Value for all
WHO ARE WE?
—
WE ARE A SWISS INVESTMENT ADVISORY FIRM.
Spearvest was born out of the sincere desire to manage capital in a space free of bias and conflicts of interest. This allows us to foster a culture of integrity and an environment of performance and innovation.
While maintaining our independence, we use our wide network of top global service providers in financial markets and real estate, combined with modern financial technology to deliver a truly holistic investment experience.
Spearvest’s partners have over 60 years combined experience advising institutional and private investors within the world’s top wealth management and real estate firms. The trust we gained from our clients and network gives us the confidence to realize our vision.
Spearvest SA is a Swiss investment advisory firm duly registered with SO-FIT.
Headquartered in Geneva, Switzerland, we advise private and institutional investors globally.
WHAT MAKES US DIFFERENT?
—
INDEPENDENCE
We deliver an advisory relationship free of bias and conflicts of interest. In short, we place ourselves alongside our clients on the ‘buy-side’ of the financial services trade.
INNOVATION
Using high-tech reporting tools and independent market data sources, we provide real time customizable reporting which consolidates our clients’ multiple portfolios and real estate globally.
NETWORK
With a wide network in the financial and real estate industries, we have access to the most recognized players, leveraging their strengths to our clients’ benefit.
DILIGENCE
Understanding our clients’ experience and knowledge, we source the most suitable solutions to achieve their set goals.
WHAT WE DO
—
We are trusted to advise on our investors’ capital, drawing upon our extensive experience in managing the assets of institutional and private investors.
Acting as our client’s investment committee, we combine unbiased investment advice with modern technology to deliver unrivalled asset management experience throughout the whole value chain.
Financial Investments
Financial Investments
- - Active portfolio advisory
- - Global markets monitoring
- - Trade execution
- - Performance analytics on consolidated portfolios
- - Regular fee analysis
- - Sourcing financing solutions
- - Wealth planning advisory
- - Manage day-to-day relationship with banks,
- - Cash management
- - Advice on corporate actions
Real Estate Investments
Real Estate Investments
- - Define allocation and investment strategy
- - Institutional Access to deal flow (tailor-made and co-investments)
- - On-boarding of existing properties
- - Review Ad-hoc opportunities
- - Faciliate acquisition process, financing and structuring.
- - Advise on exit/reallocation strategy
- - Capex monitoring,
- - Provide independant valuation and market updates
Private Investments
Private Investments
- - Provide access to exclusive investments into private businesses
- - Access to structured co-investment opportunities and selected private equity funds
- - Analyze and on-board existing private equity holdings
SENIOR MEMBERS
—
Wael M. Al-Nahedh
Founder
Chief Executive Officer
Wael M. Al-Nahedh
Founder
Chief Executive Officer
Wael M. Al-Nahedh is the Chief Executive Officer of Spearvest and the company’s chairman of the board of directors. He founded Spearvest in June 2018, bringing 12 years of financial industry leadership in mergers & acquisitions, asset management and wealth management to this role with the company. He has spent most of his career in Switzerland serving his clients from two of the world’s most renowned financial firms, J.P. Morgan and UBS.
Aurelio Di Napoli
Partner
Head of Real Estate
Aurelio Di Napoli
Partner
Head of Real Estate
Aurelio Di Napoli has over 15 years’ experience within the commercial real estate markets including capital transactions, funds management, client advisory, asset management and leasing across Europe and Asia Pacific. He has held a number of senior positions, most recently with Savills as Director with the Operational Capital Markets team responsible for the Nordics, Southern Europe and CEE.
Hicham El Aissaoui
Member of the
Investment Committee
Hicham El Aissaoui
Partner
Senior Investment Advisor
Hicham El Aissaoui is a senior Investment Advisor at Spearvest, providing our clients with holistic investment advice and portfolio management across asset classes. By closely monitoring financial markets and independently assessing risks and return opportunities, Mr. El Aissaoui along with the broader team at Spearvest provide our clients with timely asset allocation recommendations and identify suitable and attractive investment opportunities.
Michael Berclaz
Compliance
Officer
Michael Berclaz
Compliance
Officer
Michael Berclaz is the external Compliance Officer to Spearvest in charge of the Compliance function. Holder of a Master in Swiss Law & the CAS in Compliance Management, he has more than 20 years experience in the Financial Service industry, where he held Projet Management & Senior Compliance functions to Bank Institutions in Geneva, Monaco, Luxembourg, Lisbon and Paris such as Lloyds TSB, Hyposwiss Private Bank, BNP Paribas, Société Générale & EFG. He specialises in Compliance Organisation, International Sanctions, AML & Tax.
OUR LOCATION
—
Rue du Commerce 4,
1204 Geneva
Switzerland
OUR CONTACTS
—
© Spearvest 2024. All rights reserved.