Wealth management and investments

Expertise in family office and private equity for a solid financial future.

Expertise in wealth management

For 20 years, Blue Shift has been supporting families in managing their real estate and financial assets, offering personalized advice and solutions tailored to their needs.

Our mission is simple: to preserve, develop, and transfer your assets with complete peace of mind.

We offer personalized solutions tailored to your life goals and future plans.

a swiss flag on a boat in the water
a swiss flag on a boat in the water

Services

Discover our expertise in wealth management and real estate investment. Entrust your assets to us. Together, let's build the future. Based in Switzerland, at the heart of a solid and reliable financial environment, we combine tradition and innovation to offer our clients efficient and sustainable management.

Wealth and investment management with a rigorous and transparent approach.
man putting hands on pocket while standing in front of glass wall
man putting hands on pocket while standing in front of glass wall

We offer personalized solutions for your family assets.

A serene landscape featuring a modern residential property surrounded by nature.
A serene landscape featuring a modern residential property surrounded by nature.
A close-up of hands analyzing financial documents and charts on a desk.
A close-up of hands analyzing financial documents and charts on a desk.
Estate and succession planning to ensure the sustainability of your assets.

Invest in profitable real estate with our expertise.

We guide you through every step of your real estate project.

Tax and legal optimization taking into account the Swiss and international regulatory framework.

Our strengths:

Personalized support: study of your profile and objectives, and implementation of a clear action plan. Careful selection of properties: residential, rental, commercial, or tax-exempt real estate.

  • Complete management: from property search to rental management, including financing and tax optimization.

  • Transparency & performance: measurable results, clear advice, and long-term monitoring.

  • Why invest with us?

  • Secure your financial future

  • Generate passive income

  • Reduce your taxes

  • Prepare for your retirement

  • Pass on a solid wealth

grayscale photo of 1-21 Wall street signage
grayscale photo of 1-21 Wall street signage

Areas of intervention:

  • Growth Capital

  • Purchase Capital (LBO, MBO, OBO)

  • Innovation Capital

  • Recovery & Restructuring

  • Why Choose [Company Name]?

  • A Proven Track Record

  • An Expert and Committed Team

  • A Long-Term Strategic Vision

  • An Extensive Network of Experts, Partners, and Co-Investors

  • Rigorous and Transparent Governance

aerial photography of white yacht on calm waters
aerial photography of white yacht on calm waters

We identify innovative, resilient, and growth-promoting companies in key economic sectors.

Partnership-based: More than investors, we are long-term partners, involved in strategy, financing, and structuring.

Value-creating: We implement operational and financial levers to accelerate performance and strengthen competitiveness.

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