We are a team of experienced investors making good companies better

With more than 60 years of experience in private equity, wealth management and entrepreneurial investments, Apogee is an organisation dedicated to sharing carefully selected high potential opportunities with investment club members.

Our People

We have opinions and we like to see them through

Our highly experienced team of investment professionals creates value on a global basis by leveraging long-standing relationships in Asia and the US.

We are passionate about driving change in our investments with an industry-driven approach. Our people’s deep knowledge and broad experience allow us to combine local insights with a global outlook creating best-in-class returns on investment. 

Our network, strategically supported by long-standing relationships with advisors across all continents, empowers us to successfully navigate the increasingly complex market we operate in.

Our Philosophy

We don't just say we care, our actions show that we do

Apogee takes a partnership approach to the safeguarding and enhancement of wealth, driven by independent and conflict-free advisory, discipline, intellectual integrity, and alignment of interests with co-investors.

We adopt a principal investment approach, by leveraging the insights and experiences of its team. The only way to guarantee the good stewardship of our investment club members’ wealth is for our team members to be investors themselves.

We are independent advisors and investors for Apogee's investment club members. Our conflict-free investment philosophy is based on values of openness and transparency.

Our club deal membership structure offers our investment club members the flexibility to opt-in on a deal by deal basis giving them the freedom to deploy capital according to their asset allocation needs.

We are an agile platform that can respond to investor needs and market conditions swiftly and opportunistically. 

Apogee’s investment club members have access to a wide range of value creation opportunities across industries, geographies and capital structures – equity and debt investment solutions.

As principal investors we guarantee and pride ourselves on complete alignment of interests with our investment club members. We are incentivised by performance, not by fees.

Deal after deal, we build a long-standing track record with our investment club members.

We have a strict and analytical approach to sourcing investment opportunities. We are committed to a thorough due diligence process resulting in a portfolio of top performance investments across industries, strategies and geographies.

Higher returns always prevail over “attractive” subjective aspects

Environmental, Social and Governance (ESG) criteria are key ingredients to Apogee’s recipe for success.

Independence

We are independent advisors and investors for Apogee's investment club members. Our conflict-free investment philosophy is based on values of openness and transparency.

Flexibility

Our club deal membership structure offers our investment club members the flexibility to opt-in on a deal by deal basis giving them the freedom to deploy capital according to their asset allocation needs.

We are an agile platform that can respond to investor needs and market conditions swiftly and opportunistically. 

Apogee’s investment club members have access to a wide range of value creation opportunities across industries, geographies and capital structures – equity and debt investment solutions.

Partnership

As principal investors we guarantee and pride ourselves on complete alignment of interests with our investment club members. We are incentivised by performance, not by fees.

Deal after deal, we build a long-standing track record with our investment club members.

Discipline

We have a strict and analytical approach to sourcing investment opportunities. We are committed to a thorough due diligence process resulting in a portfolio of top performance investments across industries, strategies and geographies.

Higher returns always prevail over “attractive” subjective aspects

Responsible investor

Environmental, Social and Governance (ESG) criteria are key ingredients to Apogee’s recipe for success.

Key Facts

3

Offices: London, Lugano and Milan

>60

Team with combined experience of more than 60 years in Private Equity and more than 40 years in Wealth Management

>60

Track record of more than 60 deals executed across 10 countries

2.5

2.5 times return on money invested