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.

Chaque situation client est unique. Nous combinons l'immobilier, les instruments financiers et des structures personnalisées pour répondre à l'appétit au risque, au calendrier et aux objectifs. Notre équipe travaille en étroite collaboration avec des experts juridiques et fiscaux pour garantir que chaque transaction ait un sens, à la fois économiquement et structurellement.

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.

Gestion Collective

Véhicules d'investissement mutualisés, réservés à un cercle restreint d'investisseurs qualifiés (Cliquez pour Détails).

Mandats Privés Personnalisés

Solutions sur mesure pour les familles fortunées et les entrepreneurs avec des objectifs définis (Cliquez pour Détails).

Capital et Participations

Prises de participation directes ou indirectes dans des véhicules de développement (Cliquez pour Détails).

Structures de Prêts et Crédits

Montages financiers Senior, Mezzanine ou Bridge, calibrés sur les flux de trésorerie (Cliquez pour Détails).

Projets Immobiliers

Développement, repositionnement et détention à long terme d'actifs stratégiques (Cliquez pour Détails).

Conseil Stratégique (Marketing)

Accompagnement des promoteurs sur le montage, la négociation et la levée de capitaux (Cliquez pour Détails).

Segment de Détail

Mandats de Gestion Collective: Mutualisation d'Opportunités.

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

For investors seeking diversified exposure with active management. These closed-end structures enable 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 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.

Segment de Détail

Gestion Privée Sur Mesure : Stratégie Personnalisée.

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), succession 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 both 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.

Detail Segment

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 the 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.

Detail Segment

Debt Structures and Structured Finance.

We design financing solutions tailored 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 to optimize 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 the lent capital against the project's 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.

Detail Segment

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 (démographics, 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 assets generating stable income.
In-depth market analysis before any commitment.

Detail Segment

Strategic Consulting 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 in structuring legal and financial vehicles, economic modeling and creating professional documentation.

Our network enables 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 Term Sheet negotiation.
Targeted networking for capital raising.

Team

A compact team with direct access.

No unnecessary layers, no call centers. Clients deal directly with decision-makers.

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 communication method

You can send an initial summary by email; we will only contact you back 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 through 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.

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@asset-holding.co

Jurisdiction: Suisse

We typically respond within 24 hours. Confidentiality assured.