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 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, and gives them access to 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 over 15 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.