Need: To reduce the risk of their liquid portfolio
Solution: Diversified Portfolio
Description:
The advisor broke down the structure of the clients existing portfolio and assessed its performance.
The advisor determined the risk profile of the client and proposed a new structure to reduce his risk and meet his performance objectives.
Poor performing positions of the existing portfolio were liquidated.
The advisor introduced client to Swiss bank and appointed Helvetia Wealth as his external asset manager
The client transferred his remaining securities and liquid cash to his new account.
Total Assets: CHF 150,000
Risk profile: Medium
Expected Performance: 15%
Investment Preference: 50% Capital Protected 15% Equities 35% Alternative Investments
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CLIENT: A HIGH NET WORTH
Need: Investing liquid assets into a growth strategy
Solution: Diversified Portfolio
Description:
A client (European tax payer) sells majority stake in his company for CHF 16mio cash. A controlled growth of the total wealth by investing in financial markets is the main investment objective.
The client has a specific risk/return expectation with a target return of 13% pa. First analysis of clients? request determined difficulty in reaching targets.
After an indepth Q&A session and various portfolio proposals the client accepts the best possible return given his risk profile and investment preference is 10.6%.
Total Assets: CHF16mio
Risk profile: Medium / Low
Expected Performance: 10.6%
Investment Preference: 60% Capital Protected, 10% Equities, 30% Alternative Investments
CLIENT: A HIGH NET WORTH
Need: Establishment of a Swiss Company and bank account
Solution: Set up corporate entity within Swiss jurisdiction and personal bank account for investments
Description:
A client (Australian tax payer) wanted to expand his company and make provision for a tax efficient structure.
Due diligence was completed on the existing Australian company structure and its operations.
The client traveled to Zurich for an in depth Q&A regarding newco activities.
New company was incorporated in Switzerland.
A company account was opened and personal account was opened with different Swiss Bank.
The client paid a retainer to his advisor to assist him setting up his office in Zurich.
Total Assets: N/A
Risk profile: N/A
Expected Performance: N/A
Investment Preference: N/A
CLIENT: AN ULTRA HIGH NET WORTH
Need: To consolidate his assets held at different banks in a cost and tax efficient strucutre
Solution: Private label Fund
Description:
The advisor assisted the client to choose the best fund jurisdiction and fund structure and efficiently implemented the structure
The client benefited from privacy protection, and tax savings within the fund
The fund supports the clients investments in real estate, unlisted equity, art and precious metals
