Client Area
Independent asset management

Smart, steady and private investing.

We work with a limited number of selected clients, combining real estate, structured finance and bespoke advisory to build and protect long-term wealth. Every mandate is tailored, discreet and execution-driven.

2018 · Established
Multi-asset · Real estate & finance
Suisse · European hub
Private, selective & long-term — no mass products, only tailored strategies.
Core focus
Real assets & finance
From real estate development to structured lending and private deals, we design transactions with aligned incentives.
Collective mandates Private wealth Equity & participation Loan structures Development projects Discreet execution
Our Story

From real estate roots to integrated asset management.

Founded in 2018, Asset Holding initially focused on real estate development and project promotion before evolving into a broader multi-asset investment platform.

Over the years, Asset Holding has worked on development projects, structured transactions and long-term holdings, constantly refining its approach around discipline, risk management and aligned interests with its investors.

Today, we bring together real assets, financial structures and strategic advice, always with the same objective: to build and preserve value over time, away from noise and short-termism.

Key milestones (example):
  • 2018 – Creation of Asset Holding, real estate focused
  • Expansion into structured investment vehicles
  • Development of private mandates for European investors
  • Integration of advisory, real assets and loan structures
Our Mission

Guide, structure and transmit long-term capital.

We work as a long-term partner, not a product provider. Our mission is to help clients structure, grow and transmit their wealth in a pragmatic, secure and tax-efficient way.

Each client situation is unique. We combine real estate, financial instruments and customized structures to meet risk appetite, timeline and objectives. Our team works closely with legal and tax experts to ensure that each transaction makes sense, both economically and structurally.

We focus on:
Capital preservation Steady performance Tax & legal structuring Succession & transmission
Segments

How we structure opportunities.

We don't believe in "one size fits all". We build complementary strategies, structured across multiple segments.
Collective Management
Pooled investment vehicles, reserved for a restricted circle of qualified investors (Click for Details).
Customized Private Mandates
Tailor-made solutions for wealthy families and entrepreneurs with defined objectives (Click for Details).
Equity & Participations
Direct or indirect equity stakes in development vehicles (Click for Details).
Loan & Credit Structures
Senior, Mezzanine or Bridge financial structures, calibrated on cash flows (Click for Details).
Real Estate Projects
Development, repositioning and long-term holding of strategic assets (Click for Details).
Strategic Advisory (Marketing)
Support for developers on structuring, negotiation and capital raising (Click for Details).

Collective Management Mandates: Pooling Opportunities.

These investment vehicles allow capital to be pooled to target specific assets, often inaccessible individually.

For investors seeking diversified exposure with active management. These closed structures allow Asset Holding to deploy complex investment strategies in targeted markets.

We ensure group cohesion and deployment strategy, based on strict selection criteria and total alignment of the interests of all participants. Monitoring is regular and transparent.

Application Framework

  • Closed-end investment structures.
  • Open only to qualified investors.
  • Predefined acquisition and exit strategy.
  • Transaction cost optimization through scale effect.

Customized Private Management: Personalized Strategy.

We address the complex needs of families, family offices and ultra-high net worth investors with unique solutions.

Unlike standard products, our private mandates are unique roadmaps, integrating the tax environment (particularly in relation to Switzerland), estate planning and liquidity requirements specific to each estate.

The objective is to optimize growth and ensure wealth transmission in a secure and professional framework. The approach is holistic, covering financial and real assets.

Our Commitment

  • Holistic approach (wealth, taxation, succession).
  • Integration of legal experts in Switzerland.
  • Performance reports adapted to Family Office constraints.
  • Absolute confidentiality and discretion.

Equity Investment: Active Participations.

Asset Holding identifies equity investment opportunities in high-potential projects or unlisted companies.

Our approach is that of a strategic partner, involved in governance and value creation of the company or project. We are not passive investors, but growth facilitators.

Each equity stake is structured with a clear vision of the exit horizon and capital protection mechanisms (oversight rights, structured governance). We invest where we can positively impact performance.

Key Criteria

  • High growth potential.
  • Structured and aligned governance.
  • Investor capital protection mechanisms.
  • Defined medium/long-term exit strategy.

Debt Structures and Structured Financing.

We design financing solutions adapted to the specific needs of our projects or those of our partners.

These financial structures can range from secured senior loans to more flexible mezzanine financing. Debt is an essential tool for optimizing equity returns, and our structures are meticulously calibrated.

Financing terms (covenants, guarantees, collateral) are specifically negotiated by our team in Switzerland to minimize default risk and secure lent capital against project cash flows.

Financing Types

  • Senior and secured loans.
  • Flexible Mezzanine financing.
  • 'Bridge' loans for short-term liquidity needs.
  • Guarantees and securities on real estate or real assets.

Real Estate Assets: Value and Development.

Our historical expertise is based on real estate, covering acquisition, development of complex projects, and long-term asset management.

We favor markets where fundamentals (demographics, economy) justify sustainable valuation. We focus on creating tangible value through development or strategic repositioning of assets.

We are not speculators, but builders of real estate value. Each asset must present a robust business plan and resilience to economic cycles.

Areas of Intervention

  • Development of residential and commercial projects.
  • Repositioning of existing assets (Value-add).
  • Holding of assets generating stable income.
  • In-depth market analysis before any commitment.

Strategic Advisory and Project Positioning.

This service goes beyond simple advice. We help project sponsors refine their investment proposition and attract capital.

Asset Holding supports developers and sponsors upstream of their operations. This includes assistance with structuring legal and financial vehicles, economic modeling and creation of professional documentation.

Our network allows us to ensure targeted and effective fundraising, by positioning the offer with investors whose profile matches the project's needs (the targeted "Marketing" of the operation).

Key Services

  • Audit of the project's legal and tax structure.
  • Development of investment documentation (IM, pitches).
  • Assistance in negotiating Term Sheets.
  • Targeted networking for capital raising.
Team

A compact team with direct access.

Pas de strates inutiles, pas de centres d'appel. Les clients traitent directement avec les décideurs.
Founder · CFO
Daniel Muller
Advisory & Legal
Samuel Virat
Michael Schmidt
Operations & Analysis
Sofia Weber
Cédric Ani
Proposal investing

How we work with potential investors.

We treat every new relationship as a long-term partnership, not a one-shot transaction.

Before proposing an investment, we take the time to understand the investor's profile: the origin of their wealth, their risk appetite, time horizon, expectations and constraints.

We then structure a proposal that may include one or more strategies (loan, equity, co-investment, real estate exposure, etc.), always with a clear risk/return logic and documented scenarios.

Once alignment is found, we formalize the conditions in a clear framework (Term Sheet, agreement, guarantees) and only after that, we move to execution.

Profile & objectives Scenario analysis Structured term sheet Execution & reporting

Submit an investment proposal

If you have a project or capital to deploy, you can share a brief overview including:

  • Type of project or investment idea
  • Required amount and timeline (tranches, horizon)
  • Location, structure and guarantees (if applicable)
  • Contact details and preferred means of communication

You can send an initial summary by email; we will only contact you if the opportunity matches our criteria and current priorities.

Client area

A discreet, by-invitation environment.

Reserved for existing clients and selected partners under signed agreements.

The client area is not a public platform. Access is granted manually to clients with active mandates or ongoing transactions. It may contain:

  • Confidential documentation and contracts
  • Reports, statements and follow-up notes
  • Project-specific documents, schedules and updates

For security and confidentiality reasons, access details are communicated directly by our team, not via online registration.

Existing client?

If you are already a client and need access or assistance regarding your documents or reports, please contact us directly.

For compliance reasons, we never send login details or sensitive documents over unsecured channels.

Support Us

Donation

Support the development of Asset Holding by sending a contribution to one of the addresses below.

IBAN

LU720109165346779368

Bitcoin (BTC)

bc1qlvjq0jz7dg9c22ry37km4lr4qgl6kr5shyv97f

Ethereum (ETH)

0x85A93c354ab70a37471847d769aB794b22C5A8bf
Contact

Let’s explore your next step.

We prefer direct and clear conversations. A short call is often more effective than a long email exchange.

Asset Holding S.A.

Address: 3 Rue François-Ruchon, 1203 Genève, Suisse

Email: info@beta-concept.com

Jurisdiction: Suisse

We usually respond within 24 hours. Confidentiality assured.