Quilvest

What Quilvest does

Quilvest is the operating brand of two wholly-owned subsidiaries under Luxembourg-headquartered Bemberg Capital, an international financial group closely held for seven generations by the Bemberg family. The group consists of Quilvest Capital Partners, a mid-market alternative investment firm managing approximately $7 billion in private equity assets, and Quilvest Switzerland, a Zurich-based private bank established in 1932 that provides private banking and wealth management services. Together the entities manage around $15 billion in total assets under management, deploy 200 professionals across 8 offices in 8 jurisdictions on 4 continents, and serve private investors, ultra-high-net-worth families, and institutional investors globally.

The group's core offering spans two interlocking activities: long-duration private equity and real estate investment management through Quilvest Capital Partners, and traditional private banking and wealth advisory through Quilvest Switzerland. Bemberg Capital pioneered several alternative asset categories — private equity (1972), hedge funds (1980), and royalties (1996) — and now applies that 50+ year track record on behalf of third-party capital alongside its own proprietary balance sheet. The firm emphasizes conflict-free independent advisory, multi-generational wealth preservation, and alignment of interests achieved by co-investing proprietary capital alongside client money.

Quilvest's business model is built on recurring management and advisory fees generated by assets under management. Pricing is not publicly disclosed, consistent with a relationship-led, high-net-worth distribution model. The go-to-market is sales-led and direct, relying on private bankers, investor relations teams, and family-office relationship managers rather than any digital or self-service channel. Customer concentration sits entirely within financial services, segmented into three primary groups — ultra-high-net-worth families, institutional investors, and private investors — each using Quilvest for wealth preservation, alternative investment access, and multi-generational planning. The group does not disclose AI, software, or technology infrastructure in its offering, treating the human advisory relationship as the primary product.

Name

Quilvest

Legal name

Quilvest Capital Partners

Website

https://quilvest.com

Company type

Private

Founded year

1932

Operating status

Operating

Headcount range

251–500 employees

Short description

Quilvest operates as the wealth management and private equity arm of Luxembourg-headquartered Bemberg Capital, running Quilvest Capital Partners (mid-market alternatives, ~$7B in PE) and Quilvest Switzerland (Zurich private bank, est. 1932) to serve ultra-high-net-worth families, institutional investors, and private investors across 8 jurisdictions.

Ownership category

akta.pro rank

Product category

Private Banking & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

Keywords

• Private banking services
• Wealth management advisory
• Private equity investing
• Alternative asset management
• Family office services

Headquarters

HQ city

Luxembourg

HQ country

Luxembourg

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Private Equity Investment Management: Quilvest Capital Partners operates as a leading mid-market alternative investment firm, managing private equity investments. The group manages approximately $7 billion in private equity assets under its broader $15 billion AUM.
2. Private Banking Services: Quilvest Switzerland, a Zurich-based private bank established in 1932, provides private banking and wealth management services to high-net-worth clients.
3. Wealth Management Advisory: The group provides private equity and real estate management advisory services, managing both proprietary and third-party capital with a focus on wealth preservation and generation.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Quilvest is an independent wealth manager and private equity investor operating through two subsidiaries under Bemberg Capital. Quilvest Capital Partners is a mid-market alternative investment firm managing private equity and real estate, while Quilvest Switzerland is a Zurich-based private bank established in 1932 providing private banking and wealth management. Together the group manages approximately $15 billion in total AUM, including $7 billion in private equity, for private investors, ultra-high-net-worth families, and institutional investors.

Product overview

Quilvest operates as two distinct subsidiaries under Bemberg Capital: Quilvest Capital Partners is a leading mid-market alternative investment firm focused on private equity, while Quilvest Switzerland is a Zurich-based private bank established in 1932. Together, these entities manage approximately $7 billion in private equity and form part of Bemberg Capital's $15 billion total assets under management across 8 offices worldwide.

Differentiator

Problem solved

Functional benefit

Products and services

• Quilvest Capital Partners A leading mid-market alternative investment firm that manages private equity and real estate investments for private investors, ultra-high-net-worth families, and institutional investors globally.
• Quilvest Switzerland Private Banking A Zurich-based private bank established in 1932 providing private banking and wealth management services to high-net-worth and ultra-high-net-worth clients, with offerings spanning traditional wealth management and access to alternative investments.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators6 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• Lazard: Global financial advisory and asset management firm with significant alternatives and wealth management operations. Comparable to Quilvest in combining investment management with private capital solutions for institutional and HNW clients.
• Rothschild & Co: Global family-controlled financial advisory group with wealth and asset management, and merchant banking businesses. Comparable to Quilvest through its family-controlled independent structure and combined wealth management plus private equity exposure.

Direct peers

• Union Bancaire Privée (UBP): Swiss private bank with strong alternatives and asset management franchises serving HNW and institutional clients. Comparable to Quilvest in its combination of private banking and alternative investment management.
• J. Safra Sarasin: Swiss private banking group owned by the Safra family, providing wealth management to UHNW clients. Comparable to Quilvest Switzerland through its family-controlled structure and private banking focus.
• Lombard Odier: Swiss private bank with a multi-century heritage and independent partnership ownership. Directly comparable to Quilvest Switzerland given its Zurich/Geneva private banking franchise and alternative investment capabilities for HNW families.
• Partners Group: Swiss-headquartered global private markets firm managing alternatives including private equity, real estate, and infrastructure. Directly comparable to Quilvest Capital Partners in mid-market alternative investments.
• Mirabaud: Independent Swiss private bank offering wealth management, asset management, and securities services. Direct comparable to Quilvest Switzerland in terms of size, family-influenced ownership, and UHNW client focus.
• Edmond de Rothschild: Swiss private banking group combining private banking, asset management, and corporate advisory. Closely comparable to Quilvest given its family-controlled structure, multi-generational heritage, and focus on alternatives and wealth preservation.
• Pictet Group: Independent Swiss-headquartered private bank and asset manager with several hundred billion in AUM. Comparable to Quilvest as a family-influenced, independent wealth and alternatives platform serving UHNW clients globally.
• Vontobel: Swiss wealth and asset manager with private banking and alternative investment capabilities. Comparable to Quilvest in combining a Zurich-based private bank with a multi-strategy alternatives platform.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/QuilvestAM

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quilvest