Unigestion
Geneva-based independent investment holding company founded in 1971, operating through specialist platforms including Kepler Unigestion (quantitative equities joint venture with Kepler Cheuvreux), U Wealth SA (FINMA-regulated wealth management), and Sagard Private Equity Solutions (private equity partnership managing over USD 23 billion).
- Company typePrivate
- Founded1971
- HeadquartersGeneva, Switzerland
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Unigestion does
Unigestion Holding One SA is a Geneva-based independent investment holding company founded in 1971, controlled by the Famsa Foundation (a Swiss public-interest foundation established in 2011 by Group Chairman Bernard Sabrier). Following a comprehensive 2025-2026 restructuring, the company now operates through two specialist platforms: Kepler Unigestion, a joint venture with Kepler Cheuvreux that combines quantitative strategies, artificial intelligence and fundamental research for listed equities and manages over EUR 3 billion in assets with a team of 20 professionals; and U Wealth SA, a FINMA-regulated wealth management entity serving private clients with tailored investment solutions. The firm's historical private equity business was combined with Sagard in April 2026 to form Sagard Private Equity Solutions, a global middle-market private equity investment solutions platform managing over USD 23 billion in combined private equity assets. Beyond these platforms, Unigestion maintains a portfolio of direct strategic investments (e.g., Theraclion, Foodberry) and holds regional operating entities in the United Kingdom, Singapore and Canada, regulated by the FCA and Canadian provincial authorities respectively.
The company generates revenue primarily through management fees charged on assets under management across its equities, wealth management and private equity platforms, supplemented by performance-based fees from private equity and certain fund strategies. Customer segments include institutional investors (pension funds, endowments, foundations, family offices) served through bespoke mandates and commingled funds, alongside high-net-worth individuals accessing private wealth services through U Wealth SA. Distribution occurs primarily through institutional channels and strategic partnerships — notably Kepler Cheuvreux's network of 130+ sales professionals and 1,300+ institutional clients across Europe, the United States and the Middle East, and Sagard's platform connecting 300+ institutional investors and 450+ general partners globally. The firm's ownership by a non-profit foundation eliminates fund clock pressures and enables long-term capital deployment and portfolio construction across market cycles.
Unigestion firmographics
Firmographics- Name
- Unigestion
- Legal name
- Unigestion Holding One SA
- Website
- https://unigestion.com
- Company type
- Private
- Founded year
- 1971
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Geneva-based independent investment holding company founded in 1971, operating through specialist platforms including Kepler Unigestion (quantitative equities joint venture with Kepler Cheuvreux), U Wealth SA (FINMA-regulated wealth management), and Sagard Private Equity Solutions (private equity partnership managing over USD 23 billion).
- Ownership category
- akta.pro rank
Unigestion industry classification
Industry- Product category
- Institutional Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)
- SIC
- Investment Advice (6282), Investors, Nec (6799)
- akta.pro primary industry
- Quantitative/Systematic Equity (Active) (FSAAAIAL)
- akta.pro secondary industries
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE)
Keywords
Where Unigestion is headquartered
LocationHeadquarters
- HQ city
- Geneva
- HQ country
- Switzerland
- HQ region
- Europe
Offices4 records
Markets served
Unigestion business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Asset Management Fees: Management fees charged on assets under management across equities, wealth management, and private equity platforms. Revenue generated through fixed management fees on institutional mandates and commingled funds.
- Performance Fees: Performance-based fees from private equity and certain investment fund strategies, aligned with investment returns delivered to clients.
- Wealth Management Services: FINMA-regulated wealth management services for private clients including tailored investment solutions and long-term guidance, generating advisory and management fee revenue.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels2 records
Unigestion product offering
Product offeringCore offering
Unigestion Holding One SA is a Geneva-based investment holding company that operates specialist asset and wealth management platforms. Its equities franchise (Kepler Unigestion, in partnership with Kepler Cheuvreux) runs quantitative, AI-augmented, low-volatility strategies on listed equities with over EUR 3 billion in assets. Its wealth management arm (U Wealth SA), regulated by FINMA, delivers tailored investment solutions and long-term guidance to private clients in Switzerland. Its former private equity activity is now combined into Sagard Private Equity Solutions, which manages over $23 billion in combined private equity assets.
Product overview
Unigestion Holding One SA is a Geneva-based holding company with two specialist platforms: Kepler Unigestion (equities partnership with Kepler Cheuvreux for quantitative strategies managing EUR 3 billion in assets) and U Wealth SA (FINMA-regulated wealth management for private clients). Beyond these platforms, the holding maintains a measured portfolio of direct strategic investments in MedTech (Theraclion, France) and FoodTech (Foodberry, USA), committing patient capital alongside ambitious management teams. The company's private equity business has combined with Sagard to form Sagard Private Equity Solutions.
Differentiator
Problem solved
Functional benefit
Brands
- Kepler Unigestion: Joint venture focused on quantitative strategies for listed equities, combining artificial intelligence, investment expertise and institutional research capabilities. Manages over EUR 3 billion in assets.
- U Wealth SA
Products and services
- Kepler Unigestion A joint venture between Unigestion and Kepler Cheuvreux focused on quantitative strategies for listed equities. Manages over EUR 3 billion in assets with 20 professionals, combining artificial intelligence and deep investment expertise to deliver innovative equity strategies to institutional clients.
- U Wealth SA A FINMA-regulated wealth management entity serving private clients with tailored investment solutions and long-term guidance, carrying forward Unigestion's historical multi-asset and private client expertise. Based in Geneva.
- Sagard Private Equity Solutions (SPES) Global middle-market private equity investment solutions platform created through the combination of Sagard and Unigestion's private equity businesses. Distributes primaries, secondaries and co-investments to over 300 institutional investors through 450+ general partners, with combined AUM over $23 billion USD.
- Quantitative Low-Volatility Equity Strategies Pioneer approach to listed equities combining risk awareness, quantitative research and long-term discipline, developed in the 1990s and now delivered through the Kepler Unigestion platform to institutional clients seeking low-volatility equity exposure with ESG integration.
- SRI / ESG-Integrated Investment Funds Sustainable and Responsible Investment (SRI) funds launched from 2004 onward, integrating environmental, social and governance criteria across investment processes for long-term risk management and value creation. Available to institutional and private clients.
Quantifiable outcome
- Over EUR 3 billion in assets managed through Kepler Unigestion partnership
- +2 more outcomes
Companies that use Unigestion
Customer profileSegments4 records
Ideal customer profiles3 records
Unigestion technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature3 records
Unigestion partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered flagship.
- SagardflagshipSagard and Unigestion completed the combination of their private equity platforms in April 2026, creating Sagard Private Equity Solutions. Unigestion Private Equity is integrated into Sagard's global middle-market private equity platform. The partnership manages over $23 billion USD in combined private equity assets. Bernard Sabrier serves as Chairman of the new platform and joins Sagard's Board as Vice Chairman. Existing programs and mandates continue under the Unigestion name while future funds adopt the SPES brand.
- Kepler CheuvreuxflagshipStrategic partnership established in February 2025 to form a joint asset management company specializing in quantitative strategies for public equities. Unigestion transferred over EUR 3 billion in assets under management and integrated its equities team into Kepler Cheuvreux's operational infrastructure. The partnership combines Unigestion's quantitative expertise with Kepler Cheuvreux's research, execution and distribution capabilities (130+ sales professionals, 1,300+ institutional clients). The entity operates under the Kepler Unigestion brand.
Scale indicators8 records
Recent moves9 records
Expansion highlights6 records
Unigestion competitors and assessment
Company assessmentDirect peers
- Man Group: London-listed global active investment manager with a large systematic/quantitative equities and managed futures franchise. Directly comparable to Kepler Unigestion's quantitative listed-equity strategies and institutional client base.
- Pictet Group: Geneva-headquartered Swiss private bank and asset manager serving private and institutional clients across wealth and asset management. Most direct comparator to U Wealth SA in scale, geography and FINMA-regulated HNW franchise.
- Lombard Odier: Swiss private bank with HNW wealth management and asset management operations. Direct comparable to U Wealth SA; Unigestion board member Alain Robert also sits on Lombard Odier's board, underscoring proximity in the Geneva private banking ecosystem.
- Vontobel: Zurich-based Swiss wealth and active asset manager with both private client and institutional asset management arms. Closely comparable to Unigestion's hybrid U Wealth / Kepler Unigestion specialist-platform model.
- Winton Group: London-based systematic investment manager specializing in quantitative equity and managed-futures strategies. Direct peer for Kepler Unigestion's AI-driven systematic equity approach.
- Ardian: Paris-headquartered private investment house with leading primaries, secondaries and co-investments franchises. Most direct peer for Unigestion's pre-Sagard PE solutions business.
- Partners Group: Swiss-listed global private markets investment manager with multi-strategy solutions (primaries, secondaries, co-investments) alongside direct investing. Comparable to the Sagard Private Equity Solutions platform Unigestion has now joined.
- GAM Investments: Swiss active asset manager with both discretionary and systematic investment capabilities serving institutional and HNW clients. Overlaps Unigestion's specialist-platform mix of quant equity and wealth management.
- LGT Capital Partners: Swiss private investment group with a multi-strategy PE solutions platform (primaries, secondaries, co-investments) and a wealthy-family-owned governance structure similar to Unigestion's Famsa Foundation ownership.
Broad incumbents
- UBS Asset Management: Large global asset manager within UBS Group, with broad active equity, multi-asset and alternatives offerings. Competes with Kepler Unigestion for institutional equity mandates and with U Wealth for HNW clients, but at materially greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Unigestion social profiles
Digital presenceUnigestion compliance and trust
Trust signalCompliance3 records
Unigestion financial estimates
Financial estimateRevenue estimate
Valuation estimate
Unigestion leadership team
Management profileNumber of profiles
Profiles3 records
Unigestion subsidiaries and ownership
Company hierarchySubsidiaries4 records
Unigestion funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Unigestion M&A and investment
M&A and investmentM&A2 records
Investments14 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Unigestion
What does Unigestion do?
Unigestion Holding One SA is a Geneva-based investment holding company that operates specialist asset and wealth management platforms. Its equities franchise (Kepler Unigestion, in partnership with Kepler Cheuvreux) runs quantitative, AI-augmented, low-volatility strategies on listed equities with over EUR 3 billion in assets. Its wealth management arm (U Wealth SA), regulated by FINMA, delivers tailored investment solutions and long-term guidance to private clients in Switzerland. Its former private equity activity is now combined into Sagard Private Equity Solutions, which manages over $23 billion in combined private equity assets.
Is Unigestion a public or private company?
Unigestion is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Unigestion founded?
Unigestion was founded in 1971. It employs 51 to 100 people.
Where is Unigestion based?
Unigestion is headquartered in Geneva, Switzerland, in the Europe region.
How does Unigestion make money?
Three revenue lines are on record. Asset Management Fees are the primary driver. The others are performance Fees and wealth Management Services.
Who are Unigestion's main competitors?
Direct peers on record are Man Group, Pictet Group, Lombard Odier, Vontobel, Winton Group, Ardian, Partners Group, GAM Investments and LGT Capital Partners. UBS Asset Management is listed as a broad incumbent.
Does Unigestion have an API?
No public API is recorded for Unigestion.
What industry is Unigestion in?
Unigestion's product category is Institutional Asset Management. Its primary akta.pro industry code is FSAAAIAL, Quantitative/Systematic Equity (Active), with a secondary code of FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 523940 and its SIC code is 6282.