ABOUT US

PHILOSOPHY AND VALUES

As a prevailing rule we align our activity with the interests of Clients meeting specific requirements of each individual client.

Our business model eliminates conflicts of interest and supports high level of transparency for the interests of our Clients.

We focus on absolute return objective, not following any asset class benchmark indices but targeting the best investment opportunities for our Clients.

WHY TO CHOOSE HELVETICA

We provide our clients top class custodian and intermediation solutions, investment vehicles and the best operating conditions in order to seek satisfaction of Clients´ needs.

Our flexible and independent structure allows us to offer solutions that meet the most demanding requirements.

We have a deep knowledge of the industry, which is the result of a senior team with many years of collective experience in the financial services sector.

We study meticulously the Client's financial situation, its short, medium and long-term goals, as well as the particularities of investor profile.

Once this analysis has been done, we create a solution tailored to Client´s needs. We adapt our management mandates and take care of the construction and restructuring of portfolios.

We care about establishing a trusting and lasting relationship. Our desire is to remain a human concerned group, in order to guarantee an effective decision making in the interest of our clients.

OUR INVESTMENT PHILOSOPHY

IS BASED ON THREE BASIC PRINCIPLES:

  • Absolute return

  • Diversification

  • Proprietary research

MEET

THE TEAM

INVESTMENT IS AN ART,  a complex process that involves many disciplines and faces several challenges in order to achieve the Client´s objectives

HELVETICA MANAGEMENT - Independent Asset Management Company

Boulevard Helvétique, 15 - 1207 Genève / Switzerland

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