The basis of the discretionary mandate is a comprehensive analysis of client needs such as target returns, investment horizon and risk analysis.
The basis of the discretionary mandate is the comprehensive analysis of customer needs such as target return, investment horizon and risk analysis (risk tolerance and appetite). We follow a holistic approach based on the three cornerstones of income, liquidity and assets. We then formulate an investment strategy together with the client based on this analysis. Our experts then use this as a reference for all
investment decisions, which are always based on the client’s specifications and agreed risk bandwidth.
Mixed mandates with an investment advisory mandate are also an option.
The advisory and management fee is the same for both types of mandate.
Our clients always know which asset classes, sectors and stocks they are involved in and how their portfolio is performing. Helvetic Trust provides transparent and extensive information about all
activities and the results achieved at the agreed intervals. The structures of portfolios are of course continuously reviewed and adjusted in line with market conditions at a tactical level.
|Wealth and income
|Wealth breakdown, consolidated overview of assets and review of previous investment strategy.
|Consideration of investment horizon, liquidity requirements, return expectations, risk capacity and risk appetite.
|Definition of asset classes to invest in.
|Determination of asset allocation, contractually fixed.
|Regular strategy discussions and ongoing provision of information with portfolio extracts.
|Exclusively tailored to your personal needs.
|Free choice of solutions
|Independence through broad access to the capital market.
No exclusive ties with financial providers.
|Individual cost models, attractive banking conditions, framework agreements with leading banks in Switzerland, Germany and Austria.