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DirectoryFinance & InsuranceFinancial ServicesGenevaHeravest SA
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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.

AI-generated
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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Location

Rue du Cendrier 12-14
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-269.279.327
Founded
2017 · 9 years
Last commercial register change
February 3, 2023
Employees
1 to 10

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