A Company built on conviction, deal by deal.
Independent, founder-led, and equity-invested in every mandate. Regotis is not a retail bank.
Mission
Dedicated family wealth management services designed to preserve, manage, and grow your wealth across generations. Through a highly personalized approach, strategic financial planning, investment monitoring, and wealth structuring are tailored to the specific needs of each individual and family. Focused on discretion, long-term relationships, and comprehensive financial management, each strategy is developed to protect your legacy, support your future ambitions, and ensure lasting financial stability.
Fondée sur la discipline du capital, non sur l'allocation automatisée.
— Founding thesis
Since 2012: a conviction regarding illiquid assets
Since 2012, Regotis has been built around a precise thesis: quality real estate and private equity deals are inaccessible through retail banking channels.
Each passing year has produced a record of accepted transactions — and transactions rejected because they did not meet our underwriting criteria.
This filter, applied deal by deal since the beginning, constitutes the firm's main asset.
Capital discipline
Advice, performance and long-term asset management.
No analysis is delegated to interchangeable teams. Investment decisions are made by the founders, who know the assets and operators involved.
Our own capital is committed to every mandate. Discipline is not just talk; it's our personal commitment on every line.
The conversation about suitability precedes everything else.
If our approach aligns with your portfolio objectives, we can examine together what the current deal flow offers.