Unigestion closes fund at 255 mln euros

Switzerland and London-based investment house Unigestion has closed its direct opportunities 2015 fund at 255 million euros. The limited partners of Unigestion Direct Opportunities 2015 include insurers, pension funds, banks and family offices from the UK, Europe and Asia. Unigestion focuses on small and medium-sized private companies.


Unigestion, the boutique asset manager that focuses on providing its clients with risk-managed investment solutions, today announces that it has successfully completed the final close of Unigestion Direct Opportunities 2015 (UDO 2015). The fund closed at EUR 255 million, comfortably surpassing its original target.

The final close of UDO 2015 was achieved by attracting strong investor support from both new and existing clients including insurers, pension funds, banks and family offices across the UK, mainland Europe and Asia.

Unigestion has already completed four transactions for the fund and continues to operate its successful investment strategy of focusing on small and mid-sized private companies globally. The firm targets investments in companies where growth is driven by specific long-term trends rather than GDP and thus is resilient to short term economic downturns or shocks.

Paul Newsome, Co-Head of Investments, Private Equity, said:
“Exceeding our target for UDO 2015 by over EUR 50 million is a key achievement for our direct private equity offering and demonstrates the strong and continued investor appetite for our investment process and strategy.

By targeting small and mid-market companies that operate in attractive sectors where growth is uncorrelated to macro-economic conditions and partnering with industry experts, we are convinced that we will deliver robust returns for our clients.

“Our private equity business continues to grow and through our acquisition of Akina, we have cemented our position as a leading specialist in global small and mid-market private equity, with a 52-strong dedicated team across the world and EUR 5.1 billion of assets under management.”

Unigestion is a boutique asset manager with the scale to deliver global tailor-made investment solutions for thoughtful investors. Our core values – integrity, independence, excellence and guidance – are at the heart of everything we do.
We are responsible for managing some USD 23 billion in client assets across our four areas of expertise: equity, multi asset investing, private equity and alternatives. We believe that risk management is an enduring driver of long-term investment performance, and we therefore apply a risk lens to all our strategies. In February 2017 Unigestion acquired Akina with the aim of creating a uniquely qualified specialist in global small and mid-market private equity. Ideas drive our growth, and Unigestion strives to be always at the forefront of innovation in investment management. For us, innovation is about co-creating with our clients the investment solutions that meet their needs through a partnership approach.

Our tradition of research sets us apart. Unigestion’s ongoing research focus, as well as our collaboration with the world of academia, enables us to arrive at new ideas to the benefit of our clients.

With over half of our assets managed through segregated mandates, we have a proven ability to understand clients’ objectives and are trusted by them to design strategies tailored to their needs.

We are privately owned, with a majority of the equity controlled by our senior management, and we focus solely on asset management. This gives us the independence to take a long-term perspective and stay true to our convictions for the long-term benefit of clients.

This independence also means that our interests can truly be aligned with those of our clients. We demonstrate our commitment to our clients by investing our own capital in the strategies we manage for them.

With over 230 employees from more than 25 countries, Unigestion has offices around the world. From center in Geneva, Zurich and London, our presence extends across Europe, North America and Asia.