Family businesses

Family businesses

Tradition, know-how and innovation
are their strengths


While producing the lion’s share of global wealth, family businesses play a key role in the transmission of know-how and tradition.
Their long-term vision, proven know-how and cautious approach make for remarkable economic results.
These distinctive characteristics generate competitive advantages that lead to :

  • Higher revenue growth
  • Greater profitability
  • Stronger cash flow generation

In the long run, these companies thus tend to outperform the overall stock market.

Longevity
Know-how
Caution

Our dedicated “Protea BAM Swiss Family Enterprises and Protea BAM European Family Enterprises equity funds combine these qualities by focusing on robust, innovative and sustainable companies, in which the founding families are still significant stakeholders.

Our family funds bring together the strong convictions and distinctive skills that our teams deploy to manage the assets entrusted to us by our clients: a long-term perspective, expertise and caution

Florian Marini

Did you know that?

… family businesses are the most common business model in the world. They are estimated to account for 70% of global economic output.

… the oldest listed family business in Europe is pharmaceutical company Merck, founded in 1668 and in which the 13th generation is still involved.

… in Switzerland, 40% of all listed family businesses are active in the industrial sector, the oldest being Bucher, founded in 1807.


Your contacts

Anick Baud

Senior Fund Manager
Geneva

Malek Dahmani

Fund Manager & Head of Sustainability
Geneva