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Wealth Management
As an independent asset manager, we identify from the entire market those investment solutions that are optimally aligned with your personal situation and goals. Based on your risk profile and return expectations, we develop a suitable investment strategy and implement it consistently within a structured investment process.
Our Investment Process
| Strategic Allocation | Our Investment Committee, composed of experienced Senior Partners at Helvetic Trust and led by Portfolio Management, consistently aligns asset allocation with long-term market opportunities and sustainable wealth creation. |
| Investment Approach | Best-in-class selection with targeted use of active funds where they provide sustainable outperformance and diversification benefits. Otherwise, we rely on cost-efficient ETFs. The foundation is institutional market data, a proprietary database, and a global network in the field of alternative investments, supplemented by continuous exchange with market participants and international conferences. |
| Investment Universe | A broad, strategically oriented investment universe tailored to risk profile, liquidity, and portfolio size. Access to institutional share classes and specialized solutions across all asset classes: money market, bonds, equities, precious metals, and alternative investments. |
| Portfolio Structure | Diversified, clearly structured portfolios across asset classes, regions, sectors, and currencies. Aligned with defined risk profiles Income, Yield, Balanced, Growth, Dynamic, as well as reference currencies CHF, EUR, USD, and GBP. |
| Risk Management | Daily monitoring of all mandates as well as regular review of asset allocation by the investment committee. Continuous analysis of concentration, market, liquidity, and currency risks based on comprehensive global data. |
Holistic Wealth Planning
Restricted assets
Unrestricted assets
Our discretionary portfolio management mandates go far beyond the mere administration of your securities portfolio. You benefit from comprehensive planning that takes all relevant aspects of your wealth into account.
Unrestricted assets
Liquidity
Objective: Flexibility, security, and improvement of interest rate and foreign exchange positions.
- Financing living expenses
- Managing credit lines
- Managing interest rate and currency risks
Unrestricted assets
Strategic investment portfolio
Objective: Long-term growth and preservation of wealth after costs, taxes, and inflation.
- Capital growth
- Tax-efficient distribution solutions
- Asset allocation: equities, bonds, precious metals, alternative investments
Restricted assets
Real estate
Objective: Quality of life, stable income, and competitive financing.
- Owner-occupied homes and holiday apartments
- Investment property and income-generating properties
- Financing optimization
Restricted assets
Private investments
Objective: Buying or selling private investments with return potential.
- Private equity and venture capital
- Startup capital
- Private loans
Restricted assets
Retirement provision
Objective: Identifying and insuring risks related to old age, disability, and death.
- Occupational pension (BVG), pillar 3a
- Vesting benefits and 1e solutions
- Advance care directive, living will, last will and testament
Own ideas
Objective: Integrating hobbies and personal interests financially.
- Vehicles, boats, travel
- Art and collections
- Personal budget framework without return pressure
Our custodian banks
Aargauische Kantonalbank
Basler Kantonalbank
BNP Paribas
DC Bank
Deutsche Bank
Julius Bär
LGT
Lombard Odier
Luzerner Kantonalbank
Pictet
St.Galler Kantonalbank
Swissquote
UBS
Vontobel
Zürcher Kantonalbank
Zuger Kantonalbank
Decide which type of mandate suits you.
Leave the investment decisions to our experts. They always act based on your individual investment profile and the guidelines we define together.
Take an active role in your investment decisions and draw on the expertise of our specialists. You stay in control while benefiting from strategic and portfolio-related advice.
With the transaction-based advisory mandate, you receive targeted recommendations for each of your individual investment decisions.
Are you interested in our offering or do you have any questions?
Contact us