Patrimonium was founded in 2007 by Christoph Syz, Daniel Heine and Stephane Bonvin, Swiss entrepreneurs sharing the belief that private markets could unlock attractive opportunities for professional investors.
Our firm initially started in Real Estate and Private Debt. We added Infrastructure in 2015, and Private Equity in 2017 to cover the full spectrum of private-market investments.
Today we are a partner of more than 150 institutional investors in Switzerland and Europe.
Our investments in each asset class are managed by a dedicated in-house team. We also possess unique sourcing capabilities in northern Europe, mainly the German-speaking countries of Switzerland, Germany and Austria.
We have developed proprietary processes to master the complexity of selecting and managing private-market investments, enhancing performance, and mitigating risks.
True to our entrepreneurial attitude, we typically invest alongside third-party investors in the structures we create.
Our firm is supervised by FINMA, the Swiss securities regulator, and by OAK BV, the Swiss pension fund regulator. We employ more than 50 people at our offices in Zurich and Lausanne and currently have CHF 3,2 bn in assets under management.
“Managing private-market investments gives us direct exposure to the real economy – which makes it one of the most stimulating activities in the financial sector. We offer ambitious professionals the opportunity to develop their careers in this kind of dynamic working environment”
We believe that private markets offer value creation opportunities to managers armed with the will, experience and capabilities needed to implement an active approach.
The anticipation of societal needs is embedded in our active approach and entrepreneurial orientation. We consider the needs of our society at large, and our environment, while maintaining the long-term vision our clients aim for.
Our mission is to satisfy our investors, clients, and partners at all levels by delivering outstanding service and consistent, transparent communication.
Investing in private markets means being able to engage for the long term. It also means putting a focus on maintaining existing assets before attempting to grow a portfolio. We are comfortable with this perspective and have put the respective processes in place.
Investing directly in private markets is a people-oriented business. Entrepreneurs and owners are often intimately bound to their businesses and assets. We understand this and incorporate these considerations into our daily decisions. We treat our counterparties with respect and always seek to achieve a beneficial outcome for everyone involved.
We are well aware that our investment decisions have a broad impact. While our mission is to protect our investors' capital, we seek to integrate the interests and needs of all parties involved.
Responsible investing is the backbone of our success
At Patrimonium, we follow a responsible investment approach incorporating environmental, social and governance (ESG) factors. We believe that including ESG criteria in our investment decisions can generate sustainable long-term returns. This approach also underpins our fiduciary duty as an asset management company. We manage portfolios prudently, with a farsighted view – and have adopted responsible sustainable business practices because we believe they ultimately help us identify better investment opportunities.