The core activity of Appletree is investment consulting and asset management, particularly in the area of alternative investments such as private equity, real estate and infrastructure. The company also provides consulting services for companies, including support for financing and mergers and acquisitions.
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Products & services
Industry:External Asset Management
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Business consulting for fundraising, shareholder evolution and M&A transactions; support for investor relations and outsourcing of this function.
Asset management
Management of listed and unlisted assets, discretionary management mandates, access to depositary banks, tailor-made solutions for real assets or uncorrelated assets.
Supervision
Analysis of alternative and unlisted funds, overall portfolio management, a digital monitoring solution to track portfolios, flows and market developments.
Knowledge
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