Modest Investments Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2015

Year Founded

  • Professionals
  • 1

Professionals

  • Commitments
  • 1

Modest Investments General Information

Description

Modest Investments is a wealth management firm based in Zurich, Switzerland. Established in 2015, the firm's purpose is to acquire, manage, and sell company shares for its account or the account of external parties. The assets of the firm are managed by the board of directors.

Contact Information

Year Founded
2015
Commitment Size
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Board Member
Corporate Office
  • Ränkestrasse 52
  • Küsnacht
  • 8700 Zurich
  • Switzerland

Modest Investments Commitments (1)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
EMK Capital London, United Kingdom 2017
To view Modest Investments’s complete commitments history, request access »

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Modest Investments Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Modest Investments Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Modest Investments Board Members (1)

Name Representing Role Since
Sven Öhlund Self Board Member
To view Modest Investments’s complete board members history, request access »

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