Private
Clients
Invest Differently. Preserve Your Wealth.
Build for the Future.
We support private individuals seeking structured, secure, and disciplined investments, within a framework built on transparency and governance.
Our solutions are designed for those looking to diversify their capital beyond traditional markets, while benefiting from a comprehensive wealth management approach.
Who Is Our Approach
Designed For?
Our clients are individuals seeking a reliable, discreet, and experienced partner to help them structure, diversify, or transfer their wealth:
- Entrepreneurs who have exited or grown their company
- Senior executives looking to optimize savings or deferred income
- Wealthy families seeking international structuring solutions
- Expatriates or non-domiciled residents needing cross-border strategies
- Sophisticated investors interested in private assets (crypto, real estate, SMEs)
Wealth Management
Aligned with Your Goals
Each private client at HEVEA Funds gains confidential access to our investment vehicles, tailored to their profile, tax residence, and objectives:
- Optimize your tax position (via companies, holdings, SPVs or custom contracts)
- Generate complementary income (rental yields, crypto mining, structured coupons)
- Protect sensitive assets (physical gold, crypto, tangible real estate)
- Prepare for wealth transfer (ownership structures, family holdings)
- Reduce reliance on banks—while maintaining a legal, secure framework
Privileged Access to
HEVEA Funds
HEVEATECTURE: Invest in high-yield international real estate via structured and secured projects.
HEVEA GENIUS: Gain exposure to bitcoin, Swiss physical gold, and crypto mining in an institutional-grade setup—with insurance against theft, loss, or hacking.
HEVEA INVEST: Co-invest in high-value Swiss or European SMEs with full support through to exit.
A Holistic Approach
Beyond Investment
As a HEVEA private client, you benefit from tailored advisory and access to our ecosystem of independent experts: lawyers, tax advisors, bankers, insurers, and family officers.
We help you address key wealth-related questions:
- How should I structure my wealth in Switzerland or abroad?
- How can I transfer assets to my children with minimal tax impact?
- How do I reallocate capital after an exit or liquidity event?
- How can I protect myself from inflation, banking instability, or geopolitical shifts?
- How can I diversify without exposure to opaque or overly complex bank products?
A Relationship Built on Trust
Not Sales Pressure
We are not a bank, a platform, or a traditional asset manager.
We don’t aim to sell you products—we aim to build a long-term relationship based on listening, transparency, and strategic relevance.
Your contact at HEVEA Funds is a stable, engaged advisor who will support, structure, and monitor each investment over time.
The HEVEA Club
Go Further
As an active client, you gain access to the HEVEA Club, our private circle reserved for investors. It includes:
- Access to confidential opportunities
- Thematic events
- Privileged introductions to key partners
- Peer-to-peer exchanges with like-minded investors
Are you a private investor looking to speak with one of our team members?
Contact us in full confidentiality.
