Investment & Wealth
Investment is not simply about finding an opportunity.
It is about determining whether that opportunity is appropriate for the investor.
Different investors have different objectives, preferences, time horizons and requirements. The same opportunity can therefore have very different relevance depending on the person or organisation considering it.
Utrust SwissFinance works with selected investors and private clients to identify and evaluate opportunities that may fit those individual parameters.
Our objective is not to generate a large volume of opportunities. It is to focus attention on opportunities that may genuinely be relevant.
A considered process from idea to conversation.
We move through a clear sequence before an opportunity becomes a serious investment conversation.
Understand
We understand the investor's objectives, preferences and requirements before considering whether an opportunity is relevant.
Identify
We identify opportunities that may be relevant to those parameters, with an emphasis on selectivity rather than volume.
Assess
We consider the opportunity from a financial and strategic perspective, looking beyond the headline proposition.
Connect
Where appropriate, we facilitate direct discussions with relevant counterparties and support the next stage of the conversation.
Opportunities across private markets and business.
Depending on the investor's objectives and requirements, potential areas may include private companies, corporate participations, strategic investments and selected private transactions.
These areas are illustrative rather than exhaustive. The relevance of any opportunity is considered in the context of the individual investor.
The objective is relevance not quantity.
Our approach is selective rather than volume-driven. We do not believe more opportunities necessarily create better investment decisions.
The focus is on understanding the investor first, then concentrating on opportunities that appear aligned with the objectives and requirements already established.
Considered opportunities. Relevant decisions.
A relationship-led approach to investment opportunities, private transactions and selected strategic situations.