We aspire to partner with leading entrepreneurs and families, backing them with patient capital and supportive advice to foster sustainable growth of their businesses. Our purpose is to create enduring value, for everyone.
What makes us unique
Adapting to a changing world
From our origins in 1898, we have continuously adapted our model to changing economic environments while remaining anchored in clear principles and values. This ability to evolve without losing our identity remains a defining strength.
Economic and societal value
Our reference family shareholder has been active in business for five generations. This continuity fosters independence, long-term alignment and a patient, generational perspective in capital allocation.
Resilience to cycles
Our heritage is industrial. We understand business cycles because we have lived through them. This experience instills discipline, resilience and a commitment to building companies over time.
Relationships at the core
We believe enduring relationships create enduring value. Over decades, we have built trusted partnerships with entrepreneurs, families and investment managers worldwide. These relationships are central to our ability to access opportunities and support companies constructively.
Talent as a competitive advantage
Investment success is driven by people. Our diverse and complementary team, more than 30 investment professionals across 4 offices and about 20 nationalities, combines analytical rigor with entrepreneurial judgment. We operate as One Team, aligned around long-term value creation.
our principles
SEIZE OPPORTUNITIES
We actively pursue opportunities for growth, as individuals, as an organisation and as allocators of capital.
realise ambition
We put the bar high and go beyond.
VALUE COLLABORATION
We support each other to reach our collective potential.
Demonstrate ownership
We are independent minds with a bias for action. We think like entrepreneurs. We act as owners.
embrace different perspectives
OUR STORY
The entrepreneurial spirit is at the heart of progress. At Sofina, we have evolved over a century into an investment company with family DNA and global reach, driven by purpose and patience to create enduring value for everyone.
Entrepreneurial spirit
By fuelling the desire to create and the drive to innovate, the entrepreneurial spirit has been the animating force behind humanity’s biggest breakthroughs and most ambitious achievements, transforming industries, economies and society as a whole, growing opportunity for everyone.
But the path to progress is rarely linear.
The entrepreneurial journey is characterised by inevitable highs, lows and everything in between.
A balancing act between playing it safe and pushing boundaries, between short-term gains and long-term growth, between adapting intelligently and advancing at pace.
It's a continual process of learning and evolving in a changing world.
We understand this, because we have lived it.
We are Sofina
Founded over a century ago, we have evolved from our industrial beginnings into who we are today.
An investment company with family DNA and global reach.
We have learned that lasting value is rarely created in a single moment or strategic move, it's the result of sustained intentional effort over time.
Purpose and patience.
For entrepreneurs to build businesses that create value, they need partners prepared to go the distance.
And for people to build partnerships that create value, they need trust and mutual understanding, with aligned incentives and the right intentions.
This is the reason we exist.
Our purpose is to create enduring value, for everyone.
Driving growth
In practice, this means putting our relationships on par with our returns.
Providing solid support when times get tough, and prioritising stakeholder success in every decision.
Our investments are stories of the power of these relationships.
Good people doing great things. Together.
We invest thematically and thoughtfully, with a diversified approach across sectors, geographies and investment styles.
Alongside likeminded entrepreneurs and partners who share our values and vision for the world.
Our role is to offer patient capital, supportive advice and a long-term view to drive lasting growth.
Increasing prosperity, opportunity and sustainability.
Building value is a contact sport.
Building the future
By combining institutional memory with innovation, diligence with dynamism, and clarity with conviction, we can back businesses that build the future we believe in.
Our history has given us the empathy to understand challenges, the endurance to stay the course, and the values to guide our direction.
For over 120 years, we have leaned into uncertainty, learned from mistakes and used our experience to support the companies shaping the next generation.
We believe empowering the entrepreneurial spirit, in a way we can be proud of, is not only the best way to leave our legacy, but also to reshape the way business is done.
Demonstrating that relationships trump transactions, patience is essential, and purpose and profit are deeply linked.
Our mission is to expand our connections and evolve our approach, putting purpose and patience at the heart of everything we do.
To enhance our relationships, increase our relevance and elevate our results, in the Sofina way.
Together, we can help build a future where companies become a force for good, enabling people and the planet to prosper.
