AlphaBee Invest SA

AlphaBee Invest SA is an independent family and private investment office dedicated to finding global solutions and offering bespoke services for families’ unique needs. Team members have proven experience in structuring family capital and advising on the wealth of complex family groups. AlphaBee Invest SA offers: α Strong frame of corporate governance in place, as well as stalwart values: Honesty, Humbleness and Hard Work α Full alignment of interests between the families and AlphaBee’s managing partners α +90 cumulative years of international professional experience, with a focus in investment analysis, advisory, fund selection, operations (including FX-hedging), reporting and administration α +50 years’ specialized and proven expertise in the active portfolio and risk management of multi-asset and multi-strategy portfolios including the timing/sizing of investment opportunities in a global asset allocation framework α Sourcing of exclusive global investment opportunities in the fields of Private Equity, VC, Real Estate and all liquid asset classes and investment funds α First class financial education and access to Switzerland’s most prestigious schools; high-level introduction to other entrepreneur-families and their businesses; access to unique and curative healthcare and well-being

Branche

Finanzdienstleistungen

Größe

2–10 Beschäftigte

Hauptsitz

Geneva

Art

Einzelunternehmen (Gewerbe, Freiberufler etc.)

Gegründet

2016

Spezialgebiete

Family Office, Investment Advisory, Portfolio Management, Alternative Investments, Arbitrage strategies, Wealth Management, Asset Management, Luxury, Healthcare und Education