Asset Management
Helvetia Wealth is at the forefront of discretionary investment management, providing a high quality service that delivers transparent information and access to immediate management reporting packages and services for clients.
We offer the highest quality support and have strong relationships with corporates, institutions, financial intermediaries, trust companies and their clients and sophisticated investors of all sizes and types. By utilising the next generation of interactive portfolio management systems our clients have access to a complete range of Discretionary Asset Management Services, 24 hours a day, 7 days a week, with real-time access to their portfolios.
Clients benefit from instant valuations, performance and benchmarking analysis, full transparency of investment rationale “The reasons why”, customised consolidated statements over any period and management by an experienced team of investment professionals. Culturally and geographically, we are ideally placed to service European and international clients. Our expertise will meet your requirements whether your investment strategy is traditional or alternative. This includes, amongst others, the most regulated of fund structures UCITS III.
Through our strategic industry relationships we're able to effectively deliver on the highest level of service commitments. Helvetia Wealth works with a wide variety of financial product, research, and technology providers.
Portfolio Management
At Helvetia Wealth we believe in tailoring our investment instruments to the individual needs of our clients. Thus you can be assured that the investment strategy we design for you will match your unique financial goals, and help you to manage and grow your wealth in a way that reaps valuable rewards. Using the finest investment instruments in the world today, we’ll provide investment advice that not only protects your existing capital, but helps it to flourish in a global market.
By choosing to invest your assets with Helvetia Wealth you are gaining access to all the world’s exchanges and to all the investment funds within these exchanges. Furthermore, you’re benefiting from the expertise of top asset managers – individuals who have an intricate understanding of world markets and investment opportunities. Your personal private banker will consult closely with you to obtain a thorough understanding of your circumstances, in order to develop the best investment banking strategy to protect and grow your assets.
Sustainable Investments
Our sustainable & responsible investments (SRI) take into account social and environmental criteria as well as traditional financial factors when selecting securities.
“Forestry Investment is a historically stable, asset backed investment. Private and Institutional commercial forestry investment, apart from providing a sustainable, socially responsible, eco-environmental, balanced investment portfolio also offers a consistent return on investment. In the current global economic market this consistent return will now prove invaluable for institutional investors and for those who need an alternative pension vehicle.”
Trevor McHugh, Director of the Helvetia Wealth International Forestry Fund.
Structured Products
We continually review investment strategies from around the world. We choose the best of these strategies based on the risk/reward trade-off and our research on the future expectations of the underlying asset. Structured products are then specifically tailored to best serve the needs of our clients and take advantage of certain market conditions. Through our structured products, our investors can gain access to these markets and still have the comfort of knowing that their initial capital is protected when the investment is held to maturity.Structured products bridge the gap between a deposit and a direct investment in securities. They are not meant to be the only investment in a portfolio, but to provide access to alternative investment strategies that deliver both diversification in terms of asset allocation and risk/reward payoff and downside protection through the inbuilt capital protection. Helvetia Asset Management leaves you time to concentrate on growing your business by taking care of all your portfolio management needs.
Asset Management Services
Helvetia Wealth is at the forefront of discretionary investment management, providing a high quality service that delivers transparent information and access to immediate management reporting packages and services for clients.
We offer the highest quality support and have strong relationships with corporates, institutions, financial intermediaries, trust companies and their clients and sophisticated investors of all sizes and types. By utilising the next generation of interactive portfolio management systems our clients have access to a complete range of Discretionary Asset Management Services, 24 hours a day, 7 days a week, with real-time access to their portfolios.
Clients benefit from instant valuations, performance and benchmarking analysis, full transparency of investment rationale “The reasons why”, customised consolidated statements over any period and management by an experienced team of investment professionals. Culturally and geographically, we are ideally placed to service European and international clients. Our expertise will meet your requirements whether your investment strategy is traditional or alternative. This includes, amongst others, the most regulated of fund structures UCITS III.
Through our strategic industry relationships we're able to effectively deliver on the highest level of service commitments. Helvetia Wealth works with a wide variety of financial product, research, and technology providers.
Portfolio Management
At Helvetia Wealth we believe in tailoring our investment instruments to the individual needs of our clients. Thus you can be assured that the investment strategy we design for you will match your unique financial goals, and help you to manage and grow your wealth in a way that reaps valuable rewards. Using the finest investment instruments in the world today, we’ll provide investment advice that not only protects your existing capital, but helps it to flourish in a global market.
By choosing to invest your assets with Helvetia Wealth you are gaining access to all the world’s exchanges and to all the investment funds within these exchanges. Furthermore, you’re benefiting from the expertise of top asset managers – individuals who have an intricate understanding of world markets and investment opportunities. Your personal private banker will consult closely with you to obtain a thorough understanding of your circumstances, in order to develop the best investment banking strategy to protect and grow your assets.
Sustainable Investments
Our sustainable & responsible investments (SRI) take into account social and environmental criteria as well as traditional financial factors when selecting securities.
“Forestry Investment is a historically stable, asset backed investment. Private and Institutional commercial forestry investment, apart from providing a sustainable, socially responsible, eco-environmental, balanced investment portfolio also offers a consistent return on investment. In the current global economic market this consistent return will now prove invaluable for institutional investors and for those who need an alternative pension vehicle.”
Trevor McHugh, Director of the Helvetia Wealth International Forestry Fund.
Structured Products
We continually review investment strategies from around the world. We choose the best of these strategies based on the risk/reward trade-off and our research on the future expectations of the underlying asset. Structured products are then specifically tailored to best serve the needs of our clients and take advantage of certain market conditions. Through our structured products, our investors can gain access to these markets and still have the comfort of knowing that their initial capital is protected when the investment is held to maturity.Structured products bridge the gap between a deposit and a direct investment in securities. They are not meant to be the only investment in a portfolio, but to provide access to alternative investment strategies that deliver both diversification in terms of asset allocation and risk/reward payoff and downside protection through the inbuilt capital protection. Helvetia Asset Management leaves you time to concentrate on growing your business by taking care of all your portfolio management needs.
Asset Management Services
- Portfolio Management
- Investment Funds
- Financial Products
- Issuance UCITS III Funds
- Structured Products
- Sustainable Investments
- Institutional Network
If you are interested in our Asset Management Services, or want to find out more, please contact us.