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
Rue du Cendrier 12-14,
1201 Genève, Suisse
022 715 24 40
Anglo-Swiss Advisory LCC
Rue de l’Ouriette 141
1170 Aubonne, Suisse
058 255 05 30
LinkedIn: Anglo-Swiss Advisors