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DirectoryFinance & InsuranceExternal Asset ManagementGenevaHelvetic Investor Group SA
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Helvetic Investor Group SA

Summary

About the company

The core activity of Helvetic Investor Group is independent wealth management and consulting for private individuals and families. They offer tailored solutions for wealth management, including discretionary and advisory services, as well as solutions for pension and retirement planning. Additionally, they provide family office services, financing, wealth planning, portfolio reviews, and pension solutions.

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Discretionary asset management
Discretionary management mandates for individuals, legal entities or Luxembourg life insurance contracts, with strategies tailored to sustainability, Islamic finance or governance.
Investment advisory
Investment advisory mandates with support on the asset classes chosen by the client and monitoring of the allocation according to their interests.
Family Office
Family Office services tailored to clients' wealth needs and requirements.
Wealth planning
Retirement planning, pension and protection solutions, Luxembourg life insurance, holdings and trusts, with tax optimisation and estate structuring.
Portfolio audits
Audit and consolidation of portfolios for private or professional clients, in particular within the context of delegations of key tasks such as trustees.
Pension and protection solutions
Implementation and management of pension and protection solutions for Swiss companies, in collaboration with Elite Asset Management.
Financing
Advice on mortgage financing, Lombard loans and leasing.
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Location

Place des Philosophes 18
1205 Geneva

At a glance

Legal form
Corporation
UID
CHE-105.069.703
Founded
1999 · 27 years
Last commercial register change
November 20, 2024
Employees
11 to 20

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