Since its founding, Vega Star Group has helped private clients and family offices grow their businesses, protect, preserve, grow, and manage their wealth, and pass it on to future generations.
A defining feature of Vega Star Group’s approach is the depth and breadth of planning undertaken before implementing a wealth management strategy. Regardless of who you are or how your wealth was created, the role of an investment advisor remains the same: to understand what you want to achieve with your wealth and help you develop and implement a strategy to reach your goals.
Three investment companies offer a comprehensive range of financial instruments and solutions in the U.S. market — from more conservative real estate-related opportunities to high-yield innovative financial instruments. However, we believe it is our responsibility to emphasize that we prefer to invest exclusively in the real sector of the U.S. economy, where many programs are secured by tangible collateral.
Successful investing is built on a well-structured plan. Understanding your goals enables your advisor to fine-tune your portfolio by selecting asset classes that help balance your needs for growth, succession planning, and the achievement of your life goals.
Start with a sound plan, then determine the approach you want to take to investing your wealth. Are you a hands-on or hands-off investor? Whatever your preference, you should seek to benefit from access to the accumulated expertise of some of the world’s most experienced asset managers.
Implementing an international investment strategy requires an advisor with a global perspective, a deep understanding of markets around the world, and insight into the trends shaping the global economy.
A thorough, long-term understanding of your personal and financial circumstances, absolute confidentiality, and access to a broad network of specialist expertise enable your investment advisor to provide independent insight and introduce new ideas.
Reliability is built where there is transparency and a clear understanding of the process.
— Vega Star Group
With Vega Star Group, you benefit from true diversification of perspectives.
We help you diversify your wealth through a global portfolio, giving you access to investment opportunities that may not be readily available in the United States. In addition, exposure to foreign currencies provides diversification benefits by reducing dependence on a single currency and mitigating volatility in its purchasing power.
From our base in Switzerland, we can help you achieve your financial goals through tailored investment solutions that draw on our expertise across multiple jurisdictions, markets, and currencies. Our advisors travel frequently to the United States and are available for regular meetings with you, both in person and remotely.
Our Investment Beliefs
We believe in the value of a rigorous approach designed to capitalize on market inefficiencies. Investment success is driven by a repeatable process of gathering and analyzing information, making informed decisions, and executing them with discipline.
Generating returns generally requires taking risk. We believe that term, credit, and liquidity risks are systematic and can offer meaningful risk premia depending on the investment horizon, while also taking environmental, social, and governance factors into account.
Asset allocation, both tactical and strategic, is a critical driver of long-term returns.
We believe valuation is one of the most effective indicators of future returns and requires a rigorous, independent research process encompassing macroeconomic, industry, and company-level analysis grounded in fundamental data.
We generally avoid extensive use of passive investment strategies, preferring an active approach. Private markets may offer illiquidity premia as well as opportunities to transform and enhance the value of underlying assets.
We prefer to express our investment views through a range of diversified, uncorrelated strategies rather than through a small number of concentrated positions.
We generally avoid extensive use of passive investment strategies, preferring an active approach. Private markets may offer illiquidity premia as well as opportunities to transform and enhance the value of underlying assets.
We prefer to express our investment views through a range of diversified, uncorrelated strategies rather than through a small number of concentrated positions.
We believe in responsible capitalism. As investors, we have a responsibility to engage with corporate issuers to encourage better practices and mitigate negative impacts on society.
We are an independent, private multi-family office known for our long-term perspective, responsible approach to business, and entrepreneurial spirit. These principles have guided our work in the U.S. market for more than 30 years. In our relationships with clients, colleagues, and society as a whole, we always strive to do what is right and remain committed to consistently high standards of quality.
Assets under management or custody*
Total capital adequacy ratio*
Liquidity coverage ratio*
Full-time equivalent employees
Offices worldwide
*Data as of December 31, 2024 (unaudited)
Vega Star Group has 6 offices worldwide: 5 in California and 1 in Vienna.
