The core activity of Tavis Capital AG is the investment and management of assets in various asset classes, particularly in Private Debt, Private Equity, Commodity, Real Return and Deal Advisory. The company offers innovative and consistent investment solutions to its customers in Switzerland.
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Private Debt since 2015 with open investment opportunities in short-term mortgages, subordinated mortgages on Swiss real estate and marketplace lending portfolios in the USA and Europe.
Real Estate
Real estate investments in a carefully managed portfolio of predominantly residential properties in Switzerland; fund access via Fondiaria SICAV with long-term value stability and selective development opportunities.
Commodity Real Return Strategy
Commodity and fixed-income strategy with liquid markets, focus on real returns, inflation protection and diversified allocation; listed as a composite since 2021.
Deal Advisory
M&A and strategic advisory services with a European focus, in particular for Technology, Healthcare, Real Estate, Climate Action and Financial Services.