Kaleidos longevity investment
Our innovative investment solution provides holistic access to both public and private opportunities through a tailored and flexible Kaleido mandate. We are partnering with top-tier venture capital and private equity experts to provide access to the most interesting investment opportunities in this highly dynamic field.
Our scientific advisory board plays an integral role, providing valuable guidance on the most promising developments and areas of interest. On the liquid investment side, an in-house actively managed portfolio will offer exposure to longevity via listed companies, ensuring that you are at the forefront of developments in the public markets.
You choose a mix, we take care of the rest.
Investment Framework
As one of the fastest-growing markets, projected to reach trillions of dollars in the coming years, longevity offers a rich field of investment. The market's growth is driven by increasing consumer/patient demand and scientific breakthroughs.
We have categorized areas of investments into three main areas of interest: Medical, Behavioral, and Societal. Fields and their composition will change over time with the area of Longevity evolving.
Holistic Exposure to Structural Drivers of Longevity
Christian Oertli
Head Financial Intermediaries
Drawing from 30 years of experience in the private banking industry, Christian leads the dedicated team for FIMs. He is the strategic partner for all relations with FIMs, ensuring their productive development.
Urs Merz
SENIOR ADVISOR FINANCIAL INTERMEDIARIES
Urs has been in the banking industry for over 40 years, has extensive technical and operational expertise in the FIM industry. He has earned a reputation as a highly respected partner for FIMs.
Martin Petermann
Senior Advisor Financial Intermediaries
With 25 years in Private Banking and 15 years dedicated to Financial Intermediaries, he excels in managing complex global relationships and providing exceptional service.
Monty Stoller
Senior Advisor Financial Intermediaries
Monty, with 30 years of global banking experience, including 10 years in the FIM business, has a profound knowledge in the areas of client relationship, business, project and process management.
Private Placement Life Insurance Policies (PPLIs)
Gain access to top firms specializing in personalized life insurance policies for wealth structuring, tax planning, and succession planning.
Our services ensure compliance with the policy holder's tax domicile, offering efficient due diligence, high discretion, and rapid account opening.
Custody and Trading of Digital Assets
Custody, brokerage and credit services for more than 20 crypto currencies as one of very few private banks.
Convenient access via e-banking portal.
Digital assets desk with strong industry experience and network.
Payment Services from West to East
Deep understanding both of Eastern European and Central Asian markets where we have gained local expertise.
As one of very few Swiss private banks we facilitate transaction and trading activities between East and West.