One mandate — direct connection to 1 067 qualified prospects across wholesale and institutional channels.
CHF 7 trillion.
One of Europe’s most complex markets to access.
CHF 7 trillion spread across 8 structurally different investor segments. Each operates on its own logic, timeline and decision process.
Eight investor segments. Four regions.
One team — yours.
We operate as a fully integrated extension of your team. Without the fixed cost, the ramp-up time, or the single-segment and region limitation.
1 067 organisations.
8 segments. 4 regions.
Every named decision-maker, across every Swiss investor segment — pension funds, private banks, family offices, EAMs, insurers, cantonal banks, investment consultants and retail banks.
| IM Consulting | Placement Agent | Sales Rep / European office | |
|---|---|---|---|
| Investor segments | +++ | ++ | + |
| Geographic coverage | +++ | + | ++ |
| Time to first meeting | +++ | ++ | + |
| Activity guarantee | +++ | + | + |
| Cost efficiency | ++ | ++ | + |
| Commitment & focus | +++ | + | + |
From mandate signature to ~CHF 40M
Net New Capital — 10 months.
Senior expertise.
Entrepreneurial execution.
20+ years across the full asset management value chain — investment risk, institutional client service, sales enablement and independent distribution across EMEA. Deep knowledge of how Swiss institutional investors make decisions, how consultants influence mandates, and what it takes to convert a first meeting into an allocation.