What we do, in practice.
Three areas of expertise that reinforce each other. A real estate project has to be structured, financed and, increasingly, managed with digital tools. We work across the whole cycle or on a single stage.
Acquire, develop, add value.
We support private investors, family offices and entrepreneurs in acquiring income-producing buildings, land and development projects in French-speaking Switzerland.
Every file starts with the fundamentals: actual rent roll, deferred maintenance, building potential, planning constraints. Then come the appraisal, the negotiation strategy and support through to the notarial deed.
- Sourcing and screening opportunities
- Technical, legal and financial due diligence
- Development appraisals and feasibility studies
- Value-add and repositioning strategy
- Building rights (DDP) and land structures
- Negotiation and support through to completion
Making a project financeable.
A good opportunity badly structured is still a missed opportunity. We design the right structure, the split of roles and risks between partners, and a financing plan that stands up in front of a credit committee.
We then coordinate the parties involved (notaries, accountants, architects, banks) so that the timetable holds.
- Transaction structuring and partner agreements
- Financing plans and bank submissions
- Financial models and sensitivity analysis
- Partner search and selection
- Project governance and dashboards
- Investor reporting
AI where it pays.
Many companies experiment with artificial intelligence; few get a measurable result. Our approach starts from processes: where time is lost, where decisions are made, where data already exists.
We build a realistic roadmap, deploy the first tools, measure the effect and train the teams. Compliance (Swiss data protection, confidentiality) is handled from day one.
- Diagnostic and process mapping
- Prioritised AI roadmap
- Business process automation
- Tool selection, configuration and deployment
- Leadership and team training
- Usage policy and data protection compliance
We do not manage assets and we do not advise on financial instruments (shares, bonds, funds, structured products). For those matters, we will refer you to a registered client adviser or an institution supervised by FINMA.
Let's talk about your project.
An initial conversation, with no commitment, to understand your situation and see whether we are the right fit. In Geneva, in London or by video call.
Or write to [email protected]