Avertis Group AG
Avertis Group AG is a Zurich-based private capital conglomerate that serves as a modern Virtual Family Office for wealthy families, entrepreneurs, investors, and foundations. We combine institutional-grade governance with agile investment execution, delivering an investment office as a service that protects, structures, and scales capital across public and private markets.
We function not as traditional asset managers, but as architects of capital. Our role is to design bespoke financial structures and multi-asset frameworks for accredited investors, Family Offices, and institutional partners. Every mandate is engineered from first principles to deliver transparency, control, and long-term performance.
We champion transparency, disciplined execution, and custody through segregated account structures, encouraging you to maintain full visibility and direct ownership of your assets. Our Virtual Family Office model consolidates fragmented advisors and uncoordinated decision-making into one unified investment command center.
With headquarters in Zurich, we adhere to Swiss financial standards that prioritize capital preservation, disciplined risk management, and structural clarity. Swiss precision combines with global opportunity, encouraging long-term security and measurable results.
Traditional pooled vehicles often obscure risk, fees, and decision-making. Avertis provides complete clarity. Segregated Account models ensure clients retain direct ownership of underlying assets while leveraging our institutional-grade execution, reporting, and infrastructure.
Avertis is one of the few boutique groups equipped with expertise in high-frequency public-market trading and long-term private equity structuring. This dual capability allows us to design and execute capital architectures that dynamically reallocate, hedge, and unlock asymmetric opportunities across asset classes.
Most families and entrepreneurs understand their goals, yet lack a unified roadmap to achieve them. Conflicting advice, unstructured planning, and a lack of accountability slow progress. Avertis constructs institutional-grade blueprints rooted in Swiss governance, giving you clarity that compounds over time.
Strong ideas only deliver value when supported by disciplined execution. Whether in active portfolio management, investor outreach, risk controls, or private equity sourcing, we operate with reliability and precision. Our Virtual Family Office removes operational friction and ensures your capital is deployed with intent.
Trust is the rarest form of capital. Many firms hide behind complexity. We build through transparency. Segregated accounts, performance-aligned incentives, direct access to senior partners, and personal stewardship define our approach. Alignment is built into every decision.
Avertis Group is building an international home for intelligent capital, uniting stability, clarity, and freedom. We develop systems, structures, and partnerships that allow individuals and businesses to grow responsibly. Our aspiration is a world where capital is intentionally deployed to create opportunity, protect families, and deliver a lasting positive impact.
We provide investors and entrepreneurs with a structured, trustworthy, and personal path to protect and grow their wealth. We design frameworks that stand over time, cultivate meaningful relationships, and build solutions that work. At the same time, we support families and businesses in recognizing opportunities and evolving with us. Our commitment is to blend financial strength with responsibility and generate outcomes that extend beyond returns.
Avertis Group functions as a modern Virtual Family Office offering families and entrepreneurs the equivalent of an embedded CFO-CIO unit. We consolidate investment oversight, wealth structuring, and capital strategy under one coordinated umbrella. Clients retain full ownership, while Avertis ensures their capital is protected, governed, and strategically deployed. The result is a transparent, disciplined, and agile wealth architecture.
Our Ecosystem
Avertis operates as a diversified financial ecosystem spanning liquid public markets and long-term private equity.
The Engine of Active Growth
Our liquid-markets division focused on US equities, derivatives, and FX through disciplined, active strategies.
The Bridge Between Innovation and Capital
Our corporate finance and advisory division identifying and structuring high-potential ventures in Cleantech, Medtech, and adjacent sectors.
Value Creation in the Real Economy
Our private equity arm targeting lower mid-market buyouts, succession solutions, and growth equity. We partner with management teams to preserve legacy and drive modernization.
Swiss governance embedded into every mandate, offering reliability and security.
A seamless integration of strategy, capital, and execution within one coherent platform.
Direct access to senior partners committed to your long-term outcomes.
"Most firms offer one service. We offer an ecosystem that integrates all three with the same governance, culture, and human alignment."
Learn how our tailored solutions help you move forward with clarity and momentum.
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