Helvetica Advisors has many years of success records in the institutional sector.
Institutional clients will find in Helvetica Advisors a recognized and competent partner, capable of responding to their investment needs. In addition to technical competence, even individual counselling plays a primary role.
Customers benefit from tailor-made solutions we develop with a process of synergistic collaboration, and can count on the expertise across the board of our international network of specialists.
If necessary, the group internal skills are integrated with the targeted involvement of external specialists.
Of course the different investment components that Helvetica Advisors offers to institutional clients can be combined individually to fit the continuous investment specialists need for the best products regardless of the supplier.
Helvetica Advisors also offers optimized solutions from a tax perspective and with focus to the specific needs of institutional clients.
The range of services includes, in addition to asset management mandates of the customer, access to a wide range of institutional investment funds.
The basic package also comes with included periodic reports, in line with individual needs to find new opportunities by the rebalancement of the portfolio
Helvetica Advisors have been working for many years with repeated success in the investment fund industry.
Helvetica Advisors has always been cutting edge in the management of solid and innovative investment funds with a range including a selection of more than 100 funds, from traditional equity and fixed income products to cutting thematic funds.
The funds are sold in more than 30 countries through our distribution partners including banks, insurance companies and independent financial advisers.
Helvetica Advisors finds itself well positioned among the most important providers of funds in Switzerland and Europe, offering its investors a wide range of range of differentiated products.
EQUITY AND ALTERNATIVE INVESTMENTS
Funds focused on specific regions (eg Europe, Asia)
Listed equity funds (ETFs) to active management
Funds specializing in emerging countries to take advantage of investment opportunities in fast growing regions
Innovative thematic funds (eg energy, luxury goods, commodities, health materials, precious metals)
BONDS
With global and regional diversification by rating class and duration
Absolute return funds with long track records
Emerging market bonds, high yield bonds and inflation protection
MONEY MARKET FUNDS
In all the main currencies ( EUR, USD, CHF, GBP, RMB )
Focus on money market securities and liquid securities with very short maturities
MIXED INVESTMENT
Mixed funds invest globally and combine various asset classes, with funds for investors with different risk tolerance.