And Private Wealth

And Private Wealth

And Private Wealth is a family-owned wealth management firm established in Switzerland, with operations spanning Zurich and Geneva. The firm was founded to serve the investment needs of private clients, though specific details about its founding family and year of establishment are not publicly documented. It positions itself within the Swiss private banking tradition, offering both advisory and discretionary mandates to its client base. The firm's investment strategy is defined by a singular focus on a fund-of-funds architecture. Rather than constructing portfolios from individual securities or direct investments, And Private Wealth allocates client capital across a curated roster of external fund managers. This approach spans multiple asset classes, though the specific underlying exposures—whether private equity, hedge funds, real assets, or fixed income—are not publicly itemized. The structure implies a gatekeeper function, where the firm's value proposition rests on manager diligence, access, and portfolio construction rather than proprietary investment sourcing or direct co-investment activity. Client capital is deployed globally, with the fund-of-funds model serving as a vehicle for geographic and strategic diversification. Scale metrics and team details are not publicly available. The firm does not disclose its assets under management or the number of professionals on staff. Its dual-office presence across Zurich and Geneva aligns with Switzerland's traditional wealth management corridor, but there is no publicly documented evidence of additional offices, adjacent operating businesses, philanthropic foundations, or membership in co-investor clubs. The firm has not announced recent leadership moves, strategy shifts, or operational events that would clarify its current trajectory. The firm's structural distinction lies in its exclusive commitment to the fund-of-funds format within a family-owned framework. Many Swiss wealth managers mix direct mandates with advisory services or operate proprietary fund vehicles alongside third-party selection. And Private Wealth's posture as a pure gatekeeper—selecting external managers rather than building in-house strategies—places it closer to a multi-manager allocator than a traditional private bank. This architecture may reflect a deliberate choice to avoid conflicts of interest and concentrate on diligence, though the absence of public disclosure limits a fuller assessment of its governance or succession structure.