Helvetia Asset Management (Helvetia) is at the forefront of discretionary investment management, providing a high quality service delivering transparent information and access to immediate management reporting packages and the provision of services for clients with £25,000 or more.
We offer support of the highest quality for financial intermediaries, trust companies, their clients and sophisticated investors. By utilising the next generation of interactive portfolio management systems, Helvetia Asset Management clients have access to:
- A complete range of discretionary asset management services
- 24 hours a day, 7 days a week real-time access to their portfolios
- Instant valuations, performance and benchmarking analysis
- Full transparency of investment rationale and reasons given for every trade
- Customised consolidated statements over any period
- Management by an experienced team of investment professionals
Helvetia Asset Management leaves you time to concentrate on growing your business by taking care of all your portfolio management needs.
We offer a range of services tailor-made for each of our client's requirements. Whether you are a sophisticated investor requiring discretionary asset management, a financial intermediary or introducer looking to offer a higher level of service to your clients Helvetia can provide a solution. For Trustees we can help ensure your statutory duty of care when dealing with investment decisions is of the highest level.