Creating value together

We strive to deliver to our clients future-proof efficient solutions in the fields of discretionary portfolio management, advisory and private wealth services.
As a best-in-class private investment office, we serve a broad spectrum of client profiles, from High Net Worth Individuals, their companies and their families, to Institutional clients.

Wealth
Management

We guide our clients through the complexities of the financial world. As your family’s needs evolve over time, we find the most appropriate solutions to help you protect and increase your assets. We design investment solutions that are tailored to your unique needs and goals.

Our open architecture provides a broad spectrum of opportunities in liquid investments, alternative products, and private deals. We offer different levels of services, such as Discretionary portfolio management, Advisory portfolio management, ESG mandates and Long-term equity portfolios.

Asset
Management

Technology is a key tool in designing Investivity’s innovative investment solutions. Our approach to asset management reflects the quantitative mindset of our team. We develop systematic investment strategies across several asset classes, powered by state-of-the-art technology.

Our technological infrastructure is instrumental to many of our sophisticated investment strategies that are not accessible via manual trading. We blend our financial, quantitative and technological backgrounds to craft and actively manage highly diversified portfolios in an effective and cost-efficient way.

Private
Wealth

Our group aims to be the cornerstone that our clients can rely upon for all their private and business interests. Our independence, expertise and transparency, coupled with our innovative and customised solutions, add value to enterprising families and contribute to perpetuating family values and successful businesses.