# Unigestion: portfolio, investments and team > Unigestion is a wealth manager based in Switzerland. 1 investment on record, latest Sept 2025. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/unigestion (Millionrounds; every figure on the page links to its filing or article) Switzerland · [Investor](https://millionrounds.com/investors) # Unigestion Last cheque observed Sep 2025. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Email Wealth manager Quiet Last fund $171M, Feb 2022 Growth Financial Services Follow Unigestion and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Funigestion) Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **428** days **00** hrs **00** min **00** sec Median round **$232M** Rounds led **0 of 1** Pitch Unigestion ## Unigestion highlights - 01 1 rounds on record - 02 Mostly Growth: 100% of its rounds ## What they do > With more than 50 years of heritage across Private Equity, Equities and Wealth Management. From their own website - **Type:** Wealth manager - **Cheque size:** Not stated - **Sectors:** Financial Services - **Based in:** Geneva, Switzerland - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2025** 1 round - **Sept** **[Ortivity](https://millionrounds.com/company/ortivity)** Growth · DE · TechStartups **$232M** With 1 other An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **19 named** AJ **Alexei Jourovski** Executive Committee i Form ADV BJ **Bernard Jean Sabrier** Board Member i Form ADV CD **Christophe De Dardel** Chief Executive Officer, Executive Committee i Form ADV CM **Christopher M. W. Hill** Director i Filing they signed DC **Donna Clare Beasant** Chief Compliance Officer i Form ADV HD **Heidi Dyer** Executive Committee i Form ADV HM **Heidi M. W. Lawlor** Director i Filing they signed JS **J. Scott Perkins** of Lighthouse Investment Partners, LLC i Filing they signed JJ **Jean-Pierre Jacquemoud** Board Member i Form ADV KR **Kelly R. Perkins** of Lighthouse Investment Partners, LLC i Filing they signed MZ **Mark Zund** Executive Committee i Form ADV PF **Patrick Fenal** Board Member i Form ADV RF **Regis Fernand Martin** Board Member i Form ADV RJ **Reto Juerg Germann** Executive Committee i Form ADV RP **Robert P. Swan** of Lighthouse Investment Partners, LLC i Filing they signed RP **Robert P. Swan, III** of the General Partner i Filing they signed RA **Robin Ann Maggi** Board Member i Form ADV SZ **Samuel Zemp** Chief Compliance Officer, Head of Legal and Compliance i Form ADV SG **Sean G. McGould** of Lighthouse Investment Partners, LLC i Filing they signed We also hold **20** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$6.2B** assets it manages, 2 advisers combined Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Unigestion SA - **SEC number:** CRD 305038 Funds on its Form ADV **2** private funds, **$1.0B** in gross assets · filed Oct 2024 - Unigestion Secondary V SCS-SICAV-RAIF *Private equity* 114 investors $529M - Unigestion Direct II SCS SICAV RAIF *Private equity* 74 investors $477M Latest fund on file **$171M** raised in Feb 2022 From its SEC filing. Nothing newer is on file yet. ## The cheque Growth Median round joined **$232M** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Sept 2025 Rounds by stage said on their site - Growth *1* Cheques by month Led Joined Dec 2023 Nov 2026 **Pitching Unigestion?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Recently backed The latest companies Unigestion put money into. [**Ortivity** $232M · Sept 2025](https://millionrounds.com/company/ortivity) ## Quick answers about Unigestion ### What does Unigestion invest in? Unigestion invests most often at Growth (100% of the rounds on record), in sectors such as Financial Services. ### How active is Unigestion? 1 investments on record, 0 of them in the last 12 months. The most recent was in Sept 2025. ### What has Unigestion invested in recently? Its most recent investments on record: Ortivity (Growth, Sept 2025). ### How big are Unigestion's cheques? The median round it joins is $232M. ### Is Unigestion investing now? No investments in the last 12 months; the latest was in Sept 2025. ### What kind of investor is Unigestion? Unigestion is a wealth manager based in Geneva, Switzerland. ### How much does Unigestion manage? About $6.2B, as assets under management, 2 advisers added together (Oct 2026). ### Has Unigestion raised a new fund? Its latest fund filing with the SEC was in Feb 2022, reporting $171M raised. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=unigestion) · [Is this your firm? 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