Quilvest’s investment philosophy is in many respects unique :

Alignment of Interest
In all asset classes, the Group not only invests on behalf of its clients, it invests with them. The Group and its shareholders are principals who invest in all products or programs recommended by Quilvest. In most cases, their share exceeds 50% of the total investment.This full alignment of interest is practically unique in the world of wealth management.


Disciplined Approach
Another characteristic of Quilvest’s investment strategy is its holistic, top-down, systematic and disciplined approach. Asset allocation is approved by the Group’s International Advisory Board and by several investment committees. Recommended products are screened and monitored by specialized in-house investment teams, who are supported by “best in class” independent advisors.

Outsourcing Specific Skills
The Group has a long history of outsourcing specific skills. It hires the foremost independent advisors to complement and support in-house professionals in specific areas where it wants to secure access to the best specialists in the marketplace. Its significant assets and strong reputation ensure a unique, customized and senior relationship with all such world-leading advisors.

Access and Diversification
Quilvest also offers its shareholders and clients the additional advantages of access and diversification. By pooling its shareholders’ and clients’ funds, the Group dramatically increases their buying power.This translates into access to the world’s best managers in all asset classes – an access they would not otherwise have due to small investment sizes per manager or to a lack of power or history. Pooling assets also brings a higher degree of diversification and hence lower risk, without diminishing the expected absolute returns.