Wealth
Management

Holistic. Global. Personalized. 

 
What we do

With our open architecture platform and wide range of strategic partners, we manage your wealth with a holistic approach and global perspective. Yet, with your goals and needs in the focus, we customize our solutions to our clients in the most personalized way.

We screen the investment universe with unbiased and objective investment advice, supported by an exclusive and independent advisory board. The unique skill set within our team provides a one-stop wealth management boutique.

 

We draw upon experience from across sectors, geographies and products. This is combined with a high level of emotional intelligence to deeply understand client requirements. Our independent asset management model ensures a holistic approach that our clients can trust.

 

Our philosophy brings the qualities of an entrepreneur to our service.

 

Passion. Tenacity. Excellence.

 
Our Solutions
DPM Asia Balanced 

DPM Asia Balanced is an Asian discretionary portfolio mandate that utilizes multiple beta and alpha return sources to generate long-term risk adjusted returns.

DPM World Balanced

DPM World Balanced is a global macro discretionary mandate that pursues long-term risk adjusted returns in a risk-controlled and cost effective manner, compared to traditional fund of funds structure.

© 2023 by Helvetic Investments. All rights reserved. 

Tel: +65 6438 0383
Fax: +65 6438 3430
Email:helveticinvestments@gmail.com

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Helvetic Investments

39B Circular Road,
Singapore 049395

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