“Our values are dictated by our hearts and our education. On this, we cannot compromise.”

Yann Labry more details

“At Alphaswiss, we manage our clients’ wealth as if it were our own.”

René Morgenthaler more details

“In building our clients’ portfolios, our views of the market only come into play after we’ve listened to and understood their goals – never before.”

René Morgenthaler more details

“Each one of our clients deserves the extra mile.”

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“We care for our clients.”

Carolla Labry more details

“We develop direct investment offerings that reflect our clients’ interest in the real economy.”

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“I enjoy being able to dedicate more time to each client.”

Sébastien Haas more details

“Priorities are simple for us at AlphaSwiss: the client and the service we give him.”

Jens Moeller more details

We have been investors in Grubmarket since 2019 when its valuation was $200M. Bringing innovation to the complex food supply chain in the US, Grubmarket serves a broad range of customers with its B2B and B2C platform. Grubmarket has shown rapid growth with ARR tripling since 2020. Its latest valuation stands at $2.1Bln. Positive trends continue as the company meets key milestones and prepares for IPO.

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In 2020, AlphaSwiss gained investor access to Redesign Health, a company building tech-enabled healthcare solutions that keep pace with the trajectory of science and research. At the time of our investment, the company’s valuation stood at $300M. The most funding recent round, which included top US-based financiers, brings Redesign's post-money valuation to $1.7 billion.

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In November 2017, we obtained access to an investment in Dropbox for our clients, only four months ahead of the IPO. The stock opened in the public exchange at +35% from our entry price.

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In late 2015, we invested in DocuSign. The company went IPO in April 2018 and the stock opened at +90% from our entry price. We are also strong proponents of this technology and implemented it in our processes, with e-signature required on most documentation.

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We have been investors in Lyft since 2015 and participated in several funding rounds from a first valuation of $3.7 billion. In June 2018, the company raised $600 million from Fidelity at a valuation of $15 billion. They came IPO in March 2019 at a valuation of $24 billion.

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In mid-2017, we invested into TransferWise, the fintech company disrupting money transfers. Since then, the company has maintained a growth rate of 70% YoY. Recently it announced a deal with a major European bank to offer inexpensive currency transfers to its clientele.

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Back in 2015, we invested in Palantir, the big data analytics company backed by PayPal’s co-founder Peter Thiel. The company was valued at $13.2 billion at the time. It went public (IPO) in September 2020 and was valued at $44 billion in February 2021, when our investment lock-up ended.

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