Mandate & appetite
- Preferred strategies
- Core, Opportunistic, Value Add
- Target geographies
- Europe
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Boccard & Partenaires SA, headquartered in Neuchatel and Fribourg, is an independent Swiss family office specializing in private wealth management, estate planning, and succession strategies with a focus on preserving and growing client assets across generations.
Unlock mandates & allocation signals
See Boccard & Partenaires SA's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Family Office · $1.8bn AUM
BCO Swiss Family Office
Lugano, Europe
BCO Swiss Family Office is a Lugano, Switzerland-based multi-family office. Established in 1968, the firm manages and invests the wealth of several high and ultra high net worth families and individuals.
Family Office
Private Client Partners
Zürich, Switzerland
Private Client Partners is an independent Swiss family office service firm based in Zurich, founded in 1998. It provides comprehensive, personalized w...
Family Office
Swisspath Capital
Zurich, Switzerland
SwissPath is a Swiss-based independent multi-family office headquartered in Zurich, licensed by FINMA, providing tailored wealth solutions and unique investment strategies across financial markets and private equity. The firm emphasizes personalized service for established clients and active entrepreneurs without specified real estate focus or founding family details.
Other · $1.8bn AUM
BCO Swiss Family Office SA
Switzerland
BCO Swiss Family Office SA, founded in 1968 and based in Lugano, Switzerland, is an independent financial advisor specializing in wealth preservation and growth through global consultancy, risk management, and diversified investment strategies tailored for families and companies across generations.
Family Office
AB Private Office
Grand-Saconnex, Switzerland
AB Private Office is a Geneva-based family office founded in 2018, offering customized financial and corporate services to high-net-worth clients in S...
Family Office
Belvoir Capital AG
—
Belvoir Capital AG, founded in 2004 and headquartered in Zurich, Switzerland, is a FINMA-regulated multi-family office specializing in tailored wealth management. The firm invests across liquid securities, direct investments in SMEs, real estate via value-add club deals, and venture capital, combining traditional and innovative strategies for holistic asset structuring.