SERGAN Management Sàrl

Overview

SERGAN Management describes itself as an owner-managed boutique asset-management and consulting company based in Geneva. Founders and partners Sergey Vakula and Anne Tschanz Vakula co-manage the firm.¹

Leadership

Sergey Vakula has managed projects and companies in Europe and worldwide, including undertakings ranging from a few million to several hundred million euros.¹

Anne Tschanz Vakula is an economist and financial analyst. Her credentials include an M.A. in economics and finance, Swiss Federal Financial Analyst and Asset Manager diplomas, and Certified European Financial Analyst credentials from EFFAS.¹

Services

SERGAN advises on business acquisitions, private-equity and venture-capital due diligence, business-plan preparation, new business launches, and investments in existing companies.²

The firm helps clients identify investment projects ranging from ideas and start-ups to early-stage companies in high-tech, biotechnology, information technology, and other industrial sectors.³

SERGAN says it can scout for specific investments through its professional network, conduct due diligence on properties, projects, or companies, and structure assignments through a retainer or deal-search mandate.²

What the firm offers

• Private and alternative investments

Client Focus

For direct business investments, SERGAN generally focuses on Switzerland, France, Italy, Austria, and the United Kingdom. It also introduces clients to private-equity and venture-capital firms in the United States, South America, and other European countries.²

Approach

SERGAN’s alternative-investment work includes direct investments in operating businesses, venture-capital funds, high-tech companies, commercial real estate, precious metals, art, antiques, fine wines, and private jets.⁴

FAQs

Related resources

• LocationMultifamily offices in Geneva

  This directory helps a prospective client map other multifamily offices in Geneva and compare the kinds of private or alternative investment support available in the region. It can give a family or business owner a starting point for questions about local expertise, investment scope, ownership structure, and fit before contacting an owner-managed boutique.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com lists corporate venture capital firms, giving readers a way to study how different investors approach venture funding and strategic capital. For someone considering SERGAN Management's private and alternative investment services, the directory can support comparison of venture activity, sector focus, geography, and the types of companies or funds each firm serves.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers directories and practical playbooks for family-owned companies. A wealthy owner can use it to frame questions about family governance, succession, liquidity, and investment priorities, then consider how advice on private equity, venture capital, or other alternatives might fit alongside the operating business and wider family needs.

• GuideThe annual MFO review

  The annual MFO review provides a recurring reference point on multifamily office activity and themes. Reading it can help a prospective client prepare questions about investment approach, reporting, risk discussions, and service scope when assessing a Geneva adviser for private equity, venture capital, or alternative investments.

• Similar firms3T Family Office Ltd
  Afschrift
  Altrana Advisory AG

  These profiles offer points of comparison for a reader reviewing SERGAN Management: 3T Family Office Ltd, Afschrift, and Altrana Advisory AG. Looking across their stated services, locations, and client focus can help an owner identify which questions to ask about private investments, alternative assets, decision making, and ongoing advice before choosing whom to contact.

Sources

1. SERGAN Management, About Us
2. SERGAN Management, Business Acquisition and Private Equity
3. SERGAN Management, Investment Projects
4. SERGAN Management, Alternative Investments

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.