Quilvest (Switzerland) Ltd.

Quilvest (Switzerland) Ltd. is a Swiss private bank and securities firm supervised by FINMA and integrated into the wider Quilvest group, whose wealth management and private markets activities operate across several jurisdictions from a Luxembourg hub. The Swiss entity focuses on discretionary and advisory portfolio management, open‑architecture fund selection, execution and custody, and access to private markets (including private equity and real estate) through group platforms; it also provides credit solutions such as Lombard lending secured by managed assets and, in select cases, mortgage financing. Clients are primarily high-net-worth and ultra-high-net-worth individuals, family offices, entrepreneurs, foundations and, where permitted, external asset managers; services are provided on a cross‑border basis subject to local regulatory restrictions. Accounts are multi‑currency with standard e‑banking and reporting; the bank issues annual audited financial statements and applies Swiss capital and liquidity requirements. Fee structures follow private-banking conventions (management or advisory fees, custody and transaction charges, and, where applicable, performance fees on alternative investments); minimum relationship sizes typically apply and depend on the mandate and product set. As a Swiss bank, it participates in the esisuisse depositor protection scheme for eligible deposits up to the statutory limit, while custody assets are held off balance sheet under Swiss segregation rules. The institution is subject to Swiss AML/KYC regulations and complies with FATCA and the OECD Common Reporting Standard; tax reporting for selected domiciles may be available on request. The bank does not publish a public credit rating, and it is not a retail mass‑market provider. Access to private market products entails illiquidity, long investment horizons and valuation risk, and may require investor eligibility; product availability and terms vary by client domicile and mandate. ESG and sustainability‑related preferences can be reflected in mandates where the bank’s offering and local rules allow.