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Wealth Management
The foundation of our discretionary portfolio management mandates is a comprehensive analysis of your individual needs, such as return requirements, investment horizon, and risk profile. Our focus is on implementing the optimal investment strategy and actively managing portfolio risks.
Our Investment Solutions
| Strategic | 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 | An independent, quantitatively and qualitatively driven selection process based on leading global data sources and proprietary analysis. Where active management offers compelling diversification or outperformance potential, we selectively appoint active managers. Otherwise, we favour cost-efficient ETFs and index solutions. |
| Investment Universe | Broad and flexible – tailored to the strategy, risk profile, and portfolio size. Our clients benefit from access to exclusive institutional and cost-efficient investment solutions. |
| Characteristics | Focused yet broadly diversified portfolios across multiple asset classes, sectors, and markets. Mandates are clearly structured while remaining individually tailored to personal circumstances, investment objectives, and liquidity needs. Our mandates are available in CHF, EUR, and USD. |
| Risk Management | All mandates are monitored daily. Asset allocation is reviewed by the Investment Committee at its monthly meetings and adjusted selectively when required. Managers, investments, as well as concentration, market, liquidity, and currency risks are continuously assessed and critically evaluated using 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 optimisation of interest rate and currency positions.
Treasury: Financing of living expenses, management of credit lines, and control of interest rate and currency risks.
Unrestricted assets
Strategic investment portfolio
Objectives: Long-term growth and preservation of wealth after costs, taxes, and inflation,
Wealth Management: Implementation based on individual strategies such as capital growth, quality, value, and tax-efficient income solutions.
Strategic Asset Allocation: Diversified across various asset classes including equities, bonds, precious metals, alternatives, and more.
Restricted assets
Real estate
Objectives: To ensure quality of life and generate stable returns, while securing competitive financing.
Direct Real Estate Holdings: Primary residence, holiday home, and multi-family properties.
Restricted assets
Private investments
Objectives: Purchase or sale of private investments.
Direct Investments: Private equity, private loans, venture and start-up capital.
Restricted assets
Retirement provision
Objectives: Identification of risks related to retirement, disability, and death. Management of pension assets as well as planning for inheritance and contingency situations.
Three Pillars: Social security, occupational pension (BVG/Pension Fund), vested benefits, 1e plans, and pillar 3a.
Documents: Advance care directive, patient decree, and last will and testament.
Own ideas
Objectives: Hobbies & Interests
Freedom Account: Vehicles, boats, art, travel, and collections.
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?
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