Updated:
Appletree SA
Appletree SA was established in 2014 by Alexandre Toussaint, a former private banker at Merrill Lynch and Notz Stucki, together with Alexandre de Kalbermatten.
Appletree SA
Appletree SA was established in 2014 by Alexandre Toussaint, a former private banker at Merrill Lynch and Notz Stucki, together with Alexandre de Kalbermatten. The firm operates from Geneva and provides wealth-management and succession services to ultra-high-net-worth clients. Investment activity spans direct co-investments and SPVs, fund-of-funds vehicles, hedge-fund allocations, infrastructure, and real estate. The firm targets early-stage venture opportunities and maintains a European geographic focus. It co-hosted events with Atomico and Lakestar and lists Geneva Macro Labs as a partner. The firm employs no disclosed headcount figure and operates a Luxembourg branch alongside its Winterthur office. It maintains the Appletree Fund as a philanthropic vehicle and the Appletree Subordinated Debt Fund domiciled in Ireland. In May 2024 the firm hosted a medtech seminar on robotisation and ultrasound treatments. Appletree SA is registered with the Swiss Association of Asset Managers and shares its registered address with several co-located entities including Fortune Management SA and Helvetic Trust AG.
General information
Firm type
Multi Family Office
Year founded
2014
Location
Region
Europe
Country
Switzerland
City
Londonderry
Corporate office
Quai du Seujet 28, 1201 Geneva, Switzerland
Additional offices
Luxembourg, Luxembourg · Winterthur, Switzerland
Principals
Alexandre Toussaint
Founder and Managing Partner
Alexandre de Kalbermatten
Founder and Director
Patrick Schefer
Managing Partner and Director
Sector focus
Frequently asked questions
Who runs investment decisions at Appletree SA?
Alexandre Toussaint serves as Founder and Managing Partner. Patrick Schefer acts as Managing Partner and Director. Alexandre de Kalbermatten is listed as Founder and Director.
Does Appletree SA participate in fund commitments or only direct deals?
The firm executes both direct co-investments through SPVs and fund-of-funds commitments. It also allocates to hedge funds and real-asset strategies.
What investment stages does Appletree SA typically target?
The firm pursues early-stage venture and startup opportunities alongside later-stage holdings in real estate and infrastructure.
Where does Appletree SA maintain offices?
Headquarters are in Geneva with a branch in Luxembourg and an office in Winterthur.
How is Appletree SA related to Appletree Fund?
Appletree Fund operates as the firm's philanthropic vehicle separate from client mandates.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: