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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 Strategy Mandates
| Strategic | Our investment committee, consisting of experienced senior partners of Helvetic Trust and led by the portfolio management team, focuses on asset allocation from a long-term market perspective. |
| Investment Approach | A quantitatively and qualitatively robust manager selection process, supported by leading global data providers and our proprietary database. Active managers are selected when diversification or outperformance potential is identified; otherwise, preference is given to cost-efficient ETFs or index trackers. |
| Investment Universe | Unrestricted – determined mainly by the chosen strategy and portfolio size, with access to exclusive and cost-effective institutional investment solutions. |
| Characteristics | Focused portfolios with broad diversification across asset classes, sectors, and markets. Our strategy mandates are clearly structured yet individually tailored to each client’s situation. Depending on the client’s personal circumstances and investment objectives, defensive modules such as Quality, Value, and tax-optimised income solutions can be integrated. Our strategy mandates are available in CHF, EUR, and USD. |
| Risk Management | Our mandates are monitored on a daily basis. The asset allocation is reviewed monthly by the Helvetic Trust investment committee and adjusted when necessary. Manager and investment selection are regularly assessed and critically evaluated. Concentration, market, and liquidity risks within the selected investments are continuously monitored using data from leading global providers. |
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, holistic 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
Objective: Long-term growth and preservation of wealth after costs, taxes, and inflation, while financing living expenses.
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
Objective: 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
Objective: Purchase or sale of private investments.
Direct Investments: Private equity, private loans, venture and start-up capital.
Restricted assets
Retirement provision
Objective: 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
Objective: Hobbies & Interests
Freedom Account: Vehicles, boats, art, travel, and collections.
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.
With the transaction-based advisory mandate, you receive targeted recommendations for each of your individual investment decisions.
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.
Are you interested in our offering or do you have any questions?
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