Private Equity consists of investing over a long-term period of three to ten years in the equity of private companies at various stages in their development.

Offering premium returns and lower volatility to listed equity markets, private equity has become an attractive asset allocation in a diversified financial plan.

A dedicated partner
With CHF 900 million invested to date in private equity under mandate exclusively for the accounts of our wealthiest private clients we have developed solid expertise, as confirmed by our track record in this asset class.

Our team offers you unrivalled and exclusive access to investment opportunities and allocation strategy. Our mission is to identify and mutualise investments in funds managed by the best private equity houses as well as co-investing directly in private companies alongside them.

• Personalised service and investment platform.
  
  Under an advisory mandate, we offer you access to a dedicated service and private equity investment platform. With our advice, our support and a diversified tailored-made exposure, you can develop a personalised private equity investment strategy.
  
  

  Research

  Selection

  Due Diligence

  Reporting

  Private Equity Advisory Mandate
  
  Service platform

  Evergreen Account	Vintage Account
  You build up your own private equity portfolio based on the platform of investments arranged and selected by our team.	The Vintage Account is dedicated to private equity allocations of over CHF 3 million. Together we build up a diversified and personalised private equity portfolio over a defined investment period.

  
  Investment platform

  European direct co-investments

  Primary commitments in single manager funds

  Secondary transactions

  Primary commitments in specialised funds of funds

• An investment philosophy and strong values
  
  

  An exclusive, dedicated and experienced team	Our Private Equity team of five investment professionals is part of the Private Banking unit and is exclusively focused on this asset class. Over the last ten years, we have invested in building up adequate resources and the expertise required to advise and support you in your private equity investments.
  A long-term independent alignment of interest	Remunerated by our clients and working with them over long-term investment periods, we have developed an independent alignment of interests for selecting and accessing attractive private equity investments.
  Conservative selection for optimal risk / return investments	We focus on preserving your long-term invested capital and providing you with an optimum risk analysis. To this end, we pursue rigorous selection and due diligence processes, covering the qualitative, quantitative, strategic and legal aspects of the targeted funds and co-investments.
  In-depth and structured monitoring	Conscientiously involved in the monitoring of the investments carried out for your account, we have developed specialised tools for the required reporting of exposure allocation, analytical performance and cash flow.
  The expertise and resources of a global Group	While maintaining our independence and close contact with our private clients, we are able to call on the support of the Crédit Agricole Group. With more than six billion euros of private equity assets under management, the Group offers us unrivalled access to investment opportunities and specialised expertise.
  Attractive track record and solid experience	With nearly 40 investments made since 2001 in worldwide private equity limited partnerships and direct co-investments in European private companies, we have established a solid track record.