Wille Finance

Overview

Wille Finance is a Swiss family office and investment platform focused on private equity, real estate and listed assets. Its stated philosophy emphasizes trust, an entrepreneurial spirit, lean execution and a long-term outlook.¹

History

Wille Finance was established in 2007 to provide dedicated, tailored wealth management. It later developed into an investment platform serving a broader range of investment activities.¹

Services

### Private equity

Wille Finance provides capital, operational experience and networks to growth companies and established businesses. Its venture strategy targets Series A and Series B companies in Europe, with initial investment tickets of CHF 1 million to CHF 6 million.²

The firm’s buyout strategy focuses on small and mid-cap companies in the DACH region and Europe with EBITDA of CHF 2 million to CHF 10 million. Initial buyout tickets range from CHF 5 million to CHF 20 million.²

Venture interests include B2B ICT, biotech and medtech. Buyout investments emphasize buy-and-build and asset-light businesses across sectors. Wille Finance reports a portfolio that includes Araris, Corlytics, Oculis, Sygnum and Warehousing1.²

### Real estate

The real estate strategy is value-add and opportunistic, covering commercial and residential assets, property portfolios and plots. The firm focuses on major European cities and property types including offices, hotels, logistics, residential assets, plots, portfolios and retail.³

Real estate investment tickets range from CHF 5 million to CHF 100 million. Wille Finance says its team screens more than 400 opportunities per year and manages a portfolio of more than CHF 250 million.³

### Listed assets

Wille Finance describes its listed-assets activity as a net-long portfolio strategy.¹

What the firm offers

• Private and alternative investments

Client focus

As a family office, Wille Finance is structured to support long-term investment commitments. The firm says this structure allows it to pursue opportunities without pressure to exit quickly.²

Approach

Wille Finance combines an entrepreneurial investment style with lean execution and a long-term outlook. Its private equity activity pairs capital with operational experience and networks, while its real estate strategy applies value-add and opportunistic investment criteria.¹

Assets and minimums

Published investment parameters include private equity venture tickets of CHF 1 million to CHF 6 million, buyout tickets of CHF 5 million to CHF 20 million, and real estate tickets of CHF 5 million to CHF 100 million. The firm reports managing a real estate portfolio of more than CHF 250 million.²³

FAQs

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Sources

1. Wille Finance
2. Wille Finance Private Equity
3. Wille Finance Real Estate

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.