Selected funds within a mandate, personally guided.

Under a discretionary mandate with Everon, selected Private Markets funds can become part of your portfolio.

How it works

Personal support

Everon's portfolio management team selects the funds and carries out due diligence. The team makes the investment decisions within the agreed strategy. Your Wealth Manager remains your point of contact.

Access through the mandate

In Switzerland, Private Markets funds are often open only to qualified investors. If you hold a discretionary mandate with Everon, you are deemed a qualified investor under Art. 10 para. 3ter of the Collective Investment Schemes Act (CISA), unless you have declined this status in writing or in another form that allows proof by text. Funds that are open only to qualified investors may be exempt from certain statutory investor protections. Some of them need no approval from FINMA.

Diversification and a long-term investment horizon

Everon assembles the Private Markets investments in your portfolio with diversification and a long-term investment horizon in mind.

Our offering

Private Equity

What is Private Equity?

Private equity means equity investments in unlisted companies. Because these holdings are not traded continuously, there is no public price for them.

Unlike an investor in listed shares, a private equity fund often takes a sizeable stake in a company in order to play an active role in its management.

Why Private Equity?

In institutional portfolios, private equity is regarded as an asset class in its own right. It covers holdings in companies that a portfolio of listed shares does not include.

The companies a fund holds are valued at regular intervals rather than continuously by the market. Reported values therefore fluctuate less than share prices, but this does not reduce the economic risk. Capital is usually tied up for many years, and an early exit is often possible only at a discount, or not at all. Losses can extend to the entire capital invested.

Insights