Wealth management
The core of a portfolio: listed assets run by an independent Swiss manager — and, for part of it, private markets that used to be reserved for institutions.
- Solutions
- 2
- Horizon
- 3–7 years +
- Typical tickets
- on request – CHF 300k
- Role in a portfolio
- Core
Core portfolio
Each one with its risks on the page
WealthIndependent wealth management
A discretionary or advisory mandate, concluded directly with an independent Swiss asset manager — owned by its management, with offices across Switzerland, including Lausanne. AvantGarde introduces and accompanies.
WealthPrivate markets
Private equity, private debt and private real estate — accessed through two professionally managed portfolios, one income-oriented and one growth-oriented.
Core first, always
Before any alternative idea, a portfolio needs a liquid, diversified core held in your own name. This is where most of the money belongs — and where costs matter most.
Then private markets, with intent
Private equity, private debt and private real estate can add return drivers that do not move with the stock market — at the price of years of illiquidity. They complement the core; they never replace it.
Projected returns are partner estimates, not promises. They are discussed with the full documentation, all-in costs and risks — in writing, after the partner has assessed your situation. That protects you, and it is how Swiss rules intend it.
Five checks before we introduce a partner
Partner & track record
Who runs it, for how long, with which references and audited accounts.
Legal structure
What exactly you own, in whose name, and under which law.
All-in costs
Entry, running and exit costs — added up, in writing.
Exit route
How and when you can get out, and what happens if you need to earlier.
Fit in your plan
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.”
“He takes the time to clearly explain each investment option, popularizing sometimes complex concepts to make them accessible to all.”Nicolas Lecocq · client review on avantgarde-investment.ch
Talk about wealth management
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.
- 1Four questions, one minute
- 2Steve replies personally within one working day
- 3Assessment with the partner before anything is signed