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Start your investment journey with us

Ancla 1

Evergreen
Private Equity

What we stand for

SWISE is a Swiss private equity manager specializing in evergreen (open-end) investment funds and customized mandate solutions. We serve professional investors, including private individuals, wealth managers and institutional clients.

evergreen private equity
Product

Solutions for the needs of today's investors.

Fully paid-in structure for immediate investment exposure

Exponential capital growth through reinvested earnings (compound interest effect)

Monthly subscriptions and defined quarterly liquidity

Bankable solution or direct access via digital platform

Stable growth

THE SWISE FUND

Private Equity

Targeting 2x capital appreciation over 5-7 years.*

The SWISE fund offers smart exposure to private equity investments through a single allocation. The fund is actively managed across the top asset managers, geographies, vintage years and investment types.

The targeted returns and capital appreciation mentioned in this document are based on internal calculations and estimates and do not guarantee future results. Past performance is not a reliable indicator of future returns. Investments in private equity involve substantial risks, including the potential loss of capital. Targeted returns may vary depending on market conditions and other unforeseen factors. There is no assurance that the targeted 2x capital appreciation will be achieved within the specified time frame of 5 to 7 years. Investors should consult their own financial, tax, and legal advisors before making any investment decisions.

*

our

DNA

What makes us different

Fully independent   investment manager

Fully independent   investment manager,  partnering with the top asset developers 

Invested in over 350   companies

Invested in over 350

 companies across North America and Europe

Active portfolio management

Active portfolio management for optimized performance

Globally diversified

Globally diversified private equity portfolio of top-tier assets

investment
portfolio

Our Investment Universe
A Brief Selection

SWISE employs a sector-agnostic investment strategy, targeting resilient industries and focusing on profitable companies with typical annual revenues exceeding $50 million.

Healthcare: SHL Medical

A world leader in designing and manufacturing advanced drug delivery systems, such as auto-injectors.

shl-medical
normec.

Technology: Normec

A leading European company specializing in testing, inspecting, and certifying products and services for quality and safety.

Maximize risk-return through
diversification

Modernize your portfolio of stocks and bonds with 20% in private equity to enhance overall performance and reduce risk.

 

60

STOCKS

BONDS

40

Traditional portfolio

50

STOCKS

30

BONDS

PRIVATE EQUITY

20

Modern portfolio with Private Equity

Private Equity at a glance

90%  

The percentage of private companies representing the global investment universe.

(Source: S&P Global Market Intelligence)

$5.5tn 

Global private equity assets under management (AUM) as of 2023.

(Source: PitchBook)

We are digital

Access your portfolio anytime, anywhere.

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