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.

Our role is to protect clients along this journey every step of the way. 

You pay all-in-fee, so no hidden costs or unexpected charges. 

Our office helps you avoid multiple layers of fees and allows you to take advantage of our efficient fees for products and service providers to make sure the best value is achieved.


Strategy

WE LEVERAGE DATA AND MATHEMATICS TO CREATE VALUE

In order to assess risk and return quickly and efficiently, it is crucial to consider the impact of both past and future investment decisions. In asset management, value creation means a maximum return of the capital employed in terms of utilization and productivity over the entire life cycle. We believe using key kinds of tools and technology help us to achieve our client's requirementsWe partnered with ORTEC Finance using the most advanced technologies a global leading provider of Asset Management solutions for asset managers, banks, and housing corporations. The main objective of performance measurement and attribution is to better understand where returns derive from and to consistently show the added value and the risk of each investment decision. In order to assess risk and return quickly and efficiently, it is crucial to consider the impact of both past and future investment decisions. The main objective of performance measurement and attribution is to better understand where returns derive from and to consistently show the added value and the risk of each investment decision.

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

BANKING WITH US


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.

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.

Reporting

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

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

We 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.