What we stand for

We live our values.

Our core values are reflected in the Helvetica logo. Passion, integrity and responsibility are at the centre. Strength and upward movement stand for growth and stability.

We always have our eyes on the future. Our vision and our mission show us the way. In all our day-to-day activities, we are guided by our 8 guiding principles of sustainable investing.

Our Values

Responsibility

We’re all about responsible investing for the long term: no shortcuts, no excuses. Doing what’s best for our clients in the long term is what’s best for us as well.

Integrity

We keep our promises and hold ourselves accountable for results. We compete to succeed but we do so with respect.

Passion

Enthusiasm is what keeps us going in good times and bad. It motivates us to go the extra mile. We love what we do and it shows.

Our Vision and Mission

Creating a new Swiss Standard

To create the most admired investment firm while inspiring our industry to embrace new values and fresh thinking.

Building Enduring Value

We sustain and grow wealth through responsible, hands-on investing, guided by our long-term vision and sound business planning.
Our Principles of Sustainable Investing