Swiss Standard Governance
Rigorous processes, compliance discipline and institutional-grade execution standards.
Swiss Investor
Concierge
Concierge
Private Access · Swiss Real Estate Framework
For Investors Allocating €1M+
Swiss-Based Real Estate
Investment Framework
designed for income, growth,
and capital preservation
Switzerland
UAE
Spain
Our Trust Framework
Built to Create Confidence Before Capital Is Allocated
Single Point of Contact
One dedicated partner across all regions — onboarding, execution, monitoring and exit.
Confidentiality by Design
Discreet handling, protected information and transparent reporting cadence.
Geographic Framework
Three Regions. One Standard.
One dedicated partner. Three powerful real estate markets. Fully aligned with the Swiss execution standard.
CHF
Switzerland
Stability · Income · Capital Preservation
Defensive core allocation into Swiss real estate funds — institutional quality, regulated environment, stable cash flow.
- FocusSwiss Real Estate Funds
- Role in portfolioDefensive anchor — stability, income and diversification in CHF
- Allocation40 % of total portfolio
AED
United Arab Emirates
Leverage · Growth · Refinance / Exit
Access to prime off-plan projects with strong developer track record and high-growth market dynamics.
- FocusOff-plan real estate, leveraged acquisition
- Role in portfolioGrowth engine — leverage, appreciation and refinance potential
- Allocation30 % of total portfolio
EUR
Spain
Growth · Cash-Out · Rental Optionality
High-quality off-plan projects in core and emerging locations with strong demand fundamentals.
- FocusOff-plan real estate, cash-out or rental strategy
- Role in portfolioValue creation through appreciation and optionality at exit
- Allocation30 % of total portfolio
Indicative allocation on a CHF 1’000’000 reference portfolio — tailored individually based on investor profile and mandate.
How Swiss Investor Concierge Works
Our End-to-End Execution Process
From proprietary deal flow to optimal exit — every step owned, documented, and reported.
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1
Sourcing
Proprietary deal flow and market insights across Switzerland, the UAE and Spain.
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2
Due Diligence
Financial, legal and technical analysis before any capital is committed.
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3
Structuring
Optimal ownership structure, financing terms and alignment with mandate.
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4
Execution
End-to-end transaction management — handled by one dedicated desk.
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5
Monitoring
Ongoing oversight, performance reporting and portfolio optimization.
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6
Exit
Refinance or sale at optimal timing with structured exit coordination.
Our Concierge Service
From Acquisition to Long-Term Success —
We Manage Every Step.
Swiss Investor Concierge provides a fully integrated service that goes far beyond the transaction. We ensure a seamless experience, professional management, and sustainable returns.
Complete Purchase Handling
We guide you through the entire purchasing process — from reservation to transfer of ownership.
Central Point of Communication
One contact person for everything. We coordinate developers, authorities, and service providers on your behalf.
Transaction Management
Professional handling of all payments, contracts, and regulatory requirements.
Documentation Service
Complete and transparent documentation of all transactions and receipts — accessible to you at any time.
Management Including Payment Assurance
We take care of full property management and ensure your rental income is received on time.
Long-Term Rental Service
From tenant sourcing to contract management — we maximize your returns through professional leasing.
Regular Reporting
Transparent reports on your property, rental income, and market developments — clear and provided on a regular basis.
Professional Property Handover Inspection
Our on-site experts thoroughly inspect your property upon handover — no need for you to travel.
Complete Golden Visa Application
We support you through the entire Golden Visa process in Dubai, including document coordination, handling authorities, and step-by-step guidance through to final submission.
Financing
Significantly reduce your cash outflow during the construction phase (from 40–50 %) with financing options of up to 25 years.
Portfolio Strategy
Diversified. Disciplined. Designed for Sustainable Returns.
A balanced barbell across Switzerland, the UAE and Spain — engineered to combine stability, growth and currency diversification.
Mandate Framework
- Annual Management Fee
- 2.0 % of invested capital
- Performance Fee
- 20.0 % on profit after management fees
- Investment Horizon
- 4 years
- Reference Capital
- CHF 1’000’000
Capital Allocation
- Swiss Real Estate Fund — CHF 400’000
- UAE Off-Plan — CHF 300’000
- Spain Off-Plan — CHF 300’000
Swiss Real Estate Fund
40 % allocation · CHFGross annualized5.00 % p.a.
Gross profit (4y)CHF 86’203
—
Net annualized2.61 % p.a.
Net profit (4y)CHF 43’362
UAE Off-Plan Strategy
30 % allocation · AEDGross annualized8.78 % p.a.
Gross profit (4y)CHF 120’000
—
Net annualized5.86 % p.a.
Net profit (4y)CHF 76’800
Spain Off-Plan Strategy
30 % allocation · EURGross annualized10.67 % p.a.
Gross profit (4y)CHF 150’000
—
Net annualized7.51 % p.a.
Net profit (4y)CHF 100’800
Total Portfolio · 4-Year Horizon
Final Value (Gross)CHF 1’356’202
Final Value (Net of fees)CHF 1’220’962
Annualized (Gross)7.91 % p.a.
Annualized (Net)5.12 % p.a.
Balanced Barbell
Stability on one side. Leveraged growth on the other. Designed for resilience and performance.
Currency Exposure
40 % CHF / 30 % AED / 30 % EUR. Returns shown without FX effects — currency risk managed separately.
Investment Horizon
4 years of disciplined execution with long-term value creation at the center of every decision.
Objective
Superior risk-adjusted returns through diversification, measured leverage and strategic execution.
Model projections are illustrative and based on defined assumptions. Actual performance will vary. No guaranteed return is offered.
Benefits for Our Investors
Why Qualified Investors Choose Us
Global Access
Attractive opportunities in three complementary markets under one coordinated desk.
Risk Diversification
Balanced allocation across stable income and high-growth potential.
Swiss Execution Standard
Transparent, disciplined processes aligned with institutional best practices.
Performance Focus
Structured approach designed to deliver superior risk-adjusted returns.
Alignment
2 % management & 20 % performance fee — aligned with your success.
Investor Due Diligence Access
Complete Transparency Before Capital Allocation
Access institutional-grade due diligence on selected developers, projects, and markets across Switzerland, the UAE and Spain. Make informed decisions with confidence.
Investor Due Diligence Access
This is not a membership. It is a structured due diligence environment for informed investment decisions.
-
Institutional
Due Diligence -
Confidential
& Secure -
Monthly
Updates
Investor Due Diligence Access
Complete Transparency
Before Capital Allocation
Access institutional-grade due diligence on selected developers, projects, and markets across Switzerland, the UAE and Spain. Make informed decisions with confidence.
CHF
240
One-time access fee · Lifetime access
Purchase Due Diligence Package- Secure payment
- Instant confirmation
- Discreet & confidential
Access Includes
- Physical metal card with QR code
- Personal login (username & password)
- Secure access to private due diligence platform
- Monthly updated content
- Lifetime access
How Access Works
From Purchase to Informed Decisions
-
01
Purchase Package
Complete your purchase of the due diligence access package.
-
02
Receive Access Package
You will receive your metal card with QR code and login details.
-
03
Activate Access
Scan your QR code or visit the login page and enter your credentials.
-
04
Review Due Diligence
Access all documents, data, and reports in the platform.
-
05
Make Informed Decisions
Use verified information to evaluate and proceed with confidence.
Mobility Concierge Kickback
10 % Performance-Fee Kickback for Global Mobility Services
As part of our ecosystem, we offer a 10 % performance-fee kickback on eligible global mobility services.
This benefit can be credited toward travel, relocation, private transport, and selected lifestyle concierge services.
This kickback is available exclusively to clients of Swiss Investor Concierge.
Global Travel Concierge
Preferred access and benefits with our global travel partners.
Private Transport Support
VIP ground handling and private transport solutions.
Relocation Assistance
Comprehensive support for relocations worldwide.
Lifestyle Concierge
Curated lifestyle services tailored to your preferences.
Positioning
What Swiss Investor Concierge Is — and Is Not
Not
A Broker
No public brokerage-style distribution model.
Not
A Platform
Not a self-service marketplace with generic listing flow.
Not
Traditional Asset Management
A private-access, Swiss-based real estate concierge model across three markets.
We combine access, expertise and execution to build long-term value across Switzerland, the UAE and Spain.
FAQ
Frequently Asked Questions
Is any return guaranteed?
No. Investments carry risk and no guaranteed returns are offered. Model projections are illustrative.
Who is this for?
For qualified investors seeking curated, private-access real estate opportunities across Switzerland, the UAE and Spain with structured execution support.
How does the allocation work?
The reference framework allocates 40 % Switzerland (CHF), 30 % UAE (AED) and 30 % Spain (EUR). The actual allocation is tailored individually based on investor profile and mandate.
What are the fees?
2 % annual management fee on invested capital, plus 20 % performance fee on profit after management fees.
What do I get for the CHF 240?
A one-time payment of CHF 240 unlocks lifetime access to the investor due diligence platform: developer & project background checks, market intelligence, investor testimonials and monthly updated content. You receive a physical metal card with QR code and a personal login.
Is this a membership?
No. This is not a membership. It is a structured due diligence environment for informed investment decisions.
How fast is the onboarding process?
Initial review is usually provided within 1–2 business days after submission.
Final Step
Gain Full Transparency Before
Any Investment Decision
Request access to our institutional due diligence environment and make informed decisions with verified data, real investor insights, and market intelligence.
Purchase Due Diligence Package
One-time access fee: CHF 240
Request Due Diligence Access
For qualified investors. Verification required.
Verify Before You Invest
Access independent due diligence to evaluate opportunities with confidence.
Secure & Confidential
Your access and data are protected by enterprise-grade security and confidentiality protocols.
Institutional Quality
Structured reports, verified information, and data from an institutional research framework.
Monthly Updates
All content is reviewed and updated monthly to ensure accuracy and relevance.
Lifetime Access
One-time access to the platform with lifetime rights to all updates and future reports.
This is a due diligence service only and does not constitute investment advice, solicitation or guaranteed returns. All investments involve risk. Please conduct your own assessment and consult your advisor.