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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 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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