-
Home
-
About Helvetic Trust
-
Wealth Management
-
Asset Management
-
Family Office Services
-
Private Equity
-
Helvetic Ventures
-
Blockchain
-
Real Estate
-
Precious Metals
-
Legal Information
-
Publications
-
Career
-
Contact


Global Asset Allocation
The daily challenge of asset management is to make the right investment decision at the right time. We have developed an in-house model based on fundamental data from the economy and companies.
In addition, technical market data as well as financial and geopolitical risks have been also assessed in the model.
Our «allocation model» in detail:
A. Quantitative Asset Allocation Model- Leading indicators
- Valuation
- Momentum
B. Qualitative market assessment
- Macro data
- Markets data
- Risks
Total signal – aggregation of both models
Our goal is twofold:- to generate an outperformance by choosing the right Asset Allocation Mix,
- to free ourselves and our clients from the effect of market psychology with an approach based purely on facts.
Contact
For a personal meeting, please get in touch with a contact person of your choice in our offices in Zurich,
Bern, Lausanne
or London.