Private Investing

Wealth, structured to last.

Discreet, multi-generational portfolios for families, founders and trustees — built around your situation, not a model.

180+Private clients
14 yrsAvg relationship
CHF 25M+Typical mandate
180+
Active families
14 yrs
Average relationship
CHF 25M+
Typical mandate size
12
Senior partners
Senior-led, alwaysYour partner stays for the relationship

A private bank in spirit, not in name.

Every relationship at HPC Suisse begins the same way — a confidential conversation with a partner who will own it.

Our private investing practice serves entrepreneurs, families and trustees from the moment of liquidity through to the next generation. Mandates are designed around the client — not slotted into a product.

Each relationship is led by a senior partner, supported by specialists in tax, succession, philanthropy and reporting. The same partner remains your point of contact for the duration of the relationship — typically more than a decade.

What we offer

  • Discretionary and advisory portfolio management
  • Multi-jurisdictional wealth structuring and reporting
  • Succession and intergenerational wealth planning
  • Coordination with lawyers, fiduciaries and family offices
  • Philanthropic structuring and impact investing advisory

How we work with families.

Six commitments that define a private mandate at HPC Suisse.

01

Senior partnership

A senior partner owns the relationship — and remains your point of contact for as long as it lasts.

02

No product bias

We do not manufacture or distribute third-party product. The advice is the advice.

03

Multi-generational lens

Portfolios are built for the next generation, not the next quarter.

04

Discretion as default

Confidentiality is built into how we operate — not promised in a brochure.

05

Open architecture

We allocate to the best in the world. We do not pretend to be best at everything.

06

Transparent fees

A single, transparent advisory fee. No hidden retrocessions, no product spreads.

Built for long relationships.

The numbers that matter to a family office.

14 yrs
Average relationship
Tenure of an active private client at HPC Suisse.
92%
Family retention
Of relationships maintained across generational handovers.
0
Hidden fees
Single transparent advisory fee. No retrocessions, no product spreads.

How a relationship begins.

Slowly. Carefully. With time to listen.

01
First conversation
A confidential discussion with a senior partner. No proposal, no pressure — just listening.
02
Situation analysis
We map the family's assets, structures, jurisdictions, goals and concerns.
03
Strategic plan
A written investment policy statement and wealth plan, agreed over multiple meetings.
04
Onboarding
Custody, structure and reporting are set up alongside your existing advisors.
05
Quarterly governance
Quarterly reviews with the family. Annual deep dive on strategy and structure.

Related strategies

Begin a private conversation with HPC Suisse.

Every relationship begins the same way — a confidential discussion with one of our senior partners. No obligation, no template.