"Where we set our focus"

Investment & Portfolio Services.

The private equity industry has been spreading around the globe in Europe and other markets for decades. The globalization of PE firms is expected to increase in the near future. The work of private equity firms makes an important contribution to the global economy. Private equity firms know what it takes to make a company successful. Leveraged buyouts and debt management based on strict investment criteria create a secure growth environment.

Private Equity have been a key component in the allocation of large assets for decades. Every asset should include private equity with more performance. Just like stocks. But a direct comparison shows that private equity funds have averaged an annual return of 11% after costs since 2001 – five percentage points more than the global equity index.

We offer Overall portfolio quality review on demand Regular market updates and research-based investment ideas. Access to a comprehensive range of global investment and portfolio construction opportunities.

Why choose private equity?

Private equity is an investment mandated by the financial markets that invests in unlisted companies with high potential and finances them at different stages of their development. You diversify your investments through a combination of medium- to long-term financial performance, anchoring in the real economy and positive social impacts. We are globally diversified and cover many sectors such as start-ups, spin-off and investment styles in the private equity universe.

Risk notice  

Investments in private equity, venture capital and real estate are generally associated with high risks and can lead to the complete loss of the invested capital. Such an investment is not suitable for all investors. You should seek advice from an independent financial advisor before investing to ensure that you fully understand the risks involved.

“Please do your research carefully,”
although we collect information on every company we list, you must rely on your own investigation of the company, the terms of the offer and the risks involved when making your investment decision.

Our Expertise

Innovative, bespoke investment solutions designed around the needs of each and every client. Our private equity specialists provide you with access to diversified solutions. In doing so, we pursue a holistic approach, closely observing the markets, anticipating trends and opportunities and developing individual solution and assist you in identifying solutions that meet your beliefs and needs in terms of return, risk, diversification and time horizon.

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Whether by telephone, in writing, by e-mail, contact form or in person at our office at Freiestrasse 166, in Zurich, we look forward to hearing from you!


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    Haltiner Family Office
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