Services

Private investments

Carefully reviewed investment opportunities outside public markets – with a clear analysis of opportunities and risks.

Private investments

Selected opportunities beyond traditional markets.

Concordia Management supports investors who wish to complement their portfolio with unlisted forms of investment. Our focus is on long-term strategies in which opportunities and risks are carefully weighed against each other.

Private investments can include direct company holdings, structured financing, real estate investments or holdings in selected funds. These forms of investment are often not publicly traded and are primarily suitable for experienced investors with a long-term investment horizon.

Private investments
Due diligence process

Selection with structure.

Every investment is analysed in detail and monitored by our team. We check whether it suits our clients’ financial goals and risk capacity.

Structure
01

Structure

How is the investment structured, what rights and obligations exist and what costs are incurred?

Risk
02

Risk

Which scenarios could influence performance, and how high is the potential risk of loss?

Perspective
03

Perspective

What role can the investment play within a long-term overall strategy?

Transparency comes first

Complete information before every decision.

Before every decision, you receive complete information on how the investment works, its term, costs and the key characteristics of the respective investment. This provides a clear basis for your individual decision-making and enables a transparent assessment of the respective investment opportunity.

Our aim is to present complex investment structures in a clear and understandable way and to provide relevant information in a structured format. This gives you a well-founded basis for assessing the opportunities, framework conditions and potential risks of an investment in a transparent and comprehensible manner.

Initial meeting

Let’s talk.

In a non-binding initial meeting you get to know how we work. We answer your questions, look at your starting position and show you possible next steps.