Private Markets
Private equity, growth capital, infrastructure, private credit and direct company investments. Investments may be made directly or through appropriately authorised fund structures.
KOHEN / FUNDS & INVESTMENTS
Build investment platforms. Develop long-term ownership.
KOHEN PLATFORM evaluates investment strategies across private markets, public markets and real assets. Our ambition is to build a disciplined investment ecosystem that can participate in companies, funds, projects and assets across global industries.
INVESTMENT ARCHITECTURE
Three connected investment universes
The appropriate structure depends on the assets, liquidity, investor profile, jurisdiction, risk tolerance and regulatory requirements. These are distinct strategies and should not be blended without a clear mandate.
Public Markets
Listed equities, bonds, exchange-traded products and other eligible securities. Portfolio management, dealing, custody and investment advice must be performed by appropriately authorised providers.
Real Assets & Strategic Holdings
Energy, mining, technology infrastructure, transport, agriculture, property and industrial assets. Ownership may be direct, through a holding company, joint venture or regulated fund.
FUND DEVELOPMENT
Is establishing a fund difficult?
It is achievable, but a fund is not simply a company with investor money. It requires a defined strategy, legal structure, eligible investor base, governance, authorised management, custody arrangements, valuation, audit, risk controls and regulatory compliance. The rules differ between Switzerland, the United Kingdom and other jurisdictions.
Stage 1 / Strategy
Define target assets, geography, ticket size, investment horizon, liquidity, risk limits, return objectives and eligible investor category.
Stage 2 / Structure
Select the jurisdiction and fund form; appoint qualified legal, tax, regulatory and fund-administration advisers.
Stage 3 / Operating partners
Assess authorised fund managers, depositaries or custodians, administrators, auditors, banks and distribution arrangements.
Stage 4 / Launch readiness
Complete documentation, regulatory permissions or registrations, investor onboarding, AML/KYC, valuation and reporting processes.
POTENTIAL FUND STRATEGIES
A family of focused investment strategies
KOHEN may explore distinct strategies over time, subject to investor demand, licensing, suitable management partners and a viable operating model. No fund described here is currently represented as launched or accepting subscriptions.
KOHEN Technology & AI Strategy
Semiconductors, AI infrastructure, data centres, software and enabling technologies.
KOHEN Energy & Resources Strategy
Energy infrastructure, mining, critical minerals and resource-related businesses.
KOHEN Global Industry Strategy
Manufacturing, aerospace, maritime, food systems and industrial technology.
KOHEN Public Markets Strategy
Listed equity and fixed-income exposure through an appropriate regulated investment structure.
GOVERNANCE
Capital protection begins with structure
Investment outcomes are uncertain. A credible platform needs independent oversight, conflicts management, transparent fees, investment committee discipline, asset valuation, custody, liquidity management, audited accounts and investor reporting.
- Separate fund assets from the operating company and its own assets.
- Use independent custody and administration where required.
- Document investment authority, concentration limits and related-party controls.
- Explain fees, risks, liquidity restrictions and conflicts before investors commit.
KOHEN PLATFORM is not currently represented as an authorised fund manager, investment firm or custodian. Fund formation, marketing, management and distribution will proceed only through the appropriate regulatory permissions and authorised partners.