Invest in private equity from CHF 1 thanks to digitalisation and fractional trading
Advantages
Benefits of investing in private equity with finpension
Are you interested in private equity? Then finpension is the right choice for you. We offer exclusive access to private market investments with several attractive benefits.
From 1 Swiss franc
Lower fund costs
Access to institutional fund tranches with a lower TER
Without paper flood
Complete formal requirements for access to private market facilities digitally
No additional fees
No additional fees to the regular fee of 0.39 %
Private Equity
Invest like the big boys – only easier!
Interested in private equity? With finpension, you gain exclusive access to private market investments – with attractive benefits:
- From just 1 franc: Private market investments are typically reserved for very wealthy individuals. Not with finpension. With finpension, you can start benefiting from the opportunities of this unique asset class with as little as 1 franc.
- Lower fund costs: finpension gives you access to the institutional share classes of these funds, which come with lower costs. The management fee is 0.25% (Partners Fund) to 0.45% (Schroders) lower in the institutional class. Additionally, the performance fee for the Partners Fund is 2.5% lower, translating to an extra 0.25% advantage at a 10% performance rate (Schroders has no performance fee).
- Paperless process: Other providers, such as banks, often require numerous documents and complex forms before granting access to private market investments. With finpension, you can avoid the paperwork. All formal requirements are streamlined, easy to understand, and fully digital.
- No additional fees: Investing in private market strategies with finpension comes with no extra transaction or custody fees – the fee remains at 0.39%.
Investment strategies
Own strategy for private equity funds
Due to the unique characteristics of private market funds, portfolios with private market strategies function differently from regular portfolios. The following aspects should be considered:
- Private market funds are always held individually (one fund per investment strategy and portfolio). This is why they are referred to as “100% Private Markets.”
- Private market funds cannot be added to an individual investment strategy.
- The investment strategies of portfolios with a private market strategy cannot be changed. If you wish to adjust your asset allocation, you must transfer your assets to another portfolio with a different investment strategy (using the “Withdraw portfolio” function via the context menu / the three dots on the portfolio).
Simple opening
How to invest in private equity with finpension
Here we show you how to invest in private market investments with finpension. Try it out, it’s very simple.
Step
1
Start the registration with finpension
Open the web app or download the finpension app to your smartphone. Start the registration process and select the “Invest assets” offer.
FAQ
Frequently Asked Questions about the "100% Private Markets" Investment Focus
Why don’t I see the category “Private Markets” in the investment focus?
This is because you do not have a very high-risk capacity. Private market investments are only accessible to people with a very high-risk capacity. Other people don’t see the investment focus.
How can I answer the questions about Private Markets again?
No, this is not possible. If you have not answered the questions on private markets correctly, please contact us. We will be happy to go through the questions with you again to clear up any ambiguities.
Risk disclosure
Risk information on private markets
Compared to financial products that are publicly traded on an exchange, private market investments carry increased risks. This is why the “Private Markets” investment focus is only visible to clients with a very high risk capacity.
Web application and mobile app
Register now & try it out without obligation
You can register directly via our web app or by downloading the free finpension app to your smartphone. No minimum fee and no obligation to make a deposit.
Invest wealth