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Private Client*
You are likely to be a Private Client if you do not qualify as an Institutional Client as defined below. However, if you are an experienced investor or high net worth, you may (upon request and careful consideration) be eligible for treatment similar to that of an institutional client.

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an entity required, under the laws of the jurisdiction in which you carry on business, to be authorized or regulated to operate in the financial markets (which includes but is not limited to financial intermediaries such as: banks, investment firms, broker dealers, insurance companies, insurance intermediaries, funds, pension funds or management companies);
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*If you are a Singapore resident, please note that by proceeding to access our website, you are further representing and warranting that you are (i) an institutional investor under Section 4A(C) of the Singapore Securities and Futures Act 2001 (“SFA”), and (ii) acting in compliance with the laws, rules and regulations applicable to you. You further acknowledge that (i) BlueOrchard Finance Ltd and its affiliates (including BlueOrchard Investments (Singapore) Pte. Ltd.) are not regulated by the Monetary Authority of Singapore (“MAS”) and are therefore only permitted to offer their products to Singapore residents pursuant to the institutional investor exemption under Section 304 of the SFA, and (ii) this website has not been reviewed by the MAS.

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a regulated financial intermediary such as a bank, a securities firm, a portfolio manager, a trustee, a fund management company or and an asset manager of collective investment schemes or an insurance company;
a central bank, a public entity with professional treasury operations, a national or supranational public entity with professional treasury operations
an occupational pension scheme with a professional treasury operations or other occupational pension institution providing professional treasury operations;
a company or a private investment structure with professional treasury operations for HNW private clients;
a large company exceeding two of the following parameters: (a) balance sheet total of CHF 20 million; (b) turnover of CHF 40 million; equity of CHF 2 million;
a private client who has concluded a permanent asset management agreement or a permanent advisory agreement in writing with a financial intermediary or an independent asset manager pursuant to Swiss law.

The term Qualified Investor pursuant to CISA covers in particular professional clients and institutional clients in terms of the Swiss Financial Services Act (FINSA).

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Meet us

To see fund specific events setup your investor profile:

Online

In-person events

Upcoming Events:

BlueOrchard Breakfast Meeting – Zurich

Insights from BlueOrchard

28.03.2023 8:15 am CET

Zurich, Switzerland

Register now

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BlueOrchard Breakfast Meeting – Geneva

Insights from BlueOrchard

04.04.2023 8:30 am CET

Geneva, Switzerland

Register now

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Past Events:

BlueOrchard Breakfast Meeting – Geneva

Insights from BlueOrchard

25.11.2022 8:15 am CET

Geneva, Switzerland

Register now

BlueOrchard Breakfast Meeting – Zurich

Insights from BlueOrchard

24.11.2022 8:15 am CET

Zurich, Switzerland

Register now

European Microfinance Week 2022

Speaker: Yann Groeger, Valerie Harrington

17.11.2022 10:30 am CET

Luxembourg

COP27: Blended finance: Mobilising private investors towards financing sustainable development

Speaker: Alessandra Nibbio Bonnet

08.11.2022 12:30 pm CET

Sharm El-Sheikh, Egypt

ALFI Roadshow to Switzerland

Speaker: Philipp Mueller

08.11.2022 10:30 am CET

Zürich, Switzerland
Geneva, Switzerland

A guide to impact investing – University of St. Gallen

Speaker: Peter Fanconi

04.11.2022 10:00 am CEST

St. Gallen, Switzerland

Global Impact Investing Network – C3 and The GIIN Roundtable Breakfast

Speaker: Felix Hermes

11.10.2022 8:00 am CEST

Den Haag, Netherlands

Global Impact Investing Network – Investor Forum 2022

Speaker: Maria Teresa Zappia

11.10.2022 8:00 am CEST

Den Haag, Netherlands

Building Bridges 22 Week

Moderator: Maria Teresa Zappia

05.10.2022 5:00 pm CEST

Geneva, Switzerland

Economist Sustainability Week – Countdown to COP27

Speaker: Maria Teresa Zappia

04.10.2022 9:00 am CEST

London, United Kingdom

Building Bridges 22 Week

Speaker: Veronika Giusti Keller

03.10.2022 5:00 pm CEST

Geneva, Switzerland

Towards Impact Part 2

Speaker: Veronika Giusti Keller

30.09.2022 12:00 pm CEST

Paris, France

#NetZeroFestival

Speaker: Maria Teresa Zappia

28.09.2022 12:00 pm CEST

London, United Kingdom

Impact Summit 2022

There is No Planet B

21.09.2022 5:00 pm CEST

St. Moritz, Switzerland

More information

BlueOrchard Breakfast Meeting – Geneva

Insights from BlueOrchard

31.03.2022 8:15 am CEST

Geneva, Switzerland

Register now

BlueOrchard Breakfast Meeting – Zurich

Insights from BlueOrchard

31.03.2022 8:00 am CEST

Zurich, Switzerland

Register now

BlueOrchard Virtual Field Trip

Join us on a unique knowledge tour around the world

27.10.2021 2:00 pm CEST

Online

Register now

BlueOrchard Webinar

The Raising Gap in Education in Africa

30.06.2021 11:00 am CEST

Online

Register now

BlueOrchard Virtual Breakfast Meeting

20 Years of Impact – Shifting the investment paradigm

15.04.2021 8:30 am CET

Online

Register now

Any questions?

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