Carat Investments

What we offer

Private-equity thinking, for gemstones.

When single stones are no longer enough, we build structures — comparable to private equity vehicles, tailored to the physical colored gemstone business and the requirements of family offices and UHNWI.

Structure in detail

Six attributes of a good vehicle.

Standalone vehicle

Swiss legal form with a clearly delimited purpose — for dedicated gemstone portfolios beyond a single stone.

Governance

Investment committee, external reporting, professional valuation. Structure comparable to private equity vehicles.

Diversification within the asset class

Spread across colors, origins, sizes and liquidity profiles within the vehicle.

Defined horizon & exit

Fixed term with documented exit mechanics — individual sales, block sales, auction partners, continuation via successor vehicles.

Reporting for family & advisors

Quarterly valuation, annual assessment, ad-hoc information on material events — prepared for advisors, lawyers and tax counsel.

Discretion by design

Structures are designed so that ownership, mandate size and transactions are known only within the innermost circle.

Suitable for

Family offices, UHNWI, dedicated collections.

Custom structures are suitable where gemstone positions are held at significant size, documented cleanly and passed across generations. Volume and terms are agreed individually.

A structuring conversation with your team.

Schedule a consultation