Value for all

WHO ARE WE?

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WE ARE A SWISS INVESTMENT ADVISORY FIRM.

Spearvest was born out of the sincere desire to manage capital in a space free of bias and conflicts of interest. This allows us to foster a culture of integrity and an environment of performance and innovation.

While maintaining our independence, we use our wide network of global financial service providers combined with modern financial technology to deliver a truly holistic investment experience.

Spearvest’s partners have over 60 years combined experience advising institutional and private investors within the world’s top wealth management firms (J.P. Morgan, UBS). The trust we gained from our clients and network gives us the confidence to realize our vision.

Spearvest SA is a Swiss investment advisory firm duly registered with OAR-G, recognized and supervised by FINMA.

Headquartered in Geneva, Switzerland, we advise private and institutional investors globally.

WHAT MAKES US DIFFERENT?

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INDEPENDENCE

We deliver an advisory relationship free of bias and conflicts of interest. In short, we place ourselves alongside our clients on the ‘buy-side’ of the financial services trade.

INNOVATION

Using high-tech reporting tools and independent market data sources, we provide real time customizable reporting which consolidates our clients’ multiple portfolios and real estate globally.

NETWORK

With a wide network in the financial and real estate industries, we have access to the most recognized players, leveraging their strengths to our clients’ benefit.

DILIGENCE

Understanding our clients’ experience and knowledge, we source the most suitable solutions to achieve their set goals.

WHAT WE DO

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We are trusted to advise on our investors’ capital, drawing upon our extensive experience in managing the assets of institutional and private investors.

Acting as our client’s investment committee, we combine unbiased investment advice with modern technology to deliver unrivalled asset management experience throughout the whole value chain.

SOURCING
DUE DILLIGENCE
ASSET ALLOCATION
COST OPTIMIZATION

CONSOLIDATION
REPORTING
STRUCTURING
EXECUTION
FINANCING

Financial Investments

- Active portfolio advisory
- Global markets monitoring
- Trade execution
- Performance analytics on consolidated portfolios
- Regular fee analysis
- Sourcing financing solutions
- Wealth planning advisory
- Manage day-to-day relationship with banks,
- Cash management
- Advice on corporate actions

Real Estate Investments

- Define allocation and investment strategy
- Institutional Access to deal flow (tailor-made and co-investments)
- On-boarding of existing properties
- Review Ad-hoc opportunities
- Faciliate acquisition process, financing and structuring.
- Advise on exit/reallocation strategy
- Capex monitoring,
- Provide independant valuation and market updates

Private Investments

- Provide access to exclusive investments into private businesses
- Access to structured co-investment opportunities and selected private equity funds
- Analyze and on-board existing private equity holdings