Heravest & Anglo-Swiss are pleased to announce their Partnership

Date: 6 May, 2019 - Corporate news

Heravest & Anglo-Swiss Advisors are pleased

to announce their Business Partnership

The two companies have decided to share their resources and knowhow to better serve their Institutional Clients. This consolidation of activities allows them to offer clients a holistic solution of asset allocation, portfolio construction leading to the selection of suitable investment vehicles.

Some of the Partners of both companies have previously worked together at both Ferrier Lullin and Lombard Odier, Swiss Private Banks, in the same team in the course of their buy-side asset management careers and therefore know each other well.

This new partnership is a great fit, with these two young independent Investment Research Boutiques sharing the same values, the same approach to clients and the same type of organisation.

This cooperative venture is aimed at providing consultancy for Pension Funds, Family Offices, Independent Wealth Managers as well as Banks of all types to have a better more cost-effective total Investment Solution.

Thanks to this new partnership Heravest and Anglo-Swiss offer a full palette of creative solutions enabling then to meet the expanding demands of the regulatory environment (LSFin, LEFin)

Both companies will continue to offer some services independently of each other for the moment.


For further information contact Anglo-Swiss Advisors LLC Philip Goldsmith on +41 58 255 05 32 


Heravest SA Philippe Schindler on +41 22 715 24 40



Heravest SA

Rue du Cendrier 12-14,

1201 Genève, Suisse

022 715 24 40


LinkedIn: Heravest


Anglo-Swiss Advisory LCC

Rue de l’Ouriette 141

1170 Aubonne, Suisse

058 255 05 30


LinkedIn: Anglo-Swiss Advisors