The Platform

Institutional-grade intelligence,
built for you.

Portfolio analytics, curated investment opportunities and managed strategies. Everything our clients need to see clearly and act decisively, in one place.

1.5M+
Securities tracked across 13 asset classes
195
API routes powering live data
7
Institutional data feeds integrated
13
Asset classes from equities to alternatives
Platform Overview

Real-time portfolio analytics, Swiss-grade security, and white-glove advisory access.

The 2C Advisors platform gives qualified investors complete visibility over their portfolio, from high-level asset allocation down to individual holding detail. Multi-currency, multi-asset, with institutional risk intelligence built in.

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IPO Access

Current IPO opportunities.

Pre-IPO investment opportunities currently under evaluation by our research team. Subject to availability and allocation.

Stripe Inc
Global payments infrastructure for internet commerce. Fintech.
~$91B
Valuation
$26B+
Revenue (2025 est.)
NYSE
Exchange
2026
Expected Listing
Buy
Annual Payment Volume
$1T+
Countries
50+
Profitable Since
2023
Product Suite
Payments, Treasury, Atlas, Identity

Investment Thesis

Stripe processes over $1 trillion in payments annually across 50+ countries. Profitable since 2023 with strong unit economics. Dominant position in internet commerce infrastructure with an expanding product suite including Treasury, Atlas, and Identity. Embedded finance capabilities create deep merchant lock-in.

Risk Factors

Intense competition from Adyen, PayPal, and emerging players. Regulatory changes in payments and fintech. Dependence on e-commerce growth. Valuation premium relative to public payments peers.

Databricks
Enterprise AI and data lakehouse platform. Technology.
$62B
Valuation
$2.4B+
ARR
NASDAQ
Exchange
2026
Expected Listing
Buy
Enterprise Customers
10,000+
Fortune 500 Penetration
>50%
Category
Data Lakehouse (leader)
Growth Rate
~50% YoY

Investment Thesis

Category leader in data lakehouse architecture with ARR exceeding $2.4B on a rapid growth trajectory. Over half the Fortune 500 are customers. Exceptionally well-positioned for the enterprise AI wave with a strong developer ecosystem, open-source strategy, and partnerships across the hyperscaler ecosystem.

Risk Factors

Competition from Snowflake, AWS, Google BigQuery, and Microsoft Fabric. Enterprise spending cycles and potential AI investment slowdown. High customer concentration risk in technology sector. Path to profitability not yet demonstrated at scale.

Fixed Income

Curated bond opportunities.

Three carefully selected positions spanning sovereign safety, banking yield and high-coupon opportunity. Full metrics sourced from institutional data feeds.

Swiss Confederation 2.5% 2033
ISIN: CH0127181011. Government Bond. CHF.
2.50%
Coupon
~0.35%
Yield to Maturity
~114.8
Price
~6.2 yrs
Mod. Duration
AAA
Maturity
8 Apr 2033
Coupon Type
Fixed, Semi-Annual
Min. Denomination
CHF 5,000
Callable
No
Convexity
~42.5
Spread vs. Benchmark
0 bps
Accrued Interest
~0.62%
Issuer Type
Sovereign
S&P
AAA
Moody's
Aaa
Fitch
AAA
DBRS
AAA

Upcoming Coupons (1.25% semi-annual)

Oct 2026
CHF 12.50
Apr 2027
CHF 12.50
Oct 2027
CHF 12.50

Investment Rationale

The Swiss Confederation bond is the benchmark for capital preservation in the CHF fixed income universe. With the highest possible credit ratings from all four major agencies, it carries effectively zero default risk. The 2.5% coupon is among the best available from Swiss sovereign issuers. Ideal as a portfolio anchor for risk-averse allocations and as collateral for structured positions.

Risk Considerations

Trading above par with a low yield-to-maturity reflects the safety premium. Interest rate rises would compress the price given moderate duration. Real return may be limited if Swiss inflation expectations increase. Currency risk for non-CHF investors.

HSBC Holdings 8.113% 2033
ISIN: US404280DS59. Subordinated Note. USD.
8.113%
Coupon
~5.90%
Yield to Maturity
~112.5
Price
~5.8 yrs
Mod. Duration
A+ Rated
Maturity
22 Nov 2033
Coupon Type
Fixed, Semi-Annual
Min. Denomination
USD 200,000
Issue Size
USD 2,000M
Subordination
Tier 2
Z-Spread
~145 bps
Callable
No
2C Recommendation
Core Income

Investment Rationale

HSBC's 8.113% subordinated note offers an attractive yield from one of the world's largest banking groups. The fixed coupon locked in during the 2023 rate peak provides exceptional current income. HSBC's diversified revenue base across Asia, Europe and the Americas, combined with strong capital ratios, supports the credit quality of this Tier 2 instrument.

Risk Considerations

Subordinated debt ranks below senior unsecured in the capital structure. USD-denominated, introducing FX risk for CHF and EUR investors. Banking sector exposure to credit cycle deterioration. Geopolitical tensions in key Asian markets could impact HSBC's operations.

Deutsche Bank 10.0% AT1 Perpetual
ISIN: DE000A30VT97. Additional Tier 1. EUR. Frankfurt / Luxembourg listed.
10.00%
Current Coupon
5.62%
Yield to Call
368.4 bps
Z-Spread
Dec 2027
Next Call Date
AT1 / Opportunistic
Maturity
Perpetual
Coupon Type
Variable / Reset
Payment
Annual (30 Apr)
Min. Denomination
EUR 200,000
Issue Size
EUR 1,250M
Call Price
100
Reset Index
5Y Swap + 435.8bp
Loss Absorption
Write-down / Conversion
Z-Spread
368.4
YTC
5.62%
Next Call
Dec '27
Reset Spread
+694bp

Upcoming Coupons (Annual)

30 Apr 2027
€20,000
Call: Dec 2027
Par + Coupon
If Extended
Reset Rate

Investment Rationale

The highest-yielding opportunity in our current fixed income selection. The 10% coupon was set during the 2022 rate peak and offers exceptional current income. Deutsche Bank has significantly strengthened its capital position since 2019, and the market expects the December 2027 call to be exercised. If called, investors capture a yield-to-call of 5.62% with relatively short effective duration.

Risk Considerations

AT1 bonds carry material structural risk: coupons can be cancelled at the issuer's discretion, and the bond can be written down or converted to equity if capital ratios breach regulatory triggers. Perpetual nature means no guaranteed maturity. If not called, the coupon resets to a floating rate which may be lower. EUR-denominated, introducing FX risk. Suitable for qualified investors with understanding of contingent capital instruments.

Managed Funds

Institutional-grade fund strategies.

Distinct risk profiles designed for European investors. Each fund is actively managed from Geneva with full transparency and quarterly reporting. Past performance does not guarantee future results.

2C Alpine Conservative Fund
CHF 42M AUM. Since 2020. Conservative risk profile. Minimum CHF 100,000.
+6.2%
CAGR
-4.8%
Max Drawdown
2.84
Sharpe Ratio
76%
Win Rate

Annual Performance

2022
+1.2%
DD: -4.8%
2023
+8.4%
DD: -3.2%
2024
+9.6%
DD: -4.1%
2025
+7.8%
DD: -3.6%
2026 YTD
+2.8%
DD: -1.8%
Total Positions
482
Winning Positions
366 (76%)
Avg Hold Time
28.4 days
Growth of CHF 100K
CHF 128,700

Strategy

Capital preservation with moderate income generation. Primarily Swiss and European investment-grade fixed income with selective equity exposure capped at 25%. Systematic rebalancing with strict drawdown limits. Designed for investors who prioritise stability of returns over maximum growth.

2C Summit Balanced Fund
CHF 89M AUM. Since 2021. Balanced risk profile. Minimum CHF 100,000.
+11.4%
CAGR
-9.2%
Max Drawdown
2.18
Sharpe Ratio
72%
Win Rate

Annual Performance

2022
-3.8%
DD: -9.2%
2023
+16.2%
DD: -6.8%
2024
+18.4%
DD: -8.1%
2025
+14.6%
DD: -7.2%
2026 YTD
+5.2%
DD: -3.8%
Growth of CHF 100K
CHF 154,600
Equity Allocation
40-60%
Fixed Income
30-45%
Alternatives
5-15%

Strategy

Growth with downside awareness. Dynamic allocation between European equities, investment-grade credit, and selective alternatives. Active sector rotation based on macro regime signals. Targets upper-quartile risk-adjusted returns across full market cycles with systematic hedging during drawdown periods.

2C Matterhorn Growth Fund
CHF 67M AUM. Since 2022. High risk profile. Minimum CHF 100,000.
+18.6%
CAGR
-16.4%
Max Drawdown
1.72
Sharpe Ratio
68%
Win Rate

Annual Performance

2022
-12.4%
DD: -16.4%
2023
+28.6%
DD: -11.2%
2024
+32.4%
DD: -14.8%
2025
+24.2%
DD: -12.6%
2026 YTD
+8.4%
DD: -6.2%
Total Positions
1,842
Winning Positions
1,253 (68%)
Avg Hold Time
8.4 days
Growth of CHF 100K
CHF 200,900
Global Equities
40%
Tech and Innovation
25%
Emerging Markets
15%
Crypto, PE and Cash
20%

Strategy

High-conviction growth with concentrated positions in global equities, technology leaders, and emerging market opportunities. Allocates to crypto and private equity for asymmetric upside. Actively traded with short average hold times and systematic position sizing. The AI/semiconductor cycle, India and Vietnam exposure, and selective crypto positions are current thematic drivers. Designed for investors with high risk tolerance seeking maximum capital appreciation over medium-term horizons.

Past performance is not indicative of future results. All fund data shown is hypothetical and for illustrative purposes only. Actual returns may vary. Investments involve risk, including potential loss of capital. Funds are available to qualified investors only, subject to suitability assessment. 2C Advisors SARL is licensed under Art. 17 FinIA, supervised by SO-FIT.

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