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Heravest SA

Summary

About the company

Heravest SA is an independent boutique for financial consulting, offering institutional clients pragmatic and convincing investment advisory services.

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Offering

Products & services

Industry:Financial Services

✓ Offered5

Investment advisory

Investment advisory from strategy to tactics, bottom-up investment ideas, participation in investment committees, written materials and white labeling.

Tailor-made investment solutions

Tailor-made investment solutions for independent wealth managers, family offices and small banks, with a multi-factor approach and risk management.

Design of investment structures

Design of tailor-made solutions under different structures: funds, certificates, ETPs, with descriptive documents and monthly reports.

Investment funds

Investment funds offered via equity and bond strategies, with descriptive documents, monthly reports and regulatory information.

Actively Managed Certificates (AMC)

Actively Managed Certificates invested in Swiss equities, international equities linked to the energy transition, and reindustrialisation themes.

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Heravest SA

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Heravest SA

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