Private & Qualified Investors

Why PRIVATE MARKETS?

Private assets have significantly outperformed traditional investments and offer unique benefits.

Bonds

Private Markets

Funds

Stocks

Less Volatile

More Volatile

Lower Returns

Higher Returns

Non-correlated

The performance of private markets is not closely correlated with public stocks, bonds, or funds.

Capital Preservation

When properly structured and managed, private assets are great for preserving capital.

Cash Flow

Private assets can generate stable and predictable cash flows.

We believe in personal relationships.

Let us show you how we can structure your private asset portfolio according to your needs in a private meeting or zoom call. We want to understand your investment strategy and show you how private assets could supplement your portfolio.

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Personal support

We strongly believe in the risk-adjusted potential of private assets. Together, we will find out your goals and how our positioning might fit in. Are you a long-term investor, or is short-term liquidity more important?

Relationships are offline

Today, most providers or financial instruments heavily rely on automation and outsourced service centers. Only a few fortunate get to enjoy a personal partnership. We think differently: As an investor network, we believe in personal relationships.

How we work

Arrange a brief initial consultation with us.

Without being accredited as a member with us, you will not be able to view details of investment opportunities.

Certain investments are only available to qualified/professional investors. Based on your information, you will receive full or limited access to our investment opportunities.

As soon as you're ready we'd like to discuss your strategy in a meeting or call.

Questions we hear often

What's the difference between a private and qualified investor?

A private investor has only access to selected financial products that are suitable for non-sophisticated investors.

A qualified investor (or also referred to as a professional investor) has access to all of our opportunities. In some cases, sales restrictions might apply to your location. In any case, we will first classify your investor status before we grant access to our opportunities.

Requirements to be a qualified investor: You have proven financial experience and holdings of at least 500'000 CHF or equivalent worth of financial assets or you hold at least 2 million CHF or the equivalent of financial assets. Your age is 18 years or older. You are the sole beneficial owner of the assets that you will invest. You are not a US Person.
Why can't I see all the available investment opportunities without creating an account?

Some of our offerings are subject to sales restrictions and only available for institutional and professional/qualified investors and are not publicly available. Another reason is to keep a high-quality investor community. We like to build personal relationships with all of our members.
What happens if I do not qualify.

In order to get access to our curated investments, you need to go through our onboarding process. The approval is subject to our onboarding and compliance team. We may deny access at any time without giving reasons.

Still unsure how it works?

Talk to us, we happily guide you through our process.

SCHEDULE CALL

Disclaimer

This report including any corresponding information, services, statistics, products or opinions described or referenced therein (“Report”) is provided by HFWM AG (“HFWM”), a brokerage firm for financial instruments domiciled in Zug, Switzerland. This Report does not claim to be exhaustive and presents only specific characteristics of the financial instrument described. It is based on information and data provided by the issuer of the respective financial instrument. While HFWM (owner and operator of the Moonshot platform) has taken considerable care to ensure that the Report is accurate and up-to-date, no assurance or guarantee is given, either expressly or implied, that the Report is accurate, complete or up-to-date. Neither HFWM, any related company, its executive management, employees, or agents accept responsibility and cannot be held liable for any direct or indirect or consequential loss suffered by an investor or any other person as a result from the use of the Report. Furthermore, HFWM does not assume any warranty or guarantee of any kind, expressed, statutory, or implied, concerning the information contained in the Report, any part thereof, or any results obtained from there.

The financial instruments mentioned in this Report as well as this Report itself are addressed in principle at qualified investors within the meaning of Art. 10(3) and 3ter of the Swiss Federal Act on Collective Investment Schemes of 23 June 2006, CISA, and at professional or institutional clients within the meaning of Art. 4(3-5) or Art. 5(1) and (4) of the Swiss Federal Act on Financial Services of 15 June 2018, FinSA (“Qualified Investors”). Certain financial instruments mentioned in this Report which are not explicitly restricted to Qualified Investors are also addressed to persons in Switzerland that do not meet the definition of Qualified Investor under the CISA or the FinSA (“Non-Qualified Investors”). If the financial instruments are directed exclusively at Qualified Investors, access to the relevant Report and any related information, services, opinions described or referenced therein, is restricted to Qualified Investors.

Certain financial instruments may qualify as structured products under the FinSA. As such, structured products do not constitute shares in collective investment schemes within the meaning of CISA and are, therefore, not subject to authorization and supervision by the FINMA. None of the information provided in this Report should be construed as an offer in Switzerland for the purchase or sale of financial instruments or any related services, nor as advertising pursuant to Art. 68 FinSA in Switzerland for financial instruments or any related services. This Report does not constitute a prospectus pursuant to Art. 35 et seqq. of the FinSA and may not fulfill the information standards required thereunder. This Report does not constitute investment, legal or tax advice.

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Chart Details

The Cambridge Associates LLC US Private Equity Index (CA PE) is a pooled horizon IRR calculation based on quarterly data compiled from 1,496 US private equity funds, including fully liquidated partnerships, formed between 1986 and 2022.

The S&P 500 TR Index calculates both the price movement of the S&P 500 and the dividends that the stocks within the S&P 500 paid.

The methodology behind the calculations focused on establishing parity in the measurement frequency of both indices to a quarterly basis. This adjustment was made due to the fact that investment-level performance information of private equity funds behind the CA PE Index is drawn from the fund managers' quarterly and annual financial statements.

The chart is made for illustrative purposes only, as neither the Cambridge Associates LLC US Private Equity Index nor the S&P 500 Total Return Index can be directly invested in. These indexes are simply measures of the performance of their constituent securities.

Get access to a carefully curated choice of private investments.

Why PRIVATE MARKETS?

Private assets have significantly outperformed traditional investments and offer unique benefits.

We believe in personal relationships.

Personal support

Relationships are offline

What's the difference between a private and qualified investor?

Why can't I see all the available investment opportunities without creating an account?

What happens if I do not qualify.

Still unsure how it works?

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