Two strategies
An income portfolio (mainly private debt and secured loans, 3–5 years) and a growth portfolio (mainly private equity, 5–7 years).
The private-markets portfolios described on this page may only be offered to professional clients and qualified investors within the meaning of the Swiss Financial Services Act and the Collective Investment Schemes Act. Please confirm your status to continue.
Thank you. This page is not intended for you — but your core portfolio is. Start with independent wealth management or a free clarity call with Steve.
Private equity, private debt and private real estate — accessed through two professionally managed portfolios, one income-oriented and one growth-oriented.
Where required, the prospectus and key information document are available free of charge on request from AvantGarde.
Core portfolio
An income portfolio (mainly private debt and secured loans, 3–5 years) and a growth portfolio (mainly private equity, 5–7 years).
Capital is committed for the full term; distributions follow the underlying investments, not a fixed calendar.
Periodic reports on each underlying holding and its estimated value.
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.
Partner projections are estimates, not promises. You receive them with all costs and risks, in writing, after the partner has assessed your situation — never as a headline.
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.
Who runs it, for how long, with which references and audited accounts.
What exactly you own, in whose name, and under which law.
Entry, running and exit costs — added up, in writing.
How and when you can get out, and what happens if you need to earlier.
Size, horizon and liquidity checked against your pension, property and reserves.
“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.”

“Together we were also able to find the best provider for the renewal of my mortgage.”Damien Bayle · client review on avantgarde-investment.ch
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.
