/ Freienbach — Zurich — London
Wealth management based on conviction, not formula.
We build positions in real estate and private equity because we know the underlying assets and the operators who manage them.
— REGOTIS HOLDING
Values
Independence and transparency:
Our independence guarantees that our advice is always in your best interest. We operate with complete transparency regarding our methods and fees. Direct access to off-market real estate and private equity transactions—non-intermediated and thesis-based.
Personalized approach:
Every situation is unique. We take the time to understand your aspirations, constraints, and risk tolerance in order to offer you tailored strategies.
— Investment thesis
Three years of proprietary cash flow
Proprietary Deals Stream
Direct access to off-market real estate and private equity transactions not intermediated, selected based on thesis.
The deals we refuse define our thesis as much as those we accept. Our discipline is measured by the positions we have not taken.
Founding co-investment
Each position is taken with our own capital. Portfolio discipline stems from this structure, not from a contractual mandate.
We invest our own capital alongside that of our clients. Alignment is not a promise; it is the structure of every mandate.
• Areas of expertise
Illiquid assets
Real Estate
Private Equity
Financial Advice
Selection and sub-writing of residential and commercial assets in Zurich, Geneva and London. Hands-on approach to each transaction.
Access to unlisted capital opportunities inaccessible through institutional channels. Rigorous evaluation of operators and the thesis.
Custom portfolio construction for significant wealth. The conversation about fees comes after the conversation about suitability.