Mandate & appetite
- Preferred strategies
- —
- Target geographies
- —
- Typical ticket
- —
- AUM
- —
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Univest Family Office, founded in 1957 and based in Basel, Switzerland, specializes in tailored wealth management solutions with a global investment approach. The owner-managed firm focuses on high-quality, transparent asset management emphasizing disciplined, sustainable investments.
Similar investors
Comparable allocators
Family Office
Univest Family Office
Basel, Switzerland
Univest Family Office, founded in 1957 and based in Basel, Switzerland, specializes in tailored wealth management solutions with a global investment approach. The owner-managed firm focuses on high-quality, transparent asset management emphasizing disciplined, sustainable investments.
Family Office
Providenzia Wealth Management
Geneva, Switzerland
Institutional investor. based in Geneva Switzerland. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor
Institutional
UniVersa
Berlin, Germany
Family Office
Swiss Capital Wealth Management AG
Switzerland
Swiss Capital Wealth Management AG is a family office based in Switzerland. The firm focuses on wealth management and investment strategies for high-net-worth individuals and families.
Other
Studer Family Office AG
Pfäffikon, Switzerland
Institutional investor. based in Pfäffikon Switzerland. LP type: Family Office. Asset class focus: Fixed Income, Private Equity, Real Estate, Venture Capital. Sectors: hotels. Active real asset investor
Family Office
Virtue Solutions
Zug, Switzerland
Institutional investor. based in Zug Switzerland. LP type: Family Office. Asset class focus: Fixed Income, Private Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor