HUMAN PRIVATE BANKING

Insights

Private Markets

Private Markets

Private Equity

Real Assets

Private Credit

Open-end
Closed-end
Open-end
Closed-end

Infrastructure & Real Estate

Open-end
Closed-end

PORTFOLIO OPTIMIZATION

PORTFOLIO OPTIMIZATION
Ignoring private markets means ignoring 90% of global investment opportunities:

Approx. 85%-90% of all companies are organised as private companies.

BENEFITS:
  • Diversification AND/OR
  • Increase Return

STRATEGIC ASSET
ALLOCATION:
KEY TO SUCCESS

SAA refers to a long-term portfolio strategy that involves choosing target asset class allocations and rebalancing the allocations periodically.

TARGET ALLOCATIONS DEPEND ON:
  • Time Horizon
  • Risk Tolerance
  • Investment Objectives
KEY TO SUCCESS
Source: Brinson, G./Randolph Hood, L./Beebower, G. (1991): Determinants of Portfolio Performance II: An Update. In: Financial Analysts Journal, May/June 1991.

Our Philosophy / Your Benefits

FULL ALIGNMENT
OF INTERESTS

We solely focus on the best possible solution for our client. Our manager selection process is fully independent and entirely agnostic – this guarantees full alignment of interests with our clients.

FLEXIBLE
CORE & SATELLITE
APPROACH

Our building blocks allow for completely customizable private markets portfolios – while maintaining the highest quality standards.

CORE:
  • Focus on robust value drivers
  • Reducing idiosyncratic risks to a minimum
SATELLITES:
  • Opportunistic 
  • Higher return potential
  • Higher dispersion & idiosyncratic risks
  • Add diversification
FLEXIBLE CORE & SATELLITE APPROACH

BEST IN CLASS

We only collaborate with managers that have excelled in their respective field. Our thorough due diligence process only allows for premium managers with outstanding track records and unique selling propositions.

Blackstone
Investment Managers
Neuberger Berman
Apollo
EQT
Stepstone
Ares

STRICT DUE
DILIGENCE

Our rigorous and disciplined due diligence opens the full potential of private markets investments and at the same time protects against unnecessary risks – for us, this is the key to sustainable long-term success.

MANAGER & FUND
SELECTION

Our Due Diligence Process

  • FILTER
    No emerging managers | Significant AuM | Bulk risks | Diversified LP structure
  • QUANTITATIVE DUE DILIGENCE
    Track record & performance | CF analysis | IRRs/Multiples/TVPI | Assets under management | Pace of growth
  • QUALITATIVE DUE DILIGENCE
    Alignment of interest | Skin in the game | Fees & compensation | Skills & resources | Key people risk
INVESTMENT UNIVERSE
> 2000 FUNDS OPEN / RAISING
RELEVANT PEER GROUP
TARGET FUNDS
BERGOS BUILDING
BLOCKS