Helvetican

Offering

Helvetican solutions are tailored for our clients' unique needs.

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.

Family Office Services

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:

Wealth & Asset Management

Philanthrophy

 

Means supporting people in need, without expecting anything in return.
We help you to evaluate the right approach.

Succession Planning

Real Estate

 

We support you in buying & selling of Real Estate Opportunities.

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Family Governance

 

We support our clients in family governance. Please contact us to learn more.

Convey of
Administrative & Concierge Services

 
  • Access to premium medical care
  • Relocations
  • Educational
  • Network of training institutions
  • Corporate services
  • Tax and Inheritance Planning
  • Life Insurance Solutions
  • Legal Advice
  • Accounting

Helvetican Digital Platform

Our multi-custodial Swiss Digital Wealth Management Platform

  • Exclusive for Helvetican Clients, built and hosted in Switzerland
  • Tailored investment portfolios (USD/CHF/EUR) based on indicators and algorithms
  • API connection to leading custodians
  • Digital Onboarding
  • Exclusive Opportunities Marketplace for non-banking products such as real estate and collectibles