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History

2017

Adveq Holding AG becomes a fully-owned subsidiary of Schroders, operating under the brand name Schroder Adveq

Schroder Adveq becomes a wholly owned subsidiary of Schroders plc and the investment manager of the Group’s private equity funds. It was acquired by Schroders on 31 July 2017 and is fully embedded in Schroders’ organizational and governance structure. It is a key part of Schroders Private Assets business that also includes real estate, infrastructure finance and private debt.

2014

FINMA license

Schroder Adveq Management AG becomes an asset manager of collective investment schemes authorized by the Swiss Financial Market Supervisory Authority (FINMA), thereby authorized to manage and distribute the Schroder Adveq funds in and from Switzerland.

2013

SFC license

Schroder Adveq Management (Hong Kong) Limited is licensed by Hong Kong's Securities and Futures Commission (SFC) to carry on Type 1 (dealing in securities) and Type 4 (advising on securities) regulated activities.

2010

Signing of Principles for Responsible Investment (PRI)

Schroder Adveq utilises the PRI framework to evaluate and improve its own ESG principles and measures. The firm integrates ESG principles into its management approach, as well as into the products and services it offers to clients.

2009

Launch of Adveq Secondaries

The Adveq Secondaries program is dedicated to investing in private equity funds on a secondary basis across a full range of investment strategies and geographical regions.

Implementation of GIPS® standards

Implementation of GIPS® standards in 2009 as one of the first private equity fund of funds managers. CFA Institute's Global Investment Performance Standards (GIPS®) ensure a complete, comparable and fair view of performance.

ISAE 3402 Type 2 certified process

The controls related to Schroder Adveq’s investment management, fund administration and information technology practices are compliant with ISAE 3402 Type 2, an internationally recognized assurance on controls reporting.

2008

SEC registration

Schroder Adveq registered with the US Securities and Exchange Commission as an investment adviser under the Investment Advisers Act.

2006

Launch of Adveq Asia program

The Adveq Asia program focuses on fund managers investing in the Asia-Pacific region. Prior to launching its first Asia fund, Schroder Adveq made investments in Asia through its other funds. The first Asian investment was made in 1998.

2005

Launch of Adveq US program

The Adveq US program focuses on small/mid-sized turnaround and small buyout opportunities in the US

1998

Launch of Adveq Europe program

The Adveq Europe program focuses on fund managers investing in Europe across investment stages (predominantly buyouts).

1997

Launch of Adveq Technology program

The Adveq Technology program focuses on fund managers investing in technology companies (predominantly venture capital) in the US.

Schroder Adveq founded in Switzerland

Schroder Adveq started its activity in private equity fund of funds services in Zurich with the launch of the Adveq Technology program.