Helvetia Bank AG.
Bank Toll free Number Call Us at 800 555-955

Welcome!


Receive high-quality professional services, from Helvetia Bank based in Zurich, --. Whether your project is large or small, our team of experts can provide the resources and solutions you need to get the job done right. Our track record for consistency, timely service, and subject matter expertise make insurmountable tasks possible to overcome.

Our multifaceted company is here to assist by providing a wide range of services at affordable prices. To speak with an experienced member of staff, simply contact us in Zurich, -- at your earliest convenience.

Our aim is to combine the respected traditions of Swiss asset management culture with a contemporary, international outlook. We take a pioneering approach to financial services, offering our clients an individual, personal and flexible service. We provide tailored investment solutions that utilise the most progressive investment tools in the world today. Our core services include Asset ManagementFamily Office Services and Financial Planning.

Asset Management Bank
Helvetia Bank AG. is at the forefront of discretionary investment management, providing a high quality service that delivers transparent information and access to immediate management reporting packages and services for clients.

We offer the highest quality support and have strong relationships with corporates, institutions, financial intermediaries, trust companies and their clients and sophisticated investors of all sizes and types. By utilising the next generation of interactive portfolio management systems our clients have access to a complete range of Discretionary Asset Management Services, 24 hours a day, 7 days a week, with real-time access to their portfolios.

Clients benefit from instant valuations, performance and benchmarking analysis, full transparency of investment rationale “The reasons why”, customised consolidated statements over any period and management by an experienced team of investment professionals. Culturally and geographically, we are ideally placed to service European and international clients. Our expertise will meet your requirements whether your investment strategy is traditional or alternative. This includes, amongst others, the most regulated of fund structures UCITS III.

Through our strategic industry relationships we're able to effectively deliver on the highest level of service commitments. Helvetia Wealth works with a wide variety of financial product, research, and technology providers.



Portfolio Management
At Helvetia Bank AG. we believe in tailoring our investment instruments to the individual needs of our clients. Thus you can be assured that the investment strategy we design for you will match your unique financial goals, and help you to manage and grow your wealth in a way that reaps valuable rewards. Using the finest investment instruments in the world today, we’ll provide investment advice that not only protects your existing capital, but helps it to flourish in a global market.
 
By choosing to invest your assets with Helvetia Bank you are gaining access to all the world’s exchanges and to all the investment funds within these exchanges. Furthermore, you’re benefiting from the expertise of top asset managers – individuals who have an intricate understanding of world markets and investment opportunities. Your personal private banker will consult closely with you to obtain a thorough understanding of your circumstances, in order to develop the best investment banking strategy to protect and grow your assets.



Sustainable Investments
Our sustainable & responsible investments (SRI) take into account social and environmental criteria as well as traditional financial factors when selecting securities.

“Forestry Investment is a historically stable, asset backed investment. Private and Institutional commercial forestry investment, apart from providing a sustainable, socially responsible, eco-environmental, balanced investment portfolio also offers a consistent return on investment. In the current global economic market this consistent return will now prove invaluable for institutional investors and for those who need an alternative pension vehicle.”

Dr. Fadi Gazogli, Director of the Helvetia Bank International Fund.



Structured Products
We continually review investment strategies from around the world. We choose the best of these strategies based on the risk/reward trade-off and our research on the future expectations of the underlying asset. Structured products are then specifically tailored to best serve the needs of our clients and take advantage of certain market conditions. Through our structured products, our investors can gain access to these markets and still have the comfort of knowing that their initial capital is protected when the investment is held to maturity.Structured products bridge the gap between a deposit and a direct investment in securities. They are not meant to be the only investment in a portfolio, but to provide access to alternative investment strategies that deliver both diversification in terms of asset allocation and risk/reward payoff and downside protection through the inbuilt capital protection. Helvetia Asset Management leaves you time to concentrate on growing your business by taking care of all your portfolio management needs.


Asset Management Services

  • Portfolio Management
  • Investment Funds
  • Financial Products
  • Issuance UCITS III Funds
  • Structured Products
  • Sustainable Investments
  • Institutional Network

 

If you are interested in our Asset Management Services, or want to find out more, please contact us.

Our financial advisers are trained to advise you on the full range of products offered, covering everything from savings and protecting your family to investing and planning for your retirement. We also have advisers who specialise in Business and Commercial customers, and fee based Independent Financial Advisers who have access to the whole of the market.

All Helvetia Bank advisers have regular training to keep them up-to-date with new financial products and regulations, and have their performance monitored to ensure that the highest standards of customer service are maintained.

They have knowledge of all aspects of personal finance and have access to a wide range of financial products. They will help you understand your current financial situation, where you want to be, and how to get there.

Our advisers will explain the different options for your money in a language that you can understand, tailoring their advice to your knowledge of financial planning and the complexity of your needs.



Services

  • Wealth Creation
  • Tax wrappers
  • Deposit
  • Onshore Life Bonds
  • Offshore Life Bonds
  • Pensions
  • Personal and General Insurance
  • Structured Products
  • UCITS Funds
  • Offshore Protected Cell Companies
  • Notes and Bonds

 

If you are interested in our Financial Planning Services, or want to find out more, please visit our office or contact us to our toll free No. (800) 586 94 55


 


 

 

INVEST IN EQUITIES WITH A DIFFERENT APPROACH

   
- Combination of a value and momentum approach

- Direct investments in single European and US equities

- Stock selection criteria:

  Market capitalisation min. CHF 1bn

- Clear selling discipline

 

 

 

 


INNOVATION: You have access to live portfolio

 

 


METHODOLOGY OF ANALYSIS


We clearly differentiate between the analysis of a company and a stock.

 

 




 

Companies are analysed on a fundamental basis and

stocks are analysed on trends.





EQUITY PORTFOLIO MANAGEMENT
 - A DIFFERENT APPROACH

 

A portfolio invested in direct Equities in Europe and US. The investment team identifies trends through chart analysis of the stock price. Helvetia Wealth has developed an analysis system, where different moving averages are calculated. This tool identifies authentic trends with high performance forecast. Furthermore we have a clear and transparent selling process. For example we sell a position, when in the analysis instrument a stock price loses momentum or the trend is broken.

We seek investments that have the potential to give investors higher returns than the benchmark stock indices.