investa room
Investa Room

ADVISORY

Bringing institutional outcomes to the private wealth ecosystem

Investa's advisory practice offers a complete set of asset allocation building blocks — from conservative income and diversified growth through to direct private co-investments and venture capital — designed to give family offices and wealth managers access to the full spectrum of private market opportunities within a coherent, governed investment programme.
Advisory at Investa is grounded in the firm's direct experience as a principal investor. This is not generic asset allocation consulting — it is an advisory practice that draws on live deal flow, an active co-investment portfolio, and a proprietary structuring capability to deliver outcomes that are genuinely institutional in character.

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Liquidity, fixed income, and market-neutral strategies. Designed for capital preservation with stable income generation across shorter time horizons.

Equity, extended fixed income, and hedge fund strategies. Built for long-term growth with resilience — balancing upside potential with portfolio stability.

Closed-ended, direct co-investment exposure to high-conviction private opportunities. Opportunistic, innovation-driven, with direct relationships with management teams.

Diversified exposure to top-tier private equity and venture capital managers — spanning vintage programmes, fund-of-funds structures, and specialist vehicles across stages and geographies.

Client Perspectives

Selected perspectives on Investa's advisory practice

Selected perspectives on Investa's advisory practice

"Investa structured a bespoke RAIF platform tailored to our investment strategy, advising on fund selection, securing institutional-level access and pricing, and overseeing ongoing reporting and administration. Their ability to combine structuring expertise, manager selection, and operational execution provided a seamless institutional-grade solution for our Family Office."

End-to-end investment strategy

"The possibility to get top quality advise, deal selection coupled with capability to execute on the complexity of structuring the right vehicle allows us to be focused on what we do well (serving our clients)"

Portfolio Construction Advisory

Mandate · Private Bank

Rationalising a fragmented alternatives programme

A private bank with multiple disconnected alternative exposures engaged Investa to consolidate its programme. Investa mapped existing positions against a structured allocation framework, identified concentration risks and governance gaps, and proposed a unified programme aligned to the bank’s client risk and return objectives.

Mandate · Wealth Manager

Delivering private markets at scale to HNW clients

A Swiss wealth manager sought to offer the full spectrum of private market alternatives — from conservative income to direct co-investments — without building internal capability from scratch. Investa designed the programme architecture, structured appropriate wrappers, and provides ongoing deal flow, execution, and client reporting.

Mandate · Single-Family Office

Institutional private markets access — from zero to programme

A family office with no prior alternatives allocation engaged Investa to build a full private markets programme. Investa defined the allocation architecture across income, growth, and direct co-investment building blocks, selected appropriate vehicles, established governance, and co-executed the first three transactions — delivering institutional-grade private markets capability to a private wealth context.

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