AvantGarde Investment Solutions & Consulting
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Provided by certified partners · introduced by AvantGardeMarketing communication

Private markets

Private equity, private debt and private real estate — accessed through two professionally managed portfolios, one income-oriented and one growth-oriented.

Horizon
3–5 or 5–7 years
Entry ticket
on request
Asset
Unlisted equity, credit, property
Liquidity
Low

Where required, the prospectus and key information document are available free of charge on request from AvantGarde.

Core portfolio
Partner selected by Steve LéchaireFive checks before a partner is introduced
3–5 or 5–7 yearshorizon
How it works

Three steps, plainly explained

01

Two strategies

An income portfolio (mainly private debt and secured loans, 3–5 years) and a growth portfolio (mainly private equity, 5–7 years).

02

Commitment

Capital is committed for the full term; distributions follow the underlying investments, not a fixed calendar.

03

Reporting

Periodic reports on each underlying holding and its estimated value.

What you actually own

Units in a managed private-markets portfolio, which itself holds stakes in companies, loans and property funds.

Provided by a specialised partner, with whom the contract is concluded directly. AvantGarde introduces you and accompanies you; it does not hold client funds.

Risks you should know

Read this before the opportunity

Capital is locked in for years; early exit is limited or impossible.

Valuations are estimates, not daily market prices.

Companies or borrowers can fail; diversification limits but does not remove this.

Fees are higher than for listed funds — stated in writing before you commit.

It may fit if…

  • ✓You can commit capital for five years or more
  • ✓Your core portfolio and cash reserves are in place
  • ✓You want return drivers beyond listed markets

It is not for you if…

  • ✕You need regular access to the capital
  • ✕This would be your largest single position
How Steve selects

Five checks before we introduce a partner

01

Partner & track record

Who runs it, for how long, with which references and audited accounts.

02

Legal structure

What exactly you own, in whose name, and under which law.

03

All-in costs

Entry, running and exit costs — added up, in writing.

04

Exit route

How and when you can get out, and what happens if you need to earlier.

05

Fit in your plan

Size, horizon and liquidity checked against your pension, property and reserves.

Steve Léchaire
“I only present an investment after I have understood how it can go wrong. If I would not explain it to my own family, it is not on this list.”
Steve Léchaire · Founder, banking economist dipl. ES · 20+ years at UBS, in insurance and real estate
Damien Bayle
“Together we were also able to find the best provider for the renewal of my mortgage.”
Damien Bayle · client review on avantgarde-investment.ch
Request the dossier

Get the full Private markets dossier

You receive the partner documentation, all-in costs and risks — then a call with Steve to see whether it fits your plan at all. No obligation.

  1. 1Four questions, one minute
  2. 2Steve replies personally within one working day
  3. 3Assessment with the partner before anything is signed
Steve LéchaireARIF member (AML self-regulation) · Ombud Finance Suisse

Your dossier request

Topic: Private markets. Four questions so that Steve sends you the right documents.

Confidential under the Swiss FADP. Never shared with product partners without your consent.

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