Services

Private investments

Carefully reviewed investment opportunities outside public markets – with a clear analysis of opportunities and risks.

Private investments

Selected opportunities beyond traditional markets.

Concordia Management supports investors who wish to complement their portfolio with unlisted forms of investment. Our focus is on long-term strategies in which opportunities and risks are carefully weighed against each other.

Private investments can include direct company holdings, structured financing, real estate investments or holdings in selected funds. These forms of investment are often not publicly traded and are primarily suitable for experienced investors with a long-term investment horizon.

Due diligence process

Selection with structure.

Every investment is analysed in detail and monitored by our team. We check whether it suits our clients’ financial goals and risk capacity.

Structure

How is the investment structured, what rights and obligations exist and what costs are incurred?

Risk

Which scenarios could influence performance, and how high is the potential risk of loss?

Perspective

What role can the investment play within a long-term overall strategy?

Transparency comes first

Complete information before every decision.

Before every decision, you receive complete information on how the investment works, its term, costs and risks. This allows you to make well-founded decisions and build your wealth with care.

Important note: Private investments are generally less liquid than exchange-traded investments and involve increased risks – up to and including the partial or total loss of the capital invested. They should therefore only make up an appropriate share of your overall wealth.

Initial meeting

Let’s talk.

In a non-binding initial meeting you get to know how we work. We answer your questions, look at your starting position and show you possible next steps.

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