With an extensive network of contacts built up over more than a decade, we possess an unparalleled capacity to source direct investment opportunities in Europe – and in particular in the German-speaking countries of Switzerland, Germany and Austria.
Our clients benefit from our ability to capture long-term performance across a spectrum of asset classes, deploy internal synergies and adapt to market cycles. Our multidisciplinary approach creates a culture favorable to the cross-fertilization of ideas, innovation, and speed. Patrimonium is positioned to provide direct access to – and risk diversification across – all main mid-market opportunities.
Private markets refer to assets that are not traded on public exchanges and that by nature are illiquid and difficult to access. Over more than a decade, private markets have proven to be a necessary investment class – not just to diversify professional investors’ portfolios, but also to capture the benefits of global growth.
Managing private-market investments requires striking a fine balance between experience and speed. At Patrimonium, our founders have more than 25 years of experience in private markets and have acquired the the right combination of skills needed to select and manage investment opportunities in real estate, private debt, private equity, and infrastructure.
Since its inception, Patrimonium has completed more than 400 private market investments and so earning the trust of more than 150 Swiss and European institutional investors.
We selectively focus on properties and regions that offer reliable long-term returns and attractive capital appreciation – which we are able to achieve through our active management approach.
Middle-market companies need capital to expand, but debt financing has become harder to obtain since traditional lenders and banks are retrenching in response to tighter regulations and a change in the overall lending landscape. This has left a gap in the mid-sized credit market that we are uniquely positioned to fill.
Mid-sized companies in Germany, Austria and Switzerland offer solid growth potential in stable economies. Our success in private equity stems from our in-depth knowledge of these markets and our extensive network of contacts. Thanks to our niche approach, we have the resources to monitor our investments carefully and seize opportunities quickly.
Infrastructure is a relatively low-volatility asset class that offers attractive diversification potential and stable, predictable cash flows. Returns in this asset class are typically uncorrelated with the broader financial markets, especially during periods of volatility, and often move in step with inflation.