We provide holistic Wealth Management services for individuals, families, businesses and sovereign wealth funds. As a boutique firm, we have an advantage when it comes to serving our clients global business as well as personal needs and interests. We make use of the latest technologies available today when we manage liquid portfolios as well as on our proprietary, multi custodian Digital Wealth Platform.
When it comes to Asset Management of liquid assets, we have our own dynamic and systematic Portfolio strategies with a focus on risk management pursued via large asset allocation shifts based on systematic risk management techniques. An integrated part of the portfolio management is the use of algorithms to collect and analyse global macro and market data and that way support the allocation process.
Our clients have very specific and individual needs, which cater to in our wide array of Advisory Services. Our extensive network gives us access to professional partners in most of the world with a focus in Europe, Central Eastern Europe, Middle East and Southeast Asia. Whether our clients would like to: diversify their liquid portfolios into Real Estate in a specific region; have distressed assets they would like to liquidate in a Private Equity deal; search for a specific item which completes a Collection that is valuable to them - we are a strong and trustworthy partner that delivers fast results.
Helvetican provides advice and services for wealthy families under a comprehensive wealth management plan which is far beyond the capacity of any one professional advisor. It requires a deep understanding, well coordinated, collaborative effort by a team of professionals from the investment, legal, insurance, business and tax industry to provide the scale of planning, advice and resources needed.
Based on our extended network of dedicated professionals in a large range of industrial areas we support you and your family with the following services:
Means supporting people in need, without expecting anything in return.
We help you to evaluate the right approach.
We support you in buying & selling of Real Estate Opportunities.
Our multi-custodial Swiss Digital Wealth Management Platform