Private equity is an ideal solution for clients who wish to take an entrepreneurial approach to their investments. Proprietary funds allow clients to invest in mostly unlisted companies at different stages in their development, and to support the companies for 3-10 years, often during periods of strong growth. This asset class is particularly attractive during periods of low interest rates and restricted bank lending, when initial public offerings start to pick up and there is strong activity on the M&A market. Indosuez Wealth Management is an experienced player with recognised expertise in this asset class (Private Equity, Private Debt and Real Estate).
Private equity offers diversification alongside traditional investments, and can also provide clients with an attractive return on their investment over the long term. This type of investment is also relatively stable compared with the fluctuations seen on listed assets.
Indosuez Wealth Management helps clients build and track a diversified private equity portfolio covering different themes, sectors and regions. It gives them access to complementary investment vehicles (funds of funds, feeders, dedicated funds and management mandates, investment advisory), and exclusive co-investment opportunities alongside specialised funds.
To do this, we have a dedicated international investment and services platform. All our teams around the world have contributed to and enhanced our research and selection capabilities for nearly 20 years, giving us a solid performance history over this period. The experience and expertise developed over these years also mean we have a close relationship with the private equity fund managers and the owners of the companies in which they invest. We also provide regular reporting, in line with Indosuez Wealth Management's commitment to transparency.
At Indosuez Wealth Management, our way of doing things is defined by our own story and the stories that have shaped who we are today, as well as by our human dimension, our sense of responsibility and perspective.
Who we help
Helping to protect and grow your fortune, generate income and pass on your wealth...
Who we help
Wealth management solutions to structure both your personal and professional assets
If you are invested in a business as an entrepreneur, shareholder or executive manager, the management of your wealth must factor in this dimension.
140 years of wealth management experience, Indosuez Wealth Management has formed a certain idea of how investments should be made.
This idea is based on putting the client's interests first, prudence, transparency, and simplicity.
Who we help
Indosuez Wealth Management has the expertise needed to build the bespoke solutions some of our clients expect.