For Investors
Selected opportunities, considered with perspective.
Investment opportunities are most meaningful when they correspond with the investor's actual objectives.
Utrust SwissFinance works with private investors and professional counterparties to identify selected investment and business opportunities.
We focus on relevance, quality and relationships rather than volume.
Support shaped around the investor.
Our role is to understand what you are looking for, consider relevant opportunities and facilitate appropriate relationships where there is a credible basis for discussion.
Opportunity Sourcing
Identification of selected investment, corporate and business opportunities relevant to an investor's objectives.
Initial Assessment
An initial review of relevance, context and available information before an opportunity is introduced for further consideration.
Private Introductions
Direct introductions to companies, entrepreneurs and other counterparties where there is a credible basis for discussion.
Strategic Perspective
Financial and business context to help investors consider how an opportunity may fit their broader objectives.
Corporate Opportunities
Selected situations involving private companies, participations, acquisitions, partnerships and strategic investments.
Relationship Development
A relationship-led process that allows relevant parties to determine whether a broader investment or commercial relationship should follow.
Understand. Identify. Assess. Connect.
We follow a selective, relationship-based process. The investor comes first, and opportunities are considered against the parameters of the relationship.
Start with the investor.
We begin by understanding objectives, investment preferences, requirements and broader considerations before opportunities are considered.
Find relevant situations.
Potential opportunities and counterparties are identified according to the parameters discussed and the type of relationship being sought.
Consider the fit.
An initial assessment is undertaken to determine whether an opportunity appears relevant for further consideration and direct discussion.
Connect the right parties.
Where an appropriate fit exists, we facilitate a private introduction between the investor and the relevant company, entrepreneur or counterparty.
Let the relationship progress.
The relevant parties continue through direct discussion and decide independently whether the relationship should develop further.
Not everything belongs on a website.
We do not operate as a public investment marketplace. Private opportunities are often highly specific and relationship-dependent, so they are considered selectively and discussed privately.
The objective is not to create the greatest number of introductions. It is to create the right ones.
“The right opportunity begins with the right relationship.”
We begin with the investor's objectives rather than starting with a product or transaction.
This creates a clearer framework for considering financial matters, opportunities and possible courses of action.