About Us
Founded in 2008 and headquartered in Zürich , our firm specializes in financial management and real estate investment for private and institutional clients. Today, we are proud to support a growing network of over sixty clients across multiple jurisdictions.
Beyond portfolio management, we provide comprehensive advisory services and long-term strategic guidance. Our approach is grounded in rigor, clarity, and alignment of interests, with the objective of building resilient, well-diversified portfolios tailored to each client’s specific goals.
We are committed to delivering a high standard of service, combining disciplined analysis, thoughtful asset allocation, and continuous monitoring to help our clients navigate financial markets with confidence and peace of mind.
At HEB Investment , we believe that sustainable value is created through discipline, strategic vision, and a long-term perspective. Our investment philosophy is founded on the careful allocation of capital into high-potential opportunities that combine innovation, resilience, and measurable growth potential.
We adopt a rigorous and selective approach, focusing on businesses and assets capable of generating enduring value across economic cycles. By combining Swiss standards of governance, operational excellence, and prudent risk management, we seek to protect capital while maximizing long-term returns.
Our strategy is built on diversification across sectors, geographies, and asset classes, enabling us to identify opportunities wherever they emerge while maintaining a balanced risk profile. Beyond providing capital, we actively support the development and expansion of our portfolio through strategic guidance, global networks, and disciplined execution.
Integrity, transparency, and accountability guide every decision we make. We view each investment as a long-term partnership, aligning our interests with those of our investors and stakeholders to create sustainable growth and lasting impact.
Our vision
Our Mission
The building blocks to achieve our vision.
At HEB , our mission is to build a high-performing and internationally respected investment firm driven by excellence, discipline, and long-term vision. We are committed to fostering a culture founded on transparency, accountability, and ambition where talented individuals are empowered to grow, contribute, and succeed together.
We aim to deliver strong and sustainable investment performance through rigorous analysis, disciplined execution, and prudent risk management. Our approach combines strategic insight with a long-term perspective, ensuring that every investment decision is aligned with the interests of our investors, partners, and stakeholders.
At the core of HEB lies a strong commitment to responsible investing and sustainable value creation. We believe that intelligent capital allocation, sound governance, and responsible business practices must work together to generate lasting prosperity for investors, portfolio companies, and the broader economy.
Beyond financial performance, we are dedicated to building enduring relationships based on trust, integrity, and professionalism. We strive to preserve our independence, expand our international presence, and create a meaningful and lasting impact through both our investments and our actions.
Our Values
Behaviours that shape our culture.
Decisive
Prepared to make and stand by important decisions and to accept responsibility on our own shoulders for outcomes.
Ownership
Taking care of the company’s resources and responsibilities as if they were our own.
Creative
Turning new and imaginative ideas into reality, coming up with innovative solutions, thinking ‘out of the box’, seeking to always find a way.
Entrepreneurial
Spots opportunities and creates plans to develop business, even the non-conventional, uses considerable initiative, assesses and evaluates risk.
Honest
Keeping to one’s word, promises, agreements, being truthful with all stakeholders. We do the right thing.
Positive
Confident in opinion or assertion, projects confidence inspiring outward presence, remains focussed on a favourable outcome. Glass half full.
Teamwork
Among individuals, departments and divisions, regards the team as more important than the sum of the individuals, actively encourages team participation and joint success.
We do what we say
Can be relied upon to deliver against commitments within deadlines.