Comprehensive...

 

services that go far beyond classical fund management: this is what Helvetic Investments provides to its clients.

 

Our services do not concentrate on assets only, but include various other factors in order to optimize clients’ portfolios, such as:

 

  • analysis of current assets and liabilities
  • risk-return modeling and scenario planning
  • strategic asset allocation
  • investment advice, such as identifying best in class products
  • trade execution with outstanding banks and brokers
  • discretionary portfolio mandates
  • financial planning
  • future provisions
  • family office services (consolidation of assets, 3rd party monitoring, manager selection, custodian selection)
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    Based on your unique profile, we will design a customized strategy which takes your family relations, expectations and

    risk awareness into consideration. This is what we understand when we talk about

     

     …Financial Services