Multi Assets

Are you in search of a comprehensive asset management solution for the assets of your pension fund, foundation, company or public institution? 
Helvetia offers institutional clients optimised investment strategies encompassing all asset classes that are tailored to suit their needs. We pursue strategies with strategic weights and ranges, as well as risk-based approaches. 
 
Holistic optimisation together with our bank or the partner of your choosing from the strategy phase to tactical positioning, stock selection and implementation lays the foundation for long-term success. 
 
As an active asset manager, we exploit sustainable trends and opportunities on the various financial and capital markets as part of our portfolio management activities. We adopt a prudent, systematic and cost-effective approach so as to meet individual client needs in the best possible way. We invest responsibly and incorporate environmental, social and governance factors into our investment strategy based on your needs. 

If you opt for a mandate solution, you have the option of having your investments assets held in a securities custody account at our bank. We offer you the best of banking and asset management, allowing you to benefit from an attractive offering featuring fully automated processes. 

For pension funds, we also offer our investment expertise via the BVG-Mix collective investment groups of the Baloise Investment Foundation for Pension Funds and the Helvetia Investment Foundation or via affiliations with thesemi-autonomous Perspectiva collective foundation.