Where Private Capital Meets Institutional Precision
Discretionary managed accounts with Swiss governance, transparent reporting, and performance-driven execution. Access institutional-grade trading systems while maintaining full capital control.
A Different Approach to Asset Management
We built Avertis on a foundation of transparency, investor control, and institutional-grade execution—delivering performance-driven capital solutions that align with your long-term objectives.
Full Transparency
Real-time access to positions, trades, and performance. No black boxes, no surprises.
You Retain Control
Your capital stays in your custody account. You maintain oversight and liquidity rights.
Performance Alignment
Our incentives align with yours. We succeed only when you achieve your investment goals.
Clear Fee Structure
Simple, transparent pricing with no hidden costs. You know exactly what you're paying.
Built on Swiss Standards. Protected by Design.
Your capital security and regulatory compliance are non-negotiable. Every aspect of our operation is designed to protect investor interests.
Custody & Safeguards
Your funds are held in segregated custody accounts with tier-1 institutional custodians. Avertis never takes possession of client capital.
- Segregated custody accounts
- Tier-1 institutional custodians
- Investor retains full control
Regulatory Compliance
FINMA-aligned operational standards ensure the highest level of regulatory oversight and investor protection.
- FINMA-compliant operations
- KYC/AML procedures
- Regular compliance audits
Operational Transparency
Complete visibility into trading activity, positions, and performance with quarterly investor reporting and real-time access.
- Real-time position access
- Quarterly performance reports
- Complete trade transparency
Risk Management
Systematic risk controls and position limits protect capital while pursuing performance objectives.
- Automated risk controls
- Position size limits
- Drawdown protection
Independent Oversight
Third-party auditors and compliance officers provide independent verification of our operations and reporting.
- External auditors
- Compliance officers
- Annual compliance reviews
Managed Account Model
Unlike pooled funds, our managed account structure ensures your capital remains segregated and under your ultimate control.
- No commingled funds
- Direct account ownership
- Enhanced liquidity rights
Custodian Partners & Infrastructure
We partner with leading institutional custodians including Interactive Brokers, Lightspeed, and Swiss banking institutions to ensure your capital is held to the highest security standards. All custody relationships are fully disclosed and independently verified.
Building Enduring Value Across Markets and Generations
Avertis Group AG is a private capital and asset management firm headquartered in Zurich, with strategic presence in Dubai and other global financial centers.
We deliver comprehensive capital solutions through three specialized divisions: discretionary asset management, strategic capital advisory, and private equity investments — all unified by institutional discipline and transparent governance.
Our Foundation
Institutional Standards
Proprietary systems and rigorous compliance frameworks ensuring transparency and accountability
Global Connectivity
Strategic offices connecting European governance with Middle Eastern capital flows
Integrated Platform
Seamless coordination across asset management, advisory, and private equity for holistic solutions
An Approach with Multiple Business Areas
Three specialized divisions working in concert to deliver comprehensive capital solutions
Avertis Private Capital Management
Discretionary managed trading accounts for accredited and institutional investors. Performance-driven mandates across equities, futures, and options with transparent reporting.
Explore APCMAvertis Capital Architecture
Strategic capital advisory bridging investors, founders, and capital ecosystems. Expert structuring, financial modeling, and investor relations infrastructure.
Explore ACAAvertis Capital Partners
Private equity and M&A division focused on high-growth verticals. Strategic investments in FinTech, AI, Consumer Brands, Healthcare, and Private Credit.
Explore ACPSwiss Heritage. Global Vision.
Headquartered in Switzerland with strategic presence in Dubai, Avertis Group AG operates at the intersection of institutional capital management and strategic advisory.
We combine institutional discipline with international reach, delivering performance-driven capital solutions to accredited investors, family offices, and institutional partners worldwide.
Global Reach
Strategic presence across Zurich and Dubai connecting institutional governance with global capital flows
Institutional Systems
Proprietary infrastructure for equities, futures, and options — ensuring performance, transparency, and control
Transparent Governance
Institutional-grade compliance, regulatory oversight, and investor protection anchored in European financial standards
Integrated Platform
Seamless coordination across asset management, advisory, and private equity for holistic wealth solutions
Performance Focus
Decades of proven track record delivering consistent risk-adjusted returns across market cycles
Ready to Get Started?
Choose the path that matches your investment profile
Private & HNW Investors
Access institutional-grade managed trading accounts with transparent reporting and full capital control
- Discretionary managed accounts
- Quarterly performance reporting
- Minimum investment: $250,000
Institutional & Family Offices
Strategic capital advisory, private equity co-investments, and customized portfolio solutions
- Strategic capital structuring
- Private equity opportunities
- Customized engagement terms
Not sure which path is right for you?