The Value Chain
A complete private markets platform
From its base in Switzerland, Investa delivers across the full private markets value chain — sourcing global deal flow, structuring bespoke investment vehicles, and providing strategic advisory. Each capability is integrated within a single platform, designed to bring institutional-grade outcomes to professional investors worldwide.
Access to high-quality opportunities through an extensive network of family offices, entrepreneurs, and specialist asset managers. A co-investment and partnership model ensures genuine alignment of interests and institutional pricing on every deal.
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Quality Deal Flow
The ability to structure across the full range of available vehicles — fund structures, SPVs, securitisations, direct holdings, and digital instruments — including proprietary vehicles operated by Investa for both internal and client use. Structure designed around the investment, not the other way around.
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Structuring Ecosystem
Strategic advisory on private market allocation, portfolio construction, and investment programme design — alongside wealth management and strategic consulting for family offices and institutional clients. Investa translates investment strategy into practical, executable programmes.
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Advisory
The team delivering private markets
Investa brings together senior professionals from JPMorgan, Amazon, UBS, HSBC, Bain, EFG, Fideuram, Banca Generali, and other leading institutions — a Swiss-based team with deep international client relationships and global reach across private market deal flow, structuring, advisory, and operations.
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