Our Promise
We have built a robust platform since 2009 and invite you to join us on our journey. Together with our team we will support you in weathering the storms in the financial markets, to plan for retirement, or to guide you in succession planning.
All our clients are special, and each one has specific requirements and objectives. We make our deep expertise in wealth management available to you and your family so that you can achieve your goals.
That is our promise.
FAMILY OFFICE
A family office is an entity that manages the financial and investment matters of ultra-high net worth individuals (UHNWIs). The main objective of this service is the management, organization and maintenance of the family’s wealth. At HPWM we believe in the “DADI” concept : The client delegates, we analyse, the client decides and we implement.
INVESTMENT ADVISORY
At HPWM we like to aim to provide you with the best possible solutions. In order for us to achieve this, it is key to understand the client’s personal and professional circumstances as well as their attitude towards risk and investment experience. Our independence allows us to give unbiased advice and our transparent fee model aligns our interest with that of the client.
DISCRETIONARY INVESTMENT MANAGEMENT
The discretionary mandate is a structured, personalized approach to managing your assets where the daily investment decision is delegated to us, your portfolio managers. Our perspective on discretionary mandates is that returns should be optimized based on the risk allowed through sufficient diversification and active management. With your performance objectives, risk tolerance and other relevant factors, we can begin shaping your portfolio.
GLOBAL VIRTUAL CUSTODY
We offer a virtual custody of your assets – inclusive of non-bankable assets such as real estate, art, private investments, loans – across custodian banks in a centralized and independent non-banking platform. This enables you to view your assets individually or on a consolidated basis. Through our dedicated risk management and reporting team, we provide the following value-added services to our clients:
Consolidated asset reporting
We generate up-to-date views and reports of your consolidated assets, with the flexibility to view the asset allocation in various perspectives – either by region, country, sectors or markets. In addition, we also produce customized, concise and user-friendly consolidated asset reports to ensure that you have an overall view of your portfolio.
Portfolio risk and compliance monitoring
We perform a detailed and efficient risk assessment of your assets and ensure compliance monitoring of all your portfolios. With this we ensure that your portfolio remains within your risk parameters
Investment performance analysis
By conducting and providing performance and contribution analysis on your investments at the individual asset, portfolio and consolidated portfolio level, we ensure high standards and tangible results for you. This process allows to compare the performance of various investment managers across different custodian banks and strategies.