Investment solutions with global reach and precision
For families managing wealth across multiple jurisdictions, navigating private investments and planning for future generations, Paragon Invest offers sophisticated, bespoke strategies aligned with your ambitions. From access to private markets to global portfolio diversification, our independent advisory delivers clarity, control and confidence in every investment decision. Discover how our approach sets us apart.
Offer
What we offer
At Paragon Invest, we specialise in tailored investment solutions for high-net-worth individuals and families. Our offering combines truly independent advice, unrestricted global access and global financial expertise. Whether in traditional asset classes or private market opportunities, every strategy is designed to reflect your goals, risk appetite and long-term vision.
Alternative Investments
Diversify your portfolio and unlock new opportunities with Paragon Invest's alternative investment solutions. From private equity to real assets, we provide access to exclusive strategies that enhance returns and reduce correlation with traditional markets.
Discretionary Accounts
Benefit from active portfolio management tailored to your financial goals. Our discretionary accounts offer hands-off investing with full transparency, giving you the confidence that your assets are managed with expertise and discipline.
Advisory Accounts
Stay in control of your investments while relying on our strategic insight. With advisory accounts, you make the decisions — supported by our in-depth research, global perspective and personalized recommendations.
Managed Accounts
Independent, transparent and fully aligned with your interests – our managed accounts offer personalized portfolio guidance based on your long-term objectives and risk profile.
Investment Philosophy
Our strategies are bespoke, globally diversified and built on robust analysis – designed to grow and preserve wealth across economic cycles.
Fixed Income and Bonds
We construct fixed income portfolios with a focus on capital preservation and income generation, drawing on opportunities across international bond markets and adapting to your financial needs.
Investing
Why partner with Paragon Invest?
Wealth management is not simply about growing assets – it requires careful stewardship and strategic foresight. At Paragon Invest, we help clients protect their legacy, capitalise on global opportunities and achieve long-term financial security. Markets evolve, regulations change and personal priorities shift – your investment strategy should evolve accordingly. With expert, active portfolio management, you safeguard your capital, your financial freedom and your peace of mind. Our mission is to help you invest wisely, purposefully and with lasting confidence.
FAQ
Frequently Asked Questions – Investment Services
These are common questions we receive about Paragon Invest's investment services.
What makes our investment advice truly independent?
+Paragon Invest has no affiliations with banks, brokers or product providers. Our independence means we can select best-in-class global investments without bias or commission-driven incentives. As a fiduciary, we are legally and ethically committed to act solely in your best interest, offering clear, conflict-free and fully customised advice.
How do we create personalised investment strategies?
+It starts with understanding your life goals, financial situation and risk tolerance. We then construct a diversified global portfolio aligned with your objectives – balancing growth, income and capital preservation. Through regular reviews and rebalancing, we ensure your strategy adapts to changes in the market and in your life.
What types of investments can I access?
+We provide access to a broad spectrum: global equities, bonds, ETFs and funds, alongside private equity, private credit, real estate and hedge fund opportunities. Our open-architecture approach ensures your portfolio is built from high-quality investments selected purely on merit and relevance.
Are your services suitable for UK investors?
+Yes, we serve clients across multiple jurisdictions including the UK. Our expertise in cross-border wealth management ensures compliance with local regulations while optimizing your global investment opportunities.
How are my assets held and protected?
+Your assets are securely held in segregated accounts at leading international banks – in your name and under your control. While we provide the investment expertise, the custodian ensures your asset protection. This structure offers the strength of institutional banking and the transparency of independent advisory.
How we work
More information on our investment services
Managing significant wealth requires more than a standardised approach. At Paragon Invest, we deliver a refined investment experience for those who expect more – more insight, more access, more strategic thinking. With Swiss precision and global scope, we guide you through today's complex financial landscape with clarity and care. Whether your priorities include global diversification, cross-border wealth planning or alternative investments, our solutions are built around your unique needs.
Bespoke investment solutions with Paragon Invest
Based internationally, Paragon Invest offers comprehensive, bespoke investment and wealth management for affluent individuals, families and entrepreneurs worldwide. Our independence allows us to provide truly objective advice, rooted in traditions of discretion, security and financial excellence.
A holistic approach to wealth and investment management
Investment advice at Paragon Invest is more than portfolio management – it's an integrated service aligning your resources with your aspirations. Our solutions reflect your goals, values and risk appetite. We begin with a detailed review of your financial situation, lifestyle and long-term aims. Whether your focus is wealth preservation, growth or income generation, your plan will be uniquely structured to deliver.
Access to global investment opportunities
As an independent firm with a global network, Paragon Invest opens access to a wide range of investment vehicles:
- Equities and fixed income: Diversified portfolios combining global equities and bonds with a focus on quality and performance.
- ETFs and mutual funds: Our advisors select best-in-class mutual funds and exchange-traded funds from across the globe, ensuring clients benefit from cost efficiency and strategic diversification.
- Alternative investments: For those seeking uncorrelated returns and exposure to unique opportunities, Paragon Invest provides access to a curated selection of private equity, hedge funds, venture capital, private debt and real estate.
- Structured products and derivatives: When appropriate, Paragon Invest also integrates structured products to fine-tune risk-reward profiles and enhance portfolio efficiency.
Rigorous portfolio construction and oversight
Paragon Invest applies institutional-level portfolio construction techniques, underpinned by rigorous research, data-driven analysis and market foresight. Our investment committee regularly evaluates macroeconomic trends, geopolitical developments and asset class dynamics to ensure that client portfolios remain resilient and positioned for opportunity.
Risk management is woven into every layer of the investment process. The team employs sophisticated asset allocation models, stress testing and scenario analysis to mitigate downside risks while optimizing returns. Portfolios are actively monitored and rebalanced as needed, ensuring alignment with clients' evolving financial landscapes.
Banking
Custody with leading Swiss and international banks
To safeguard client assets, Paragon Invest works exclusively with top-tier Swiss and international banking institutions. Clients hold fully segregated accounts in their own names, or a structure such as a company, LLC or a trust, retaining full transparency and control. This open-architecture model allows for the seamless integration of world-class custodianship with Paragon Invest's independent investment advice.
About Us
Dedicated advisors with global expertise
The firm's multilingual team of investment professionals brings to the table decades of experience across global financial markets. Each advisor combines deep technical knowledge with a personal commitment to client success. Whether navigating international tax structures, managing cross-border wealth or evaluating private market opportunities, Paragon Invest serves as a trusted guide in today's complex financial environment.
Family Office Services
Private investment office for ultra-high net worth families
For clients requiring advanced services, Paragon Invest offers family office solutions, including legacy planning, intergenerational wealth transfer, philanthropy and concierge services. Our integrated approach ensures that both financial capital and family values are preserved across generations.
Get in Touch
Your Partner in financial freedom
Paragon Invest is committed to earning your trust through transparency, diligence and unparalleled service. We view each client relationship as a long-term partnership, dedicated to building and protecting wealth across market cycles and life stages.
Whether you are looking to optimize existing assets, plan for retirement or diversify into global opportunities, Paragon Invest provides the expertise and flexibility needed to turn ambition into achievement.
Learn more by contacting us and discover how Paragon Invest can help you secure and grow your wealth with confidence and clarity.