Fidante Partners

Our name reflects our steadfast commitment to enhancing the financial well-being of individuals and their families, businesses and their employees and nonprofit organizations through objective advice and oversight. As part of this commitment, we have brought together a team of experts – financial planners, investment professionals, tax advisors, retirement plan consultants and attorneys – dedicated to helping clients achieve their short- and long-term goals. We continually seek strategic opportunities to expand the breadth and depth of our firm to meet the evolving needs of our clients and to provide diverse perspectives and insights.

BlackRock is a global asset manager and technology provider. Our purpose is to help more and more people experience financial well-being. We help millions of people invest to build savings that serve them throughout their lives. We make investing easier and more affordable. We advance sustainable investing because our conviction is it delivers better outcomes for investors. We contribute to a more resilient economy that benefits more people. Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come. That’s why, we’re asking bigger questions – of ourselves, our industry, and the world at large. Questions that challenge convention and give rise to new thinking. Because the bigger questions we ask, the bigger actions we can take.

LGT Capital Partners is a global multi-alternatives platform with USD 80 billion in assets under management and more than 600 institutional clients in 43 countries. An international team of over 650 professionals is responsible for managing a wide range of investment programs. Our stable ownership structure enables us to build long-term partnerships with clients. As a principal investor in our own strategies, we are well aligned with our clients, with whom we develop long-term partnerships.

We are a diverse team of investment professionals that has worked together for up to ten years managing a family multi-asset investment fund, from our townhouse office in Mayfair, London. Our clients have been entrepreneurially successful for nearly two centuries and are now in their sixth generation. Our investment portfolio generally includes bonds, equities, shares in private companies, precious metals and third-party funds.

The Genferberg Group is a pinnacle of excellence in Switzerland's financial landscape, distinguishing itself as a leading provider of private equity and venture capital services. Renowned for our deep-rooted expertise and unwavering commitment, we cater to a sophisticated clientele, including qualified private and institutional investors seeking bespoke investment solutions. Our reputation is built on a foundation of strategic foresight and a relentless pursuit of innovation, managing a diverse and highly innovative portfolio of ventures across various sectors.

Valedor Partners is a platform similar to a classic merchant bank, through which the Valedor team applies our diverse skill sets for the benefit of our limited partners and portfolio companies. Our mission is to provide curated private investment opportunities on a deal-by-deal basis to investors alongside whom we materially commit our own capital in the pursuit of long-term.