Discretionary mandate

The basis of the discretionary management mandate is a comprehensive analysis of the client’s needs, such as target return, investment horizon, and risk profile. Our focus is on implementing the optimal investment strategy and actively managing portfolio risks.

Our wealth management strengths

Strategic	The strategic allocation is the foundation of investment performance and reflects our return expectations. Focus on a long-term market perspective.
Investment approach	A quantitatively and qualitatively sound manager selection process, supported by leading global data providers and our in-house database. Active managers are selected when diversification or outperformance potential is identified; otherwise, we prefer cost-efficient ETFs or index trackers.
Investment universe	Unrestricted – guided by the strategy and influenced by portfolio size. Access to exclusive institutional investment solutions.
Characteristic	Focused portfolio with approximately 20–30 positions. High diversification across different asset classes, sectors, and markets. Our strategies are clearly structured yet individually tailored to each client’s situation. Depending on the personal circumstances and investment objectives, defensive components such as low-beta investments, quality stocks, or tax-optimized distribution strategies can be integrated. Our strategy portfolios are available in CHF and EUR.
Risk Management	Our mandates are monitored daily. The asset allocation is analyzed monthly by the Helvetic Trust Investment Committee and adjusted if necessary. Manager selection is reviewed and critically assessed on a regular basis. Concentration, market, and liquidity risks within the selected investments are continuously monitored.

Strategic asset allocation

Fixed Income

Active management of sectors, duration, credit quality and FX risks
Addition of inflation-indexed and convertible bonds

Swiss and international companies

Large Caps: Passively managed investments, close to benchmark
Small & Mid Caps: Actively managed investments, Outperformance compared to benchmark

Thematic Investing

Regional and sector-specific markets
Markets specific to the focus area: longevity, infrastructure, energy transition, security, mobility, water

Alternative investments

Real estate investments, raw materials, precious metals, hedge funds, private equityl, derivatives, structured products and digital assets
Access to exclusive markets

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