Wealth stewardship is more than just investment management.
Wealth stewardship is the dedication to discipline, intellectual integrity, and alignment of interests necessary to facilitate the transfer of a legacy from one generation to the next. Since inception, Quilvest has been a committed and responsible wealth steward, fulfilling the promise of both preserving and enhancing wealth for the next generation.
Quilvest takes a partnership approach to wealth stewardship, providing independent and conflict-free open architecture wealth management services and access to best-in-class alternative investments around the world, and leveraging the insights and experiences of its global team on behalf of its investors.
The entrepreneurial spirit that has driven Quilvest to innovate and pioneer in wealth management and alternative investments around the world also inspires Quilvest’s dedication to independent and conflict-free advisory with a principal investment approach that fully aligns the interests of the firm and its clients.
Our heritage as a global wealth manager and private equity investor is deeply rooted in our investment philosophy. For more than 100 years, we served seven generations of the Bemberg family across three continents, and today we continue to offer alternative investment and wealth management solutions to private investors, high-net worth families and institutions around the world, who benefit from our collective insight, experience, and dedication. The core tenets of our philosophy include:
- Quilvest has been an independent adviser to the Bemberg family since its inception. Today, it continues to embrace this independence by growing into new markets and strategies on an opportunistic basis. Quilvest investment approach is based on a true conflict-free open architecture.
- Quilvest’s pioneering history in global private equity investing and wealth management is embedded in its culture of entrepreneurship. Quilvest continues to meet the needs and interests of investors by being forward thinking and open minded. As a result, Quilvest has seen its assets under management grow significantly in the last decade.
- In all asset classes, Quilvest not only invests on behalf of clients, but also with them. This full alignment of interest is practically unique in the world of wealth management. Additionally, Quilvest has developed programs with the aim of formalizing partnerships with wealthy families, private investors and institutions around the world who seek guidance and support in developing their own family office structure and their own alternative assets capabilities.
- Quilvest’s firm-wide investment strategy is holistic, top-down, systematic and highly disciplined. Asset allocation is approved by Quilvest senior management, as well as by several investment committees. Recommended investments and managers are screened and monitored by specialized in-house investment teams, who are supported by best-in-class independent advisors.