Private Equity — investing in companies not listed on the stock exchange — has historically outperformed equity markets by 3 to 5% annually. Véloci opens up this universe reserved for informed investors.
Understanding the mechanics to make the right wealth decisions.
Over 20 years, Private Equity has outperformed listed markets by 3 to 5% annually on average, with lower day-to-day volatility (unlisted assets).
Local Investment Funds (FIP) and Innovation Investment Funds (FCPI) allow you to reduce your income tax by 18% of amounts invested.
Beyond FIP/FCPI, Private Equity fund-of-funds provide access to top-tier managers (Eurazeo, Ardian, Bpifrance) with reduced ticket sizes.
Unlike listed equities, Private Equity is illiquid for 8 to 10 years. The amounts invested cannot be recovered before the fund's term. This type of investment only suits investors with sufficient savings elsewhere (liquidity, life insurance, etc.). The rule: only invest in PE capital you absolutely do not need in the short term.
Analysis and selection of the best-performing FIP, FCPI and fund-of-funds based on manager quality, investment strategy and fees.
Private Equity should represent only a measured share of your wealth (5 to 20% depending on your profile). Véloci defines the right allocation.
The same standard, whatever the product: the best quality on the market, chosen for you.
Véloci neither designs nor sells in-house products. Through open architecture, we select the best solutions on the market for you, with no imposed catalogue and no quota, so we have no reason to steer you toward one over another.
Only approved, recognised partners (leading insurers and asset managers), chosen for their strength, the quality of their management and their net-of-fees performance over time.
A single point of contact who follows you at every stage of your financial life, from saving to transmission. A lasting relationship, not a one-off sale.
Full transparency (Engagement Disclosure Document), interests aligned with yours, clear guidance and availability. We aim for the best net-of-fees performance over time, not the lowest headline fee.
