Investment Process
Helvetica takes wealth management to a new level through its unrivalled combination of in-house asset allocation expertise, proprietary fund manager selection techniques, and outsourcing to best-of-breed service providers.
A proper investment process begins with a thorough assessment of a client's needs; an understanding of long-term return expectations, risk tolerance, transparency requirements as well as regulatory and legal restrictions.
We specialise in managing risk; our investment process is reinforced by a risk control environment that has been embedded in the process since inception. Each client portfolio is specifically tailored to maximise the return in line with the level of risk agreed with the client. Our proprietary risk management system and use of cutting edge technologies allow us to constantly assess and monitor risk-weighted returns; qualitative assessment and quantitative rigour underpin our core investment principles. We continue to build on our network of best-of- breed service providers.