Private Equity


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Promoting innovation, exploiting technologies, partnering with entrepreneurs, driving regional development and leveraging tax advantages are just some of the benefits of private equity.

Private equity refers to the practice of purchasing equity stakes in unlisted companies at various stages of their development: start-up (venture capital), expansion plans (development capital), transfer of ownership (leverage buy outs) and buying distressed companies (turnaround capital).

  • Private equity funds are shareholders that take an active role alongside management. By strengthening the capital base – in other words, by providing companies with structural solutions – they are a real force for creating value, employment and wealth.

    As a result, this is a fully fledged asset class, which clients can incorporate into their wealth management strategy with the aim of diversifying their investment portfolio. Private equity has many advantages from a wealth management perspective. It is a long-term asset that encompasses a diverse range of investments, low volatility and high returns.
    Yet another advantage is the favourable tax treatment of certain products, such as Innovation Funds, which entitle holders, depending upon their country of residence, to a tax deduction in proportion to the amount invested.

    Crédit Agricole Private Banking offers its clients a range of products in this asset class with a track record of quality, either via Crédit Agricole Group subsidiaries or as part of an open architecture offering:
    • Funds specific to France and Europe are offered directly by Crédit Agricole Private Equity, the specialised Crédit Agricole Group subsidiary.
    • An allocation strategy and privileged access to a rigorous selection of the top French and European managers monitored by Crédit Agricole Suisse teams, as well as targeted co-investment opportunities alongside the CA Suisse teams, are also available.
A tailor-made offer
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    Much like an orchestral conductor for the wide range of skills and expertise within the Crédit Agricole Group, your financial manager is attentive to your input at every stage of managing your fortune.
     
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    Faithful to its tradition of attentiveness and availability, a team of professionals dedicated to the independent wealth managers division supplies services calibrated to meet the needs of our partners.
     
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    Crédit Agricole Suisse is the best partner for Family Offices offering a wide range of services from the asset management to the tax and estate planning.