Business Details
50+ Years
experience
Trusted Asset Management Solutions Geneva
Founded in 1971, Unigestion operates as an international boutique asset management firm specializing in private equity, equities, and wealth management solutions. Our team of investment professionals leverages over 50 years of combined experience to build long-term partnerships with institutional clients and high-net-worth individuals. We employ a disciplined investment approach tested across multiple market cycles, delivering consistent returns while maintaining a strong focus on risk management. With offices in Geneva, London, New York, and Singapore, we serve clients across Europe, North America, and Asia. Our commitment to innovation combines technology with human insight to optimize investment decisions.We pioneered ESG integration in investment processes over 20 years ago, enhancing risk-adjusted performance through sustainable practices. Our governance structure ensures independence in decision-making while maintaining transparency with stakeholders. The firm's expertise spans identifying mid-market leaders in private equity, developing algorithmic trading strategies in equities, and crafting tailored wealth management solutions. We maintain rigorous compliance standards and ethical practices across all operations. Client trust remains central to our philosophy, supported by regular communication and performance reporting.
Services
Private Equity
Equities Management
Wealth Management
Details
- Year established: 1971
Highlights and features
- We offer 50+ years of specialized investment expertise across three core disciplines
- Our ESG integration approach has been refined over two decades of practice
- We maintain independent decision-making with global market access
- We provide tailored solutions for institutional clients and high-net-worth individuals
- Our risk management framework has been tested through multiple market cycles
Services
Private Equity
We identify and invest in mid-market private equity leaders with strong growth potential. Our active ownership approach creates value through strategic guidance and operational improvements. With over 50 years of experience, we deliver attractive returns through carefully selected portfolio companies across diverse industries.
Equities Management
Our equities division combines quantitative analysis with fundamental research to build diversified portfolios. We employ proprietary algorithms to capture market opportunities while maintaining strict risk controls. The service caters to institutional investors seeking both active and passive equity exposure across global markets.
Wealth Management
We provide customized investment solutions for high-net-worth individuals and families. Our wealth managers create multi-asset portfolios aligned with specific financial goals and risk tolerances. The service includes estate planning, tax-efficient strategies, and intergenerational wealth transfer solutions tailored to each client's unique circumstances.
People
Bernard Sabrier
Chairman
Bernard Sabrier leads Unigestion as Chairman, bringing decades of experience in global asset management. He oversees strategic direction while maintaining active involvement in client relationships and investment decisions.
Questions
What investment services does Unigestion specialize in?
We focus on three core areas: private equity investments in mid-market leaders, algorithmic equities strategies, and tailored wealth management solutions for high-net-worth clients.
How does Unigestion integrate ESG factors into investments?
We've incorporated ESG criteria into our processes for over 20 years, systematically evaluating environmental, social, and governance factors to enhance risk-adjusted returns across all asset classes.
Where are Unigestion's offices located?
Our global presence includes offices in Geneva, London, New York City, Singapore, and key financial centers across Europe and North America.
What is Unigestion's approach to risk management?
We employ a disciplined framework combining quantitative analysis with fundamental research, maintaining strict position controls and stress-testing portfolios against various market scenarios.
How can investors access Unigestion's services?
Institutional clients and qualified high-net-worth individuals can contact our relationship managers through our Geneva headquarters or regional offices for customized investment solutions.
