“The AlphaSwiss team is creative and has the experience to navigate today’s evolving finance industry.”Client
At Alphaswiss we don’t believe in pushing one-size-fits-all strategies. Your portfolio is fully bespoke, built and managed around your needs and designed to meet your objectives. Our own views on the market only come into play once we’ve listened to and understood your goals – never before.
Because our business model is free of any conflict of interest – we don’t receive inducements from custodian banks or fund managers – there is no incentive to favour one investment over another. Instead, we are free to examine the broader asset universe, including equity and debt non-listed investments, and select only what promises to offer you the best value.
Additionally, you benefit from the attractive fee schedules we negotiate with top banks, which reduce the total expense ratio (total cost) of your portfolio. And, with the careful collaboration of your tax advisor, we ensure that your portfolio is as fiscally efficient as possible.
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.more details
In October 2020 we invested into Sophia Genetics. 8 months later Sophia Genetics has successfully completed its IPO on the NASDAQ exchange under the symbol “SOPH.” The IPO was priced at market capitalization of ~$1.1 billion. Since then, the share price is up 10%. Our MOIC based on the IPO price has been 1.58x.more details
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.more details
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.more details
In May 2018, we partnered with a recognized venture capital firm to structure an investment into HMD (Nokia) for our clients to invest alongside tier one investors including Foxconn. Since this round was reserved for “partners,” we benefited from a very attractive pre-money valuation.more details
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.more details
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.more details