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Schwarz & Partner Finanzkonsulenten AG

Privately held; Founded in 2008
11 – 50 employees

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Investor profile

Wealth management


Investor type

Investing in own interest and as investment consultant


Investment interests

Asset class

Equity,  Hedge funds/trading,  Multi-asset


Investment vehicle

  • Pooled investments
  • Foundations
  • Investment club
  • Open-Ended Management Investment Companies
  • Direct investments
  • Segregated/managed accounts
  • Structured products
  • Investment products
  • Leverage products
  • Derivatives (non-structured products)
  • Options
  • Other investment vehicles


Investment region

  • Global
  • Global diversified markets
  • Global diversified
  • Global developed markets
  • Global emerging markets
  • Global frontier markets
  • Global non-classified markets
  • Europe
  • Developed European countries
  • European diversified markets
  • Frontier European countries
  • Emerging European countries
  • Non-classified European countries
  • Asia
  • Diversified Asian markets
  • Developed Asian countries
  • Emerging Asian countries
  • Frontier Asian countries
  • Non-classified Asian countries
  • MENA
  • Diversified MENA Markets
  • Developed MENA countries
  • Frontier MENA countries
  • Emerging MENA countries
  • Non-classified MENA countries
  • Australia and Oceania
  • APAC developed markets
  • APAC diversified markets
  • APAC non-classified markets
  • North America
  • Developed Northern American countries
  • Diversified Northern American markets
  • Emerging Northern American countries
  • Non-classified Northern American countries
  • South America
  • Diversified Southern American markets
  • Emerging Southern American countries
  • Frontier Southern American countries
  • Non-classified Southern American countries
  • Sub-Saharan Africa
  • Emerging Sub-Saharan countries
  • Diversified Sub-Saharan markets
  • Frontier Sub-Saharan countries
  • Non-classified Sub-Saharan countries
  • Central America and the Caribbean
  • Diversified CAC countries
  • Emerging CAC countries
  • Frontier CAC countries
  • Non-classified CAC countries


Required investment set-up


Preferred currency of the investment

USD


Tax reporting

Switzerland

Considered legal/investment requirements

Regulatory frameworks of interest

UCITS, AIFMD


The investment should be available for

Qualified/accredited investor from: Switzerland NonQualified/retail investor from: Switzerland


Retrocessions

Both possible


Track record

The inception date should be before

Sep 01, 2015


Team

Patrik Faerber
CIO / Partner