At HELMS Family Office and HELMS Asset Management, we truly believe in being partners with our clients. We consider your business as our business, your growth as our growth, and your success as our success, so we make it personal.
With the intention of building long-standing relationships with our clients based on trust and mutual respect, upholding clients values, objectives and goals is at the forefront of every aspect of our business. We provide customised solutions to manage and provide for all of your wealth planning needs with utmost discretion and efficiency. We aspire to go above and beyond to exceed expectations, and we pride ourselves in being able to consistently deliver excellence in our services.
As we aim and focus on building a partnership, the services we offer are not only related to investments, but also dedicated support, marketing, business/corporate development and technical analysis. We structure and assist clients in their development on a long-term basis and are willing to actively participate in the evolution of their business.
A Specialised Swiss Multi-Family Office & Alternative Asset Manager
HELMS prides itself on being an atypical Multi-Family Office and Asset Manager, as we tend to deviate from such traditional methodologies and approaches of investment. We keep an open outlook and do not believe in employing traditional investment strategies and approaches for the long-term, as we recognise the importance of being fluid in conjunction with an ever-changing financial marketplace and climate.
With this in mind, our investment strategies have robust and efficient diversified perspectives, with risk management at the core and constantly being revived in order to evolve and advance with the rapid changes to our environment. Clients’ multi-asset class portfolios are built by us to last and advance with changing political, economic and social vicissitudes. We want to add real value to our client base and pursue this goal with clear guidelines and total commitment. Being partners means more than just providing advice based on products from the market.
As a team of leading specialists, we have the right expertise, cutting-edge technology, market knowledge, and research capabilities, to offer innovative and transparent investment solutions for private, institutional and corporate clients, with the competence to move with the times and remain ahead of peers. HELMS guarantees a simplified, effective and accessible service, both personal and professional, to satisfy the needs of the most discerning client.