info@helvetia-ia.com
+41 91 910 05 80
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A sartorial wealth management

                 with an International touch

A sartorial wealth management with an International touch

Asset management

We offer both discretionary and advisory mandates. We combine human experience with our investment process. It goes without saying that we adhere to the investment declaration the group designed for HIA, taking into consideration the regulatory environment we are part of. Our aim is to provide consistent compounded returns over time while respecting strict risk parameters included in the investment declaration, which dictate the paradigm of our products and investment solutions selection. Our management style is particularly appropriate for core portfolios with long-term objectives. This services is delivered in two different modes:

▪ Advisory

▪ Discretionary

The investment strategy is decided together with the client in order to better comply with her/his risk appetite. We are based in Switzerland, a safe financial and political environment with a long tradition in private banking and wealth management. Finally, we also offer access to an exclusive business network that empowers our clients to penetrate new markets. This includes tax compliance and rebalancing the portfolio according to the new US standards.

The HIA experience

Financial reporting

We customize our services to meet the needs of individual and institutional clients and, through our global and integrated approach, we offer other related services such as:

▪ Tax reporting**

▪ Portfolio analysis and consolidation**

▪ Relocation – European citizens to USA *

▪ US citizens to Europe/Switzerland*

▪ Succession planning*

▪ Performance analysis

▪ Income & capital gain/loss report

**in compliance with ADV
*in cooperation within our strategic partner Dudifid

Life insurance policy for US persons

Service customized for US persons structured to comply with US legislative requirements. Assets are held in a separate account and managed in accordance with one or more investment programs.

Environmental, Social and Governance (ESG)

This is basically an integration of environmental, social and governance (ESG) factors investing in processes in a wide spectrum of issues. Usually not part of financial environments, it might include corporations involved in climate change, water management, health and safety policies to protect against accidents or how they manage their supply chains. These factors also relate to treatment of employees, corporate culture and innovation.

Focus on your individual needs.

Our services

We offer both discretionary and advisory mandates. We combine human experience with our investment process. It goes without saying that we adhere to the investment declaration the group designed for HIA, taking into consideration the regulatory environment we are part of. Our aim is to provide consistent compounded returns over time while respecting strict risk parameters included in the investment declaration, which dictate the paradigm of our products and investment solutions selection. Our management style is particularly appropriate for core portfolios with long-term objectives. This services is delivered in two different modes:

▪ Advisory

▪ Discretionary

The investment strategy is decided together with the client in order to better comply with her/his risk appetite. We are based in Switzerland, a safe financial and political environment with a long tradition in private banking and wealth management. Finally, we also offer access to an exclusive business network that empowers our clients to penetrate new markets. This includes tax compliance and rebalancing the portfolio according to the new US standards.

We customize our services to meet the needs of individual and institutional clients and, through our global and integrated approach, we offer other related services such as:  

▪Tax reporting**

▪Portfolio analysis and consolidation**

▪Relocation – European citizens to USA *

▪US citizens to Europe/Switzerland*

▪Succession planning*

▪Performance analysis

▪Income & capital gain/loss report

**in compliance with ADV *in cooperation within our strategic partner Dudifid

Service customized for US persons structured to comply with US legislative requirements. Assets are held in a separate account and managed in accordance with one or more investment programs.

This is basically an integration of environmental, social and governance (ESG) factors investing in processes in a wide spectrum of issues. Usually not part of financial environments, it might include corporations involved in climate change, water management, health and safety policies to protect against accidents or how they manage their supply chains. These factors also relate to treatment of employees, corporate culture and innovation.

FAMILY OFFICE SOLUTIONS

We provide our clients with an exceptional set of services to encompass all aspects of their wealth and family needs for the present and future generations, by giving them access to an exclusive list of banks, investment funds, private equity funds, brokers, traders, trustees, lawyers and taxation specialists. We are interested in assisting Next Gen clients and supporting affluent families with intergenerational wealth matters.

We offer an authentic multi-family office service that can effectively support our clients and their families in managing all their assets. We support families and institutions in managing complex financial dynamics with a wide range of services (asset supervision, performance and fees audit, risk audit, tax and consolidated reports, art consulting, real estate consulting, family governance solutions, wealth planning solutions, M&A projects).

Financial reporting & consolidation

At HIA we can offer you and your family reporting & consolidation services to facilitate decision-making at all levels, ensuring that portfolios meet the family’s goals and objectives. As your assets grow and as cross-generational family needs become more complex, consolidation services become all the more important.

Tax & Estate planning
When making investments, at HIA we consider your situation as a whole, covering areas such as the structure of your investments, your retirement plans and whether your lifestyle and the needs of your family should be protected by insurance. Our focus is on growing your wealth and preserving it for future generations.
Next Gen
Family governance and succession are key to everything we do at HIA. Family governance and succession goes beyond traditional estate and tax planning. It is a process in which families articulate their purpose, their vision and their values. It involves creating a framework, with communication at its core, which enables consistent, good decision-making on issues from family business to succession planning.
Trust management
HIA can provide guidance and support with setting up a trust, looking for the best jurisdiction for a family, and seeking tax and inheritance optimization strategies.
Philanthropy
HIA provides a more holistic and open-minded perspective on the potential benefits of philanthropy, not only as an investment in society, but as a long-term investment in a healthy, sustainable business with which both family and employees feel a meaningful connection.

FAMILY OFFICE SOLUTIONS

We provide our clients with an exceptional set of services to encompass all aspects of their wealth and family needs for the present and future generations, by giving them access to an exclusive list of banks, investment funds, private equity funds, brokers, traders, trustees, lawyers and taxation specialists. We are interested in assisting Next Gen clients and supporting affluent families with intergenerational wealth matters.

We offer an authentic multi-family office service that can effectively support our clients and their families in managing all their assets. We support families and institutions in managing complex financial dynamics with a wide range of services (asset supervision, performance and fees audit, risk audit, tax and consolidated reports, art consulting, real estate consulting, family governance solutions, wealth planning solutions, M&A projects).

Financial reporting & consolidation

At HIA we can offer you and your family reporting & consolidation services to facilitate decision-making at all levels, ensuring that portfolios meet the family’s goals and objectives. As your assets grow and as cross-generational family needs become more complex, consolidation services become all the more important.

Tax & Estate planning
When making investments, at HIA we consider your situation as a whole, covering areas such as the structure of your investments, your retirement plans and whether your lifestyle and the needs of your family should be protected by insurance. Our focus is on growing your wealth and preserving it for future generations.
Next Gen
Family governance and succession are key to everything we do at HIA. Family governance and succession goes beyond traditional estate and tax planning. It is a process in which families articulate their purpose, their vision and their values. It involves creating a framework, with communication at its core, which enables consistent, good decision-making on issues from family business to succession planning.
Trust management
HIA can provide guidance and support with setting up a trust, looking for the best jurisdiction for a family, and seeking tax and inheritance optimization strategies.
Philanthropy
HIA provides a more holistic and open-minded perspective on the potential benefits of philanthropy, not only as an investment in society, but as a long-term investment in a healthy, sustainable business with which both family and employees feel a meaningful connection.

integrity. stability. passion.