build resilient portfolios designed to preserve and grow capital over generations.

Explore our approach
The Swisseon Investment Blocks

Equity

Long-term capital appreciation across public and private equity, including conviction strategies and selective private opportunities.

Real Estate

Selective exposure to institutional-quality real estate opportunities across Switzerland and Europe, structured with a focus on resilience and capital preservation.

Public Markets

Leverage public markets to
achieve absolute returns,
independent of benchmarks.

Public Markets

Leverage public markets to
achieve absolute returns,
independent of benchmarks.

Digital Assets

Institutional-grade exposure to major digital assets and selective blockchain-driven opportunities integrated within a structured portfolio framework.

Case Studies

2023

Equity investment

2021

Equity investment

2024

Debt investment

2025

Debt investment

2025

Equity investment

2024

Strategic allocation

Complex Private Debt
Structuring in Australia

Raised AUD 40M through a first lien mortgage on an
AUD 60M property, generating a double-digit return.

EUR 20M Private Loan for Hotel Expansion

Arranged a EUR 20M private loan for a family-owned group to expand their hotel portfolio, secured by a first lien mortgage and control over the holding company. Third-party valuers, lawyers, and accountants appointed, with the deal executed in late 2023.

Holdco Loan for European Consumer Goods Company

Structured an 18-month Holdco loan to fund expansion before the sale of a European consumer goods company.
The loan was secured with over-collateralized holding shares and a potential control takeover in case of default.

SWISSEON will continue supporting post-sale wealth structuring and management.

Altcoin Investment Opportunity

Gained access to a confidential altcoin drop at a discount to the ICO. The investment, shared among top investors, has since increased in value 80x since the initial drop price in late 2023.

Research & Perspectives

Insights
—
August 20, 2024

Introduction to Private Markets and Long-Term Portfolio Performance

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Institutional discipline
‍for private wealth.

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