History

B&I Capital was founded in Zurich in 2007 by its two managing partners and owners, Charles Isaac and Christian Bernasconi. AUM at launch USD 30m.

After successfully managing through the financial crisis, B&I Capital expanded to Singapore in 2010, enabling better access to companies and further improving research.

B&I Capital is a fully regulated Asset Manager under the Swiss FINMA and for accredited investors under the Monetary Authority of Singapore.

We currently manage five separate funds, one with three share classes, and two managed accounts for institutional clients. All products focus on REITs but with different characteristics depending on clients’ needs.

To further expand our REIT offering, we launched a global REIT fund at the end of November 2015.

A brief timeline and milestones, with products launched highlighted:

2007 2010 2013 2014 2015 2016
  • B&I Founded
  • Pan-Asian (QI)
  • Pacific (QI)
  • Asian (UCITS)
  • Singapore office
  • MAS license
  • FINMA license
  • ASB (QI)
  • UCITS Mandate
  • Spezial-AIF Mandate
  • Global (UCITS)
  • Global UCITS Mandate
  • CHF-hedged Classes