Beyond
Conventional
×
Alternative Investments The era of simple solutions is over.
In the 1980s and 1990s, there was a simple formula for successful investing: 60 percent of wealth was invested in stocks, 40 percent went into bonds, which at the time led to attractive returns with relatively low risk.
In today's increasingly complex capital market environment, achieving sustainable growth is more challenging than ever. In 2022, US 60/40 portfolios recorded their highest losses in more than 80 years - and purely liquid investment strategies such as these will probably increasingly reach their limits in the future.
In this context, alternative investments have become essential for long-term investment success.
Alternative investments are assets beyond traditional investment categories. Beyond bonds, stocks and precious metals, these include private equity , private debt , real estate funds and hedge funds . Unlike stocks and bonds, alternative investments are less influenced by short-term trends in the capital markets and can thus help to reduce volatility through diversification. At the same time, they offer new return opportunities and represent your wealth thus crisis-proof and future-proof.
The best "alternatives" for your wealth
Institutional investors and family offices have been successfully investing in alternative investments for decades – their portfolios consist on average of 43 percent of these asset classes 1 . For good reason, as the development of two portfolios enriched with alternative investments compared to a simple 60/40 portfolio over two decades shows.
FINVIA offers you access to alternative investments starting with an investment amount of €200,000 - at conditions that are otherwise usually only available to institutional investors. Our investment committee continuously curates the best options in the various asset classes for you. The decades of experience, the excellent networks and the impressive track record of our experts ensure that your money benefits optimally from alternative investments - ideally as part of an individual overall asset strategy .
1 UBS Global Family Office Report 2022
More than
1
billion € invested capital
in alternative investments
More than
60
Successfully subscribed funds
in alternative investments
More than
25
Years of experience
in alternative investments
To
100%
individually tailored portfolios
in alternative investments
You have full control - view funds and subscribe directly
The specially developed FINVIA Investment Platform gives you access to exclusively curated funds from excellent private equity, real estate and venture capital managers. It also allows you to subscribe to investments digitally with just a few clicks whenever you want.
You can do this completely independently. Our advisors will also be happy to support you with an individual investment strategy. Our FINVIA Investment Platform rounds off the digital offering.
FINVIA Masterclass
Alternative Investments: Greater Stability for Your Portfolio
Beyond Traditional Investments
Alternative asset classes offer various strategies for portfolio diversification. Find out how illiquidity and long-term capital commitment can create security and stability. How do alternative investments differ from traditional investments and what are the advantages for investors?
View Masterclass
Alternative investments
Four reasons to
Invest in Alternatives with FINVIA
1. Increased return expectations
Especially against the backdrop of low interest rates or stock market crises, it is clear that a larger share of alternative investments in the total assets can increase the total return expectation of your wealth significantly increase compared to a purely liquid investment – with the same interim risk of loss.
2. Diversify your portfolio
With access to alternative investments, you can play the entire investment spectrum instead of limiting yourself to just a small part of it. Alternative asset classes diversify your portfolio and make it less dependent on short-term capital market trends. This enables you to put together a robust investment structure that enables stable returns in the long term.
3. Decades of experience
Thanks to our experts' decades of experience in the field of alternative investments, FINVIA has excellent relationships with well-known fund managers. Our contacts and our network ensure that we always offer the best possible solution for you and your wealth get out.
4. Exclusive access
Our position as a multi-family office enables us to offer you access to exclusive investment opportunities that are normally closed to private investors - at favorable conditions that are otherwise only available to institutional investors. After all, low costs are an important aspect of your investment success.
Alternative investments
A world of opportunities for a more robust portfolio
Private Equity
Private Equity
RETURN THROUGH ENTREPRENEURIAL SUCCESS
Private equity refers to over-the-counter private equity capital that is invested in companies by investment companies. While this opens up new opportunities for the company to develop further, you benefit from the increase in value.
FINVIA is one of the pioneers in the German-speaking world: our experts have been successfully investing with clients in private equity since the 1990s.
Venture Capital
Venture Capital
INVESTMENT IN INNOVATION
As a dynamic asset class of increasing importance, venture capital focuses entirely on investments in young, high-growth companies and the trends of the future and offers potential for above-average returns.
The FINVIA “Venture Capital Selection” fund enables you to make diversified investments in the most promising companies in the most important venture capital markets.
Impact investing
Impact investing
INVESTMENTS IN THE FUTURE
With impact investing, you get more than just returns. With long-term investments, you promote innovative and disruptive technologies that pave the way for the transformation to sustainable business. When developing new impact investment areas, we follow the 17 "Sustainable Development Goals" published by the UN.
Experience shows that market-standard private equity returns can be expected from impact investing.
private debt
private debt
PLANABLE RETURN THROUGH INTEREST INCOME
Private debt is debt capital that is provided to companies or projects by private investors such as pension funds, insurance companies or family offices. As non-publicly traded loans, they have longer terms and higher risks than bank loans - but often also offer better returns.
The low correlation with other investments, a high degree of predictability of returns and a generally attractive risk-return profile make private debt an extremely attractive asset class.
hedge funds
hedge funds
DIVERSITY FOR MAXIMUM RETURN
As a stabilizing anchor, hedge funds are a central component in many portfolios. The semi-liquid investment funds use a variety of, often speculative strategies to maximize returns. Normally less regulated than other investment funds, hedge funds offer qualified investors tailor-made solutions for a wide range of investment goals and investment strategies.
We offer you a global hedge fund program that covers all established regions: North America, Europe and Asia.
infrastructure investments
infrastructure investments
INVESTING IN BASICS
Investments in infrastructure projects such as bridges, railways and roads as well as water and electricity supply facilities. The most important feature, in addition to the low correlation with other asset classes, is long-term and predictable cash flows.
Our global infrastructure program offers you access to both planned (greenfield) and already implemented (brownfield) projects.
FINVIA services
