services
Definition of the investment policy and process
Preparation and leading of the investment committee
Delivery of analysis and research papers in white labelling
Formalisation and documentation of investment policy/decisions
Implementation of investment policy
Set up of model portfolios
Cross-assets active advisory: generation of documented investment ideas
Macro and market comments
Supervision of investment universe
Global monitoring
packages available
Basic: Cross-Assets Research + weekly interaction (by Zoom)
CHF 7’500.–
for 6 months
Bespoke: Active advisory, access to asset class specialists Participation in investment process (Committee), White Label
Quote upon request
Additional package of dedicated services: 20 hours/semester
CHF 7’000.–
for 6 months
On-demand specific research service
CHF 400.–
per hour
Payment against invoice or, in countries allowing an alternative model, through an equivalent value of commission generated with market orders.
Heravest
Heravest is an independent boutique that provides financial research and dedicated advice to its institutional clients. It also advises certain collective investment vehicles / UCITs.
Heravest was founded in 2017. The partners have been working together for several decades, with a combined investment experience of almost 100 years.
Heravest is :
• A team of specialists with a long experience and recognized skills in prestigious financial institutions
• An independent, agile, flexible and risk-aware approach
• An innovative boutique that uses technology to promote proximity, transparency and interactivity
• A range of investment solutions with a multi-factorial approach
• A broad range of clients: independent asset managers, family offices, small and medium-sized banks/financial institutions, pension funds