Investing

Overview

We recognise that everyone’s financial journey is different, that is why our approach to financial and investment planning is based on individual goals. Our clients are often entrepreneurs, families or individuals who accumulated their fortunes by family inheritance, selling their business or significant assets. Planning for 100-year lifetimes could become crucial in helping to secure financial wellbeing in a world worth living in and nurturing the future with sustainable investment. Our role is to protect clients along this journey every step of the way. 


Strategy

What is the best investment strategy to most likely reach your goals?

To answer this question, we have partnered with ORTEC Finance, a world-leading investment strategy consultant for pensions and endowments. We have run thousands of realistic market scenarios over up to 45 years to test how likely any investment strategy is to achieving the desired results.

Using these insights, together we define a tailored investment strategy that is most likely to achieve your desired goals. This also gives you peace of mind through difficult market times. With Heritage 47 you design a resilient strategy in advance rather than panicking in arrears.


Implementation

Once the strategy is defined it needs to be implemented with discipline and rigor.


Which Swiss banks do you prefer as custodians of your assets?

What we have learned from our time in the financial sector is the importance of working with multiple custodians to protect your assets. It also gives us a good comparison to better understand execution and service levels to ensure that our client's anticipated quality and standards are delivered.

Advisory Mandate
Want to stay involved in day-to-day operations? We advise you with investment ideas, you decide what to buy or sell, we monitor the outcome.

Discretionary Mandate
Want to minimise your efforts, delegate day-to-day operations and focus on strategic oversight? You command the overall investment guidelines, we decide day-to-day within these guidelines, we report the outcome.

Sustainability

Are you into sustainability?

Shall the companies you invest in meet high standards in terms of governance, treatment of employees and the environment? Are you concerned about climate change?

We offer strategies that convert climate change from a threat to an investment opportunity. Your descendants will be grateful to you.

Reporting

You have the right to know how your money is invested, what performance it has achieved and where the risks and opportunities are.

With us you can deposit your money at banks of your choice without losing track.

We have the latest Fintech tools to consolidate all these assets into one tailormade report, no matter where the money is.

We periodically assess your investments, explain past performance, give an outlook and most importantly: update the likelihood of achieving your investment goals. So you always know where you are and what the best options for the future are.

Summary