Exclusive access to an expanded investment universe
A broadly diversified and robust investment strategy is mainly based on capital market investments. However, investors who limit themselves solely to publicly traded companies are missing out on interesting investment opportunities that often bring in above-average returns. This is true not only in the area of start-ups and growth companies, but also with established companies as well.
One statistic illustrates how great this opportunity is – or rather, how enormous the universe of private market investments is: Nearly 90% of all US companies with more than USD 100 million in revenue are private companies (not publicly traded). The situation is similar in Europe: Less regulation and fewer disclosure requirements coupled with less pressure on the shareholders to quickly reach goals all contribute to the fact that more and more companies are remaining private for longer, or are choosing to leave the stock markets.
Private market investments can improve the expected returns of a portfolio while at the same time reducing volatility, thus resulting in a better risk-adjusted return profile.
Kaiser Partner Privatbank AG offers you a low-threshold, comprehensive, and exclusive private market investment solution that, up to now, has only been available to a restricted group of investors.
Private market investments are an umbrella term for capital investments that are not publicly available on a stock market. We invest in four different strategies:
Furthermore, private market investments can be split up into various categories, allowing for further diversification.
Private markets risk and return impact on equity/bonds portfolios | 1995 – 2020
Source: Hamilton Lane as of 31/10/2021
"Private market investments improve the risk-return profile of your portfolio."
Growth of $1 | Private Equity vs. MSCI World
Source: Hamilton Lane as of 31/10/2021
"Investors who limit themselves solely to publicly traded companies are missing out on interesting investment opportunities that often bring in above-average returns. "