Geneva stands as a premier hub for private equity firms, attracting global investment talent. Pictet Group, Lombard Odier Group, and Unigestion represent the city’s robust financial landscape, offering sophisticated investment strategies across diverse sectors. These firms leverage Geneva’s strategic location, regulatory environment, and international connectivity to drive private equity success. For professionals seeking to connect with like-minded leaders in private equity and M&A, explore our growing community at alexejpikovsky.com/community.
Pictet Group
Investment Style: Pictet Group focuses on a diversified investment strategy encompassing private equity, real estate, equities, bonds, and multi-asset strategies. Their private equity investments emphasize long-term growth by partnering with management teams in various sectors, aiming to generate sustainable value.
Portfolio Companies: Pictet Group’s portfolio includes investments in healthcare, technology, consumer goods, and financial services sectors.
Founding Date: 1805
Number of Investment Professionals: Over 500 investment professionals.
Assets Under Management: Approximately CHF 698 billion
Key Investment Professionals:
- Nicolas Pictet, Senior Managing Partner: Nicolas plays a crucial role in defining the strategic direction of the firm and overseeing investment activities.
- Boris Collardi, Partner: Focuses on wealth and asset management, driving growth and expansion.
Recent Exits: Exited investments in some private equity funds and real estate projects.
Recent Investments: New commitments in technology-focused private equity funds and direct investments in fintech companies.
Office Locations:
- Geneva (Headquarters): Route des Acacias 60, 1211 Geneva 73, Switzerland
- Additional Offices: London, Luxembourg, Hong Kong, Singapore, Tokyo, and other global locations.
Website: www.pictet.com
Quote: “Our strength lies in our ability to adapt and anticipate market trends, allowing us to deliver sustainable and superior returns to our clients.” – Nicolas Pictet, Senior Managing Partner
Lombard Odier Group
Investment Style: Lombard Odier Group adopts a sustainable investment approach, integrating environmental, social, and governance (ESG) factors into their investment process. Their private equity investments focus on innovative companies driving technological and sustainable advancements.
Portfolio Companies: Lombard Odier’s portfolio includes investments in renewable energy, fintech, healthcare, and technology sectors.
Founding Date: 1796
Number of Investment Professionals: Over 200 investment professionals.
Assets Under Management: Approximately CHF over $200 billion
Key Investment Professionals:
- Patrick Odier, Senior Managing Partner: Patrick provides strategic leadership and oversees investment strategies.
- Hubert Keller, Managing Partner: Focuses on the firm’s private equity and alternative investment strategies.
Recent Exits: Divestments in sustainable energy projects and technology startups.
Recent Investments: Investments in clean technology funds and digital transformation companies.
Office Locations:
- Geneva (Headquarters): Rue de la Corraterie 11, 1204 Geneva, Switzerland
- Additional Offices: Zurich, London, Paris, New York, Tokyo, Hong Kong.
Website: www.lombardodier.com
Quote: “We believe that sustainable companies will deliver superior long-term returns. Our approach is to invest in tomorrow’s leaders today.” – Patrick Odier, Senior Managing Partner
Unigestion
Investment Style: Unigestion specializes in active risk-managed investment strategies, focusing on small and mid-market private equity investments. They emphasize creating value through operational improvements and active engagement with portfolio companies.
Portfolio Companies: Unigestion’s portfolio comprises businesses in healthcare, consumer goods, technology, and industrial sectors.
Founding Date: 1971
Number of Investment Professionals: Around 100 professionals.
Assets Under Management: Approximately CHF 21 billion
Key Investment Professionals:
- Fiona Frick, CEO: Leading the strategic vision and fostering a culture of innovation across investment activities.
- Jeannette Andrews, Head of Private Equity: Specializes in identifying and managing private equity investments globally.
Recent Exits: Successful exits from middle-market healthcare companies and technology firms.
Recent Investments: Acquisitions in European small-cap companies and technology startups.
Office Locations:
- Geneva (Headquarters): 8C Avenue de Champel, 1206 Geneva, Switzerland
- Additional Offices: London, Zurich, Paris, Toronto, Singapore.
Website: www.unigestion.com
Quote: “Our priority is to deliver returns with less risk by focusing on the most promising opportunities in small and mid-sized markets.” – Fiona Frick, CEO
GAM Holding AG
Investment Style: GAM Holding AG focuses on active and dynamic investment management with a commitment to delivering sustainable returns. Their private equity investments target growth opportunities in emerging markets and innovative sectors.
Portfolio Companies: GAM’s portfolio includes investments in technology, real estate, financial services, and renewable energy.
Founding Date: 1983
Number of Investment Professionals: Over 900 professionals globally.
Assets Under Management: Approximately CHF 100 billion
Key Investment Professionals:
- Peter Sanderson, CEO: Provides strategic leadership and oversees global investment management activities.
- Markus Kramer, Group Head of Asset Management: Focuses on enhancing GAM’s asset management strategies and client solutions.
Recent Exits: Exits from real estate projects and technology investments in Asia.
Recent Investments: Commitments to renewable energy projects and fintech startups.
Office Locations:
- Zurich (Headquarters): Hardstraße 201, 8037 Zurich, Switzerland
- Additional Offices: Geneva, London, Hong Kong, New York.
Website: www.gam.com
Quote: “We strive to set the standard for active investing by delivering sustainable value through our focused and flexible investment approach.” – Peter Sanderson, CEO
Mirabaud Group
Investment Style: Mirabaud Group focuses on wealth and asset management, providing bespoke investment solutions. They engage in private equity investments with a focus on innovation, sustainability, and long-term growth.
Portfolio Companies: Mirabaud’s portfolio includes companies in healthcare, technology, and sustainable manufacturing sectors.
Founding Date: 1819
Number of Investment Professionals: Approximately 700 professionals.
Assets Under Management: Approximately CHF 34 billion
Key Investment Professionals:
- Antonio Palma, CEO: Leads the strategic initiatives and oversees the asset management division.
- Anne-Marie de Weck, Managing Partner: Focuses on private equity investments and client relationship management.
Recent Exits: Divestments in healthcare and European technology firms.
Recent Investments: New investments in sustainability-focused funds and healthcare innovation.
Office Locations:
- Geneva (Headquarters): Boulevard Georges-Favon 29, 1204 Geneva, Switzerland
- Additional Offices: Zurich, London, Paris, Madrid.
Website: www.mirabaud.com
Quote: “Our commitment is to provide innovative and sustainable investment solutions that meet the evolving needs of our clients.” – Antonio Palma, CEO
Edmond de Rothschild Group
Investment Style: Edmond de Rothschild Group focuses on distinctive investment strategies, emphasizing real assets, private equity, and impact investing. Their approach targets sustainable growth and innovation across sectors.
Portfolio Companies: Includes investments in infrastructure, healthcare, and innovative technology sectors.
Founding Date: 1953
Number of Investment Professionals: Over 2,600 employees.
Assets Under Management: Approximately CHF 173 billion
Key Investment Professionals:
- Ariane de Rothschild, Chairwoman: Oversees strategic development and investment initiatives.
- Vincent Taupin, Global CEO: Directs business operations and investment strategy implementation.
Recent Exits: Exited from projects in real estate and sustainable energy sectors.
Recent Investments: Commitments to impact investing funds and innovative healthcare companies.
Office Locations:
- Geneva (Headquarters): Rue de Hesse 18, 1204 Geneva, Switzerland
- Additional Offices: Zurich, Paris, Luxembourg, London.
Website: www.edmond-de-rothschild.com
Quote: “We aim to shape and sustain the success of our clients by creating value through innovative and responsible investment strategies.” – Ariane de Rothschild, Chairwoman
SYZ Group
Investment Style: SYZ Group focuses on dynamic and personalized wealth management solutions, with private equity investments targeting growth-stage companies and innovative sectors.
Portfolio Companies: SYZ Group’s portfolio includes companies in technology, healthcare, and sustainable industries.
Founding Date: 1996
Number of Investment Professionals: Around 600 professionals.
Assets Under Management: Approximately CHF 25 billion
Key Investment Professionals:
- Eric Syz, CEO: Leads the group’s strategic vision and oversees investment management activities.
- Félix Bollmann, Head of Private Banking: Focuses on personalized wealth management and private equity strategies.
Recent Exits: Successful exits from technology startups and healthcare investments.
Recent Investments: New investments in fintech and sustainable technology sectors.
Office Locations:
- Geneva (Headquarters): Rue du Rhône 30, 1204 Geneva, Switzerland
- Additional Offices: Zurich, Lugano, Luxembourg.
Website: www.syzgroup.com
Quote: “Our priority is to provide bespoke investment solutions that align with the unique goals and aspirations of our clients.” – Eric Syz, CEO
Partners Group
Investment Style: Partners Group specializes in private market investments across private equity, real estate, infrastructure, and private debt. Their strategy focuses on value creation through active ownership and operational improvements.
Portfolio Companies: Includes investments in healthcare, technology, consumer goods, and business services.
Founding Date: 1996
Number of Investment Professionals: Over 1,500 employees globally.
Assets Under Management: Approximately EUR 127 billion
Key Investment Professionals:
- David Layton, CEO: Leads strategic initiatives and investment activities globally.
- Steffen Meister, Executive Chairman: Focuses on strategic development and global expansion.
Recent Exits: Exits from healthcare and technology portfolio companies.
Recent Investments: New investments in digital infrastructure and healthcare services.
Office Locations:
- Zug (Headquarters): Zugerstrasse 57, 6341 Baar-Zug, Switzerland
- Additional Offices: Geneva, London, New York, Singapore, Tokyo.
Website: www.partnersgroup.com
Quote: “We are committed to transforming businesses and generating sustainable value for our clients.” – David Layton, CEO
Hermance Capital Partners
Investment Style: Hermance Capital Partners focuses on primary and secondary private equity investments, emphasizing private equity fund investments and co-investments globally. They seek opportunities across multiple sectors to deliver long-term growth.
Portfolio Companies: Their portfolio includes a diverse range of industries including industrials, consumer goods, technology, and healthcare.
Founding Date: 2014
Number of Investment Professionals: Over 20 professionals.
Assets Under Management: Approximately CHF 1 billion
Key Investment Professionals:
- Pascal Noth, Managing Partner: Specializes in strategic investments and private equity fund management.
- Romain Boscher, Partner: Focuses on identifying and managing global investment opportunities.
Recent Exits: Exits from European technology and industrial companies.
Recent Investments: New investments in North American and European private equity funds.
Office Locations:
- Geneva (Headquarters): Rue du Rhône 116, 1204 Geneva, Switzerland
Website: www.hermancecap.com
Quote: “Our goal is to provide superior returns by leveraging our deep network and investing expertise in the private equity market.” – Pascal Noth, Managing Partner
Reyl & Cie
Investment Style: Reyl & Cie focuses on wealth and asset management, with a strong emphasis on private banking and private equity investments. They target growth-stage companies and innovative sectors for long-term value creation.
Portfolio Companies: Includes investments in technology, healthcare, and financial services sectors.
Founding Date: 1973
Number of Investment Professionals: Over 400 professionals.
Assets Under Management: Approximately CHF 38 billion
Key Investment Professionals:
- Francois Reyl, CEO: Leads strategic initiatives and oversees investment management activities.
- Pierre Reyl, Head of Private Banking: Focuses on delivering personalized wealth management solutions.
Recent Exits: Successful exits from fintech and healthcare investments.
Recent Investments: New investments in sustainable technology and financial services.
Office Locations:
- Geneva (Headquarters): Rue du Rhône 62, 1204 Geneva, Switzerland
- Additional Offices: Zurich, Lugano, London, Dubai.
Website: www.reyl.com
Quote: “We are dedicated to providing innovative and tailored investment solutions that meet our clients’ aspirations.” – Francois Reyl, CEO
Conclusion
Geneva’s private equity landscape continues to evolve, offering sophisticated financial strategies for high-growth enterprises. The city’s robust ecosystem of global connections and regulatory frameworks makes it an attractive hub for strategic transactions. As firms navigate complex market dynamics, understanding local nuances becomes crucial for successful exits.
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