Private markets,
rethought.
With us, you can invest in the best-performing private markets funds just like professional and institutional investors.
Your benefits
Personal support
No overview of what to choose? No problem, together we will discuss your target fund.
Low entry barriers
You can invest in private markets starting from 10’000 CHF. Normally, the minimum is many times higher.
Risk-optimised portfolios
With us, we have risk-optimised portfolios
Our offering
What is private equity?
What is private equity?
Private equity are equity investments in companies that are not listed, i.e., not traded on public markets. This means that the value of a company cannot be observed, as there is no public pricing. This allows capable private equity managers to find undervalued companies where there is great potential for value creation.
An important difference to listed investments is that in private equity, a significant share of the company is often bought in order to actively influence the management of the company.
Why private equity?
Why private equity?
Private equity has proven to be a return driver in the past. In combination with the low volatility, this results in an extremely attractive risk-return ratio.
The low volatility is due to the fact that private equity is not publicly tradable and thus not exposed to the short-term vagaries of the market.
An appreciation or depreciation of a portfolio company occurs at regular intervals based on the underlying economic situation and is not driven by short-term trading activity. The resulting low correlation to traditional asset classes provides additional diversification effects in a portfolio.
How does it work?
How does it work?
If you are interested in private equity, please contact us directly. Together with you, we will determine your risk profile and how private equity can be integrated into your assets.
We have already made a pre-selection of the best private equity products for you. We pay attention to a fair cost structure and a good performance.
Once we have found a suitable product for you, we commission the subscription. This can take several weeks. Afterwards, you can track your private equity investment alongside the other Everon services in the app.
What is private debt?
Private debt refers to debt financing provided by non-bank lenders to private companies or individuals. In other words, private debt is a type of loan that is not offered by traditional banks, but instead by specialized funds, asset managers, or other financial institutions.
Private debt can take many forms, including senior secured loans, mezzanine financing, and distressed debt, among others. Private debt lenders typically focus on smaller and mid-sized companies that may not have access to traditional bank financing, or may prefer the more flexible terms and higher yields offered by private debt funds.
Why Private Debt?
The growth of private debt is enormous. According to a study by the Lucerne University of Applied Sciences and Arts, the growth of private debt averaged 13.8% p.a. between 2007 and 2018.
Following the global financial crisis of 2008-2009, traditional banks faced increased regulatory scrutiny and constraints on their lending activities, which created an opportunity for non-bank lenders to fill the gap. Private debt funds, which are not subject to the same regulatory requirements as banks, were able to provide debt financing to companies that were unable to obtain loans from traditional banks.
At the same time, investor demand for alternative sources of yield grew, as low interest rates made traditional fixed income investments such as bonds less attractive. Private debt funds, which can offer higher yields and potentially lower correlation to other asset classes, have become an increasingly popular investment option among institutional and retail investors.
How does it work?
If you are interested in private debt, please contact us directly. Together with you, we will determine your risk profile and how private debt can be integrated into your assets.
We have already made a pre-selection of the best private debt products for you. We pay attention to a fair cost structure and a good performance.
Once we have found a suitable product for you, we commission the subscription. This can take several weeks. Afterwards, you can track your private debt investment alongside the other Everon services in the app.
Everon Insights
Read more about private markets in our blog.
Interested to find out more?
DOWNLOAD OUR FACTSHEETFAQ Private markets
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The recommended investment horizon in Private Markets is long-term and should be 5+ years.
Depending on the products the redemption period can vary from earliest 3 months to 12 months for semi-liquid funds and up to 7+ years for closed en funds. The specifics can be found on the product sheet or by asking a relationship manager at Everon.
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The dealing calendar can vary between each partner. For most semi-liquid funds you can subscribe around the middle of each month. In some cases a subscription is only possible every 3 months.
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The minimum amount can vary between each product but usually starts at 10’000 CHF to 25’000 CHF. To learn the minimum commitment for a specific product please contact your relationship manager at Everon.
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Contact your relationship manager to get more product information. Everon will place the subscriptions on your behalf at the custody bank as per discussion. The investments will be displayed in the Everon App.
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This depends on the specific investment opportunity. Clients of Everon who signs an agreement for wealth management and thereby engages Everon to provide portfolio management for him/her are considered qualified investors which in some cases is required. To learn more, please get in contact with us.