AppleTree Asset Management SA

Overview

FINMA lists APPLETREE SA in Genève as a licensed portfolio manager monitored by AOOS, the Swiss supervisory organization.¹ The firm website brands the business Appletree, while the directory record uses AppleTree Asset Management SA.¹²

History

Appletree says Alexandre Toussaint founded the firm in 2014.³ It describes its original structure as a family office dedicated to entrepreneurs and intrapreneurs.³ From 2015, the firm developed M&A expertise for small and medium sized companies with enterprise values from around ten million to several hundred million euros.³ From 2018, it supported start ups with Series A and Series B fundraising, investor relations management and roadshows.³ Appletree reports a partnership with Inbound Capital beginning in 2021 to expand its offering for high growth companies.³ Website listed news includes an Appletree Medtech Seminar dated 16 May 2024, an Appletree Start up Seminar dated 8 June 2022 and an Investment Seminar dated 8 April 2021.²

Timeline

1. 2014Appletree says Alexandre Toussaint founded the firm in 2014.
2. 2015From 2015, the firm developed M&A expertise for small and medium sized companies with enterprise values from around ten million to several hundred million euros.
3. 2018From 2018, it supported start ups with Series A and Series B fundraising, investor relations management and roadshows.
4. 2021Appletree reports a partnership with Inbound Capital beginning in 2021 to expand its offering for high growth companies.
5. 2024Website listed news includes an Appletree Medtech Seminar dated 16 May 2024, an Appletree Start up Seminar dated 8 June 2022 and an Investment Seminar dated 8 April 2021.

Leadership

Alexandre Toussaint is Founder & Managing Partner.³ Philippe is Senior Advisor.³ Amaro is Senior Relationship Manager.³ David is Senior Advisor and founder of Inbound Capital.³

Services

Investment management includes discretionary mandates for listed and unlisted assets, with objectives and risk profiles defined with the client.⁴ Appletree also selects international managers for long term investors in infrastructure, real estate and industrial assets.⁴

Enterprise advisory covers fundraising, shareholder changes, M&A transactions and investor relations.⁴ Fundraising support includes equity and bond financing, while investor relations support can range from strategy design to full outsourcing.⁴

Supervision services include analysis of alternative and private funds, global portfolio steering, and digital monitoring of portfolios, cash flows and market developments.⁴

Appletree says it can help create dedicated financial products for listed or unlisted assets when a suitable market product is unavailable.⁴

What the firm offers

• Investment management
• Private and alternative investments
• Cross-border planning

Client focus

The firm lists entrepreneurs, family offices, institutional investors, foundations and associations as client groups.⁵ Entrepreneur services include capital raisings, M&A, treasury products, private wealth management and wealth structuring.⁵ Family office work includes global portfolio steering, advice and monitoring of private assets, alternative investment advice, exchange seminars and real estate project advice.⁵ Institutional projects include alternative and private fund of funds creation, alternative portfolio management and outsourced monitoring of private fund portfolios.⁵ Foundation and association services include portfolio audits and analysis, treasury management, creation of a social impact fund and portfolio steering.⁵

Investment philosophy and approach

The firm names long term investment, responsible financial activity with practical purpose, and collaborative expertise among its organizational markers.³ Appletree says its ambition is to become a reference player in Europe for strategic thinking support for long term investors.³

FAQs

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Sources

1. FINMA licensed institutions list , accessed 2026-10-23.
2. Appletree homepage , accessed 2026-10-23.
3. Our story and team , accessed 2026-10-23.
4. Services , accessed 2026-10-23.
5. Clients , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.