What sets us apart
Services
Swiss Finance supports capital platforms, fund professionals, and institutional partners across a focused range of strategic services.
WHAT SETS US APART
Swiss Finance supports capital platforms, fund professionals, and institutional partners across a focused range of strategic services.
Below is a selection of areas we are active in — from fund strategy to operations, education, and research.
For inquiries related to these services or to explore a potential collaboration, please contact us directly at investors@swissfinance.com
Investment Strategy & Implementation
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Hedge fund strategies (liquid/illiquid assets)
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Co-investments & club deals
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Transaction structuring
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Investment governance and rights
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Special situations & deep-value opportunities
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Secondaries & strategic exits
Private Equity & Direct Investment
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Control & minority stakes
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Turnarounds / restructuring
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Capital + operational guidance
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Portfolio support (strategic + legal)
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Deep due diligence & execution
Fund Infrastructure & Administration
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Valuation, IR, KYC
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Structuring, compliance, reporting
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Platform buildouts (emerging funds, new GPs)
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Back-office scaling
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Internal control system design
Education & Talent Development
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Swiss Finance Academy
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HNW / UHNW family programs
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Corporate training (growth-stage firms)
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Executive track (CFO / CIO / Head of Ops–style roles)
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Internal certification (CGA – Certified Global Allocator)
Risk & Quant Systems
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Internal risk modeling (VaR, volatility, correlation tools)
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Technology integration (Python, AI, macro models)
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Data platforms & research automation for funds
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Custom dashboards + position tracking
Strategic Advisory & Business Development
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Internal risk modeling (VaR, volatility, correlation tools)
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Technology integration (Python, AI, macro models)
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Data platforms & research automation for funds
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Custom dashboards + position tracking